Treasury Management Sales Associate, Level 2

Jobtailor; San Jose (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

U.S. Bank is seeking a Treasury Management & Payments Support professional to assist consultants in revenue-generating activities and to oversee implementation for business banking customers.

You will help with documentation, identify opportunities to deepen client relationships, and provide knowledgeable, professional service while handling inquiries and issues.

Qualifications

• Bachelor's degree or equivalent work experience.
• 1–3 years of relevant banking or customer service experience.
• Basic knowledge of treasury management products.
• Ability to identify and resolve/escalate problems with minimal guidance.
• Strong verbal and written communication skills.
• Strong customer service skills.
• Proficient with Microsoft Office applications.
• Existing knowledge of U.S. Bank platforms is a plus.
• Ability to work from a U.S. Bank location three or more days per week.

Responsibilities

• Assist Treasury Management & Payments Consultants in revenue-generating activities.
• Collaborate with Treasury Management Implementation to oversee implementation of treasury management services for business banking customers.
• Assist customers with implementation documentation to ensure smooth implementation of new banking services.
• Identify opportunities to deepen existing customer relationships by offering solutions to meet identified needs.
• Understand customer needs and expectations while delivering knowledgeable, accurate and professional customer service.
• Handle customer complaints, problems and general inquiries effectively and tactfully.
• Complete work in a neat, efficient and accurate manner while meeting volume expectations.
• Plan, organize and prioritize work to meet deadlines.
• Foster collaboration with other groups by building credibility and trust.
• Accompany Treasury Management & Payments Consultants virtually on customer calls.

Skills

Customer service

Communication skills

Problem resolution

MS Office

Team collaboration

Attention to detail

Education

Bachelor's Degree or equivalent

Tools

U.S. Bank Platforms

CRM systems

Job description

• Assist Treasury Management & Payments Consultants in revenue-generating activities
• Collaborate with Treasury Management Implementation to oversee implementation of treasury management services for business banking customers
• Assist customers with implementation documentation to ensure smooth implementation of new banking services
• Identify opportunities to deepen existing customer relationships by offering solutions to meet identified needs
• Understand customer needs and expectations while delivering knowledgeable, accurate and professional customer service
• Handle customer complaints, problems and general inquiries effectively and tactfully
• Complete work in a neat, efficient and accurate manner while meeting volume expectations
• Plan, organize and prioritize work to meet deadlines
• Foster collaboration with other groups by building credibility and trust
• Accompany Treasury Management & Payments Consultants virtually on customer calls

Requirements

• Bachelor's degree or equivalent work experience
• One to three years of relevant experience, preferably in banking and/or customer service
• Basic knowledge of treasury management products
• Ability to identify and resolve/escalate problems with minimal guidance
• Strong professional verbal and written communication skills
• Strong customer service skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Existing knowledge of U.S. Bank platforms a plus
• Ability to work from a U.S. Bank location three (3) or more days per week
• Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Core Competencies

Demonstrates expertise in Treasury Management products and customer service, with a strong ability to implement banking solutions and foster customer relationships. Proficient in Microsoft Office applications and capable of navigating U.S. Bank platforms to enhance service delivery.

Highest-signal resume keywords

• Treasury Management Products
• Customer Service Skills
• Verbal and Written Communication Skills
• Problem Resolution
• Microsoft Office Proficiency

Hard Skills

• Treasury Management Products
• Problem Resolution
• Implementation Documentation
• Customer Relationship Management
• Banking Services Implementation

Soft Skills

• Professional Communication
• Collaboration
• Organizational Skills
• Customer Needs Assessment
• Tactful Handling of Complaints

Certifications & Qualifications

• Bachelor's Degree or Equivalent Work Experience

Industry Keywords

• Banking
• Customer Service
• Treasury Management
• Revenue Generation
• Business Banking

Tools & Technologies

• Microsoft Office Applications
• U.S. Bank Platforms