Treasury Sales Analyst: Data-Driven Client Solutions

U.S. Bank; Milwaukee (WI); Presencial; USD 86 000 - 105 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare

401(k) retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Resumo da oferta

U.S. Bank is seeking a PMI Sales Analyst with 2+ years of experience to support treasury management solutions for complex corporate accounts. The role backs up Payment Sales Consultants and helps manage the full sales process, including pricing, RFPs, and client communications.

The position emphasizes collaboration with Sales and Product teams, data-driven opportunity identification, and adherence to compliance standards in the Treasury Management portfolio.

Qualificações

• Bachelor's degree or equivalent work experience required.
• Two or more years of relevant experience required.
• Experience with treasury management products and sales processes preferred.

Responsabilidades

• Analyze pricing information and provide comparisons for proposals.
• Manage pricing requests and support RFP/proposal content with the team.
• Assist in deal development and monitor client data through the deal life cycle.
• Create and update pipeline opportunities in the sales tool.
• Gather client information to support pre-sale activities and implementation.
• Identify revenue opportunities by analyzing data and market trends.
• Collaborate with TMC to drive new sales opportunities and cross-sell treasury solutions.
• Participate in Working Capital engagements and client materials.
• Provide feedback to Sales, Product and Operations on product needs and improvements.
• Support relationship reviews and ensure compliance with applicable policies.

Conhecimentos

Treasury Management knowledge

Pricing analysis

Sales support

Cross-selling

MS Office proficiency

Formação académica

Bachelor's degree or equivalent

Ferramentas

Microsoft Office

Descrição da oferta de emprego

U.S. Bank is seeking a PMI Sales Analyst with 2+ years of experience to support treasury management solutions for complex corporate accounts. The role backs up Payment Sales Consultants and helps manage the full sales process, including pricing, RFPs, and client communications.

The position emphasizes collaboration with Sales and Product teams, data-driven opportunity identification, and adherence to compliance standards in the Treasury Management portfolio.