Treasury & Payment Sales Analyst Manager

UMB Bank; Kansas City (MO); On-site; USD 83,000 - 131,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision, and other ins

Health savings accounts

Flexible spending accounts

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Associate banking benefits

Job summary

UMB Bank is seeking a Treasury Payment & Sales Analyst Manager in Kansas City to lead the Treasury Management Sales Analyst team. The role focuses on aligning strategies with fee income and deposit growth while upholding risk and compliance.

You will guide coaching, forecast pipelines, and deliver insights on revenue generation and efficiency savings. The position requires a Bachelor's degree with 7+ years in banking, plus strong analytical, leadership, and CRM skills to drive performance across

Qualifications

• Requires a Bachelor's degree and 7+ years in banking, preferably in sales/commercial banking.
• High-level analytical and financial modeling skills are essential.
• Strong understanding of risk management and compliance protocols is required.
• Excellent communication, collaboration, and negotiation abilities are necessary.
• Proficiency with CRM tools for performance tracking is expected.

Responsibilities

• Develops and executes strategies for the sales analyst team to align with fee income and deposit growth goals.
• Establishes and maintains a robust risk and compliance framework for the sales analyst team.
• Provides insights on revenue generation and optimization initiatives with leadership.
• Guides supervisors and leads coaching in proforma development and customer profitability analysis.
• Leads management of sales pipelines and forecasts resource requirements for deals.
• Oversees comprehensive performance reporting and escalation processes.
• Collaborates with Sales and Talent teams to hire and develop talent.

Skills

Analytical skills

Financial modeling

Leadership

Communication

Negotiation

CRM proficiency

Independent work

Team collaboration

Education

Bachelor's degree in Business Administration/Management or Finance

Tools

CRM software

Job description

As the Treasury Payment & Sales Analyst Manager, you will play a pivotal role in driving the success of the Treasury Management Sales Analyst team. This role formulates strategic approaches aligned with fee income and deposit growthobjectives, while ensuring a robust risk and compliance framework for the sales analyst team. By fostering a sales-oriented culture, guiding team development, and providing leadership support, the Manager maximizes revenue generation, efficiency savings, and optimization initiatives while delivering exceptional service and solutions by managing pipelines,monitoringperformance, and serving as an escalation point.

Howyou’llspend your time:

• Develops and executes strategies for the sales analyst team to align with fee income and deposit growth goals, ensuring effective targeting of priority client segments.
• Establishes andmaintainsa robust risk and compliance framework for the sales analyst team, overseeing adherence toprotocolsand conducting recurring reviews.
• In collaboration with the Commercial Leadership team,providesinsights and guidance on revenue generation, efficiency savings, and optimization initiatives.
• Providesdirect guidance to supervisors/team leads, fostering coaching and training in proforma development, proposal creation, and customer profitability analysis for Treasury, Card, and Deposit opportunities.
• Leads the management of sales pipelines, accurately forecasting resource requirements for upcoming priority client deals, and ensuring resource allocation meets demand.
• Fosters and communicates the sales culture and vision within each division of the bank, aligning strategies with the overarching goals and values of the organization.
• Oversees the creation of comprehensive statistical performance reports for the team, fostering sharing of insights with leadership across the bank to inform decision-making.
• Acts as the escalation point for the sales analyst team and executive leadership, fosteringtimelysolutions to challenges andfacilitatingeffective communication.
• Collaborates with supervisors and Commercial Sales colleagues to ensuretimelycompletion of critical reporting,accuratesales reports, updated pipelines, andappropriate flowof won deals.
• Monitors weekly Salesforce dashboards, fostering guidance to TPS Sales Analyst Supervisors/Team Leads to address discrepancies between sales opportunities and implementations.
• Works with department staff on individual professional development and career development opportunities. Facilitates team members in creating individual goals and development plans that align with thedepartmentgoals.
• Works with UMB’s Talent Acquisition team toidentifyand hire the most qualified and talented individuals to fill open positions within the team.
• Provides information andon-goingfeedback to department staffregardingexpectations and performance, salaryadjustmentsand/or promotions.
• Addresses and resolves all performance concerns and issuesin a timely manner.
• Prepares and conducts annual performance reviews within established deadlines.
• Other duties as assigned.

We’reexcited to talk to you if:

• YoupossessaBachelor’s degree in Business Administration/Management, Finance, or Related Field and 7+yearsrelated experience in banking, preferably in sales and commercial banking.
• You have 5+yearssupervisory, team lead, or other sales management experience.
• OR any combination of education and experience that would provide an equivalent background.
• You showhighlevelanalytical and financial modeling skills.
• You havecomprehensiveunderstanding of risk management and compliance protocols.
• You have exceptional communication, collaboration, and negotiation abilities.
• You areproficientinutilizingCRM tools and software for performance tracking.
• You have in-depth knowledge of financial markets, industry trends, and regulatory changes.
• You havestrategic thinking and problem-solving skills.
• You have the ability to foster a sales culture and align strategies with organizational goals.
• You show flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests.
• Youpossessorganizational skills and attention to detail.
• You have effective time management skills, disciplined self-motivation, resolution-based problem-solving abilities.
• Youhave the ability towork independently as well as in team environments.
• You have good interpersonal and networking skills to work with other internal areas.

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

$100,710 - $157,630

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

$91,950 - $144,320

US Employees in all other states not listed above:

$83,200 - $131,000

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

• Paid Time Off
• a 401(k) matching program
• annual incentive pay
• paid holidays
• a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• health savings, flexible spending, and dependent care accounts
• adoption assistance
• an employee assistance program
• fitness reimbursement
• tuition reimbursement
• an associate wellbeing program
• an associate emergency fund
• and various associate banking benefits

Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You’re more than a means to an end—a way to help us meet the bottom line. UMB isn’t comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You’ll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [e-mail] to let us know the nature of your request.

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