Treasury PMI Inside Sales Leader

U.S. Bank; Irvine (CA); Hybrid; USD 112,000 - 136,000; Full time

Job summary

U.S. Bank in Irvine, CA is seeking the PMI Inside Sales Manager to own all relationship management activities for high-value clients in the assigned segment.

You will drive portfolio growth, refer new business to Treasury Management Consultants, and help protect revenue by monitoring profitability and mitigating attrition. The ideal candidate has a bachelor’s degree and 3–5 years of treasury management experience, plus strong sales, relationship management, analytical, and communication skills.

Qualifications

• Bachelor’s degree required or equivalent work experience
• Three to five years of treasury management experience
• Thorough knowledge of treasury management and other bank products and services
• Strong sales/business development and relationship management skills
• Excellent verbal and written communication skills
• Ability to conduct outbound calls and sell PMI products

Responsibilities

• Own all relationship management activities for high-value clients in the assigned segment and/or region
• Drive portfolio growth and expansion of cumulative relationships with TMCs and other banking partners
• Identify and refer new business opportunities with existing clients to TMCs and support the sales process
• Monitor profitability of relationships and take action to mitigate client and revenue attrition

Skills

Treasury management

Sales

Relationship management

Analytical skills

Communication skills

Outbound calls

Education

Bachelor's degree

Job description

U.S. Bank in Irvine, CA is seeking the PMI Inside Sales Manager to own all relationship management activities for high-value clients in the assigned segment.

You will drive portfolio growth, refer new business to Treasury Management Consultants, and help protect revenue by monitoring profitability and mitigating attrition. The ideal candidate has a bachelor’s degree and 3–5 years of treasury management experience, plus strong sales, relationship management, analytical, and communication skills.