CrawlJobs Logo

Treasury Management Sales Analyst

usbank.com Logo

U.S. Bank National Association

Location Icon

Location:
United States , Denver

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

86530.00 - 101800.00 USD / Year

Job Description:

The GTM Sales Analyst (SA) is a key contact for Treasury Management customers. As a SA for complex corporate account relationships, they serve as the primary back-up to Treasury Management Consultants (TMCs) and assist with the selling of treasury management solutions and the management of the overall sales process. The SA is responsible to ensure that optimal levels of services are made available. Assisting TMCs in revenue-generating activities and providing primary client support through direct personal contact with customers is expected.

Job Responsibility:

  • Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output
  • Manage all pricing functions and new pricing requests
  • Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings
  • Leading client discussions on less complex pricing requests
  • Assist TMC in reviewing, participating and providing feedback in documenting the strategy and preparation of RFP/proposal content, review and coordination of client responses
  • Co-lead process with TMC where applicable
  • Facilitate and manage deal development process by collecting inputting and monitoring client data through the deal team life cycle
  • Create and update pipeline opportunities in sales tool
  • Assist TMC ramping opportunities by maintaining current and accurate client information
  • Gathers necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and services
  • Assist TMC in managing the Implementation process when applicable
  • Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends
  • May work independently on small revenue generating projects
  • In collaboration with the TMC, participate in driving new sales opportunities by identifying client needs and cross-selling Treasury Management products and services
  • Displays knowledge, proficiency and professionalism in explaining, selling and administering products/services
  • May participate in Working Capital customer engagement and creation of client materials
  • Appropriately initiates actions necessary to meet client needs without explicit management direction or guidance
  • Uses good judgment in determining when management involvement is required
  • Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development
  • Participate in key relationship reviews when applicable
  • Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures
  • Actively participates in any required corporate and business line training in these areas
  • Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position
  • Actively works with customers to understand each customer's normal account activity, as appropriate for this position

Requirements:

  • Bachelor's degree, or equivalent work experience
  • Three or more years of relevant experience
  • Demonstrated proficiency of all Treasury Management products, systems, processes and understanding of customer use
  • Excellent professional communication and written presentation skills
  • Strong critical thinking, negotiation, problem solving and decision-making skills
  • Ability to manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervision
  • High level of technological ability, especially Microsoft Office applications
What we offer:
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 22, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Treasury Management Sales Analyst

Fixed Income Finance Sales Analyst

A role in Markets involves trading financial instruments, such as bonds, stocks,...
Location
Location
United States , New York
Salary
Salary:
110000.00 - 125000.00 USD / Year
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • An understanding of bonds, treasuries, municipal securities, corporate debt, and structured products
  • The ability to analyze interest rate trends, credit spreads, yield curves, and macroeconomic indicators to support sales strategies
  • Experience in building and maintaining relationships with institutional clients, understanding their investment objectives, and providing tailored solutions
Job Responsibility
Job Responsibility
  • Assist the Fixed Income Financing Sales team
  • Responsible for covering securities lenders, hedge funds, and real money accounts
  • Work to build relationships with clients, traders, and sales teams across the bank internally and externally
  • Manage full transactional and operational support for senior salespeople
  • Development and maintenance of relationships with clients, understanding their financial needs and objectives
  • Presentation and pitching of financial products and services to clients, tailored to their requirements
  • Liaison between clients and internal teams, ensuring smooth execution of client requests
  • Stay updated on market trends, financial products, and industry regulations
  • Collaboration with research analysts and other teams to provide clients with insights and market updates
  • Negotiation of terms and agreements with clients to finalise sales transactions
  • Fulltime
Read More
Arrow Right

Lead Treasury Consultant - Global Payments & Liquidity

Wells Fargo’s Global Payments & Liquidity (GPL) organization is continuing to su...
Location
Location
United States , Charlotte; Atlanta; Tampa
Salary
Salary:
119000.00 - 187000.00 USD / Year
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
February 22, 2026
Flip Icon
Requirements
Requirements
  • 5+ years of Treasury Management Sales experience, or equivalent experience, demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of experience with measurable success leading client-facing discovery, solutioning, and finalist presentations with executive and operational teams
Job Responsibility
Job Responsibility
  • Lead consultative discovery sessions with clients and prospects to understand payment flows, liquidity structures, working capital challenges, and treasury operations
  • Serve as a client-facing subject matter expert representing GPL capabilities and industry best practices
  • Leverage data, benchmarking, and analysis to guide strategic conversations and influence client decision-making
  • Collaborate with Product Solution Specialists to ensure recommended solutions are aligned to clients’ operating models
  • Develop and deliver high‑impact finalist presentations and solution recommendations grounded in client insight and requirements
  • Oversee the transition from sales to implementation, ensuring strong client experience, clean handoffs, and timely revenue realization
  • Partner with Relationship Managers and GPL colleagues to identify, formulate and win new payments and liquidity opportunities
  • Work closely with a dedicated Treasury Management Analyst to manage pitch materials, proposals, pricing, and pipeline accuracy
  • Maintain a strong command of sales enablement tools, compliance requirements, risk and profitability tolerances and advisory frameworks
  • Build and maintain effective relationships across Product, Implementation, Customer Services and other support partners
What we offer
What we offer
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Fulltime
!
Read More
Arrow Right

Quantitative Research Analyst

Members of the Risk team are responsible for designing, implementing and monitor...
Location
Location
India , Bangalore
Salary
Salary:
Not provided
clearstreet.io Logo
Clear Street
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 5 years of professional experience working in quantitative analytical roles, ideally in financial service markets
  • An advanced degree in quantitative finance, economics, statistics, applied mathematics, engineering or similar field
  • At least 3 years of professional experience and proficiency in scripting language, such as Python or R (at least one is required)
  • functional knowledge of SQL is beneficial
  • Outstanding quantitative skills
  • Some combination of Equities, Fixed Income, Swaps, Futures or Listed derivatives knowledge required
  • Demonstrated interest and knowledge of markets and ability to assess impact of macro trends on client portfolios
  • Excellent written, presentation and communication skills
  • Ability to balance multiple projects and deliverables simultaneously
  • Curiosity and strong problem-solving abilities
Job Responsibility
Job Responsibility
  • Perform complex risk analysis of multi-asset portfolios to assess market and liquidity risks
  • Become a SME in the start of day, intraday and end of day risk management platform and process
  • Validate and support daily risk management reports and margin calls
  • Explain margin methodologies and the risk management process on sales calls with prospective and existing clients
  • Work closely and effectively with Sales, Trading, Middle Office, Client Service, Compliance, Legal, Operations and Engineering teams on implementation and deployment of enhancements to margin methodology, process and policy as well as to enhance the existing risk management platforms and margin offering
  • Work in conjunction with Treasury team to access and monitor liquidity stresses
  • Collaborate with Quantitative teams in designing and implementing of stress based risk models
  • Analyze significant datasets, develop and leverage tools to automate workflows, synthesize reports to communicate with senior management, clients and regulator
  • Leverage information from a variety of sources, internal and external, to help shape future service offerings
  • Assist with training and knowledge transfer for other team members to help build a stronger group
Read More
Arrow Right

Risk Operations Manager

The Risk Operations Manager will be responsible for overseeing a pivotal portfol...
Location
Location
United States , Frisco; Denver; Overland Park
Salary
Salary:
76400.00 - 137900.00 USD / Year
https://www.t-mobile.com Logo
T-Mobile
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • US Citizenship required
  • Bachelor's Degree Finance, Accounting, or Bus Administration required
  • 7-10 years’ experience in Credit Management or similar Financial Management related role (i.e.: Risk Management, Treasury, Financial Planning or Budgeting,) required
  • 7-10 years relevant work experience in a high-tech environment or business banking preferred
  • Portfolio Management experience required
  • Credit Collection and Underwriting experience required
  • Business process analysis experience required
  • Experience with managing Service Partners operations preferred
  • Project or Program Management preferred
  • Samson required
Job Responsibility
Job Responsibility
  • Build and maintain internal and external partnerships to drive operational excellence across the team and TMUS
  • Assist in portfolio evaluations to identify future opportunities for improvement and barriers to achieving strategic and financial objectives
  • Support Consumer and TfB Portfolio Customer Credit Verification, Collection and Underwriting initiatives
  • Support, Analyze and enhance teams productivity
  • Management of payment terms
  • Mitigating risk in partnership with sales, legal, CARE and other departments
  • Support or lead efforts to operationalize new processes
  • act as project resource (SME) for new initiatives
  • Provide both tactical and strategic advice to a team of analysts, coach/mentor and escalation point for analysts, including service partners
  • Point of contact for issues with, and problem resolution pertaining to CARE, Sales, Sales Operations, Legal, and implications on a portfolio of accounts
What we offer
What we offer
  • Competitive base salary and compensation package
  • Annual stock grant
  • Employee stock purchase plan
  • 401(k)
  • Access to free, year-round money coaches
  • Medical, dental and vision insurance
  • Flexible spending account
  • Paid time off
  • Up to 12 paid holidays
  • Paid parental and family leave
  • Fulltime
Read More
Arrow Right

Securities & Derivatives Analyst 1

The Securities & Derivative Analyst 1 is an entry level position responsible for...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3-5 years of experience in Capital Markets specifically in brokerage operations
  • CA / MBA and preferably NISM certified
  • Consistently demonstrates clear and concise written and verbal communication skills
Job Responsibility
Job Responsibility
  • Managing the Equities trading and clearing Operations for Institutional clients
  • Stock Exchange and custodian Settlements, monitoring Trade Life Cycle, Risk Management, Client Servicing, Process re-engineering initiatives
  • Client on-boarding for Institutional, Corporate and HNI Clients
  • Margin monitoring and Trade confirmations, Cash and non-cash collateral management
  • Perform operational activities for reconciliations and client reporting
  • Treasury management and funding arrangements
  • Support the traders / execution desk with contracting, calculating commissions, preparing various MISs and addressing ad-hoc queries
  • Supporting large Investment Banking deals in onboarding large corporate clients, managing margining and funding requirements, managing settlement of funds with exchange and client, repatriation of sale proceeds to foreign clients and related documents
  • Ensure meeting internal and regulatory Compliance and Control requirements of Citi
  • Managing complex Operational Risk controls as per internal Citi standards
  • Fulltime
Read More
Arrow Right

Treasury Analyst

We are looking for a skilled Treasury Analyst to join our team in Mt Laurel, New...
Location
Location
United States , Mt Laurel
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 2 years of experience in corporate treasury operations or a related field
  • Strong knowledge of cash flow management and financial reconciliations
  • Proficiency in preparing asset sale entries and monthly financial statements
  • Familiarity with treasury activities and operations, including compliance standards
  • Excellent analytical skills with the ability to identify and resolve discrepancies
  • Effective communication and collaboration skills to work with cross-functional teams
  • Ability to develop accurate cash flow forecasts and support financial planning
  • Detail-oriented mindset with a focus on accuracy and efficiency in tasks
Job Responsibility
Job Responsibility
  • Monitor and analyze daily cash flow activities to ensure efficient financial operations
  • Prepare and post asset sale entries in alignment with company accounting standards
  • Conduct monthly reconciliations of financial statements and cash accounts
  • Collaborate with internal teams to streamline treasury operations and enhance reporting accuracy
  • Maintain accurate records of treasury transactions and ensure compliance with regulatory guidelines
  • Develop cash flow forecasts to support financial planning and decision-making processes
  • Identify opportunities for improving treasury processes and implement best practices
  • Assist in resolving discrepancies in cash activity and financial reporting
  • Provide insights and recommendations to optimize liquidity management strategies
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right
New

Corporate Foreign Exchange Marketer

The Corporate Foreign Exchange Sales team at U.S. Bank assists corporate clients...
Location
Location
United States , New York, NY; Chicago, IL; Minneapolis, MN; San Francisco, CA; Los Angeles, CA
Salary
Salary:
148495.00 - 174700.00 USD / Year
usbank.com Logo
U.S. Bank National Association
Expiration Date
February 28, 2026
Flip Icon
Requirements
Requirements
  • Bachelor's or master's degree in finance, accounting, or another related field
  • Three or more years of Foreign Exchange experience
  • Flexibility to travel throughout United States
  • Strong corporate finance and accounting skills
  • Track record of originating and closing complex and sensitive FX transactions
  • Track record of prospecting and onboarding new client relationships
  • Well-developed verbal and written communication skills
  • Creativity and ingenuity in developing marketing materials
  • Well-developed analytical, decision-making, and problem-solving skills
  • Exceptional product and market knowledge encompassing FX spot, forwards, swaps, options, emerging markets, international payments / treasury management products.
Job Responsibility
Job Responsibility
  • Building and maintaining mutually beneficial relationships at all levels of client organizations (from analyst to CFO), as well as with key partners & stakeholders within the Bank
  • Leading discussions of hedging or payments concepts and opportunities with clients and internal partners at all skill / familiarity levels
  • Coordinating with legal, portfolio & credit risk management teams to negotiate and agree upon documentation, pricing, and credit terms
  • Leveraging relationship managers, treasury management consultants and other internal partners to prospect and onboard new client opportunities and deepen existing client relationships
  • While on the desk, preparing for and handling trade execution (including pricing negotiation and XVA requirements
  • completing client onboarding processes
  • backing up colleagues as it relates to client servicing (acting as a team player)
  • and participation in junior talent development/training
  • Ensuring adherence to U.S. Bancorp internal and external regulatory rules, policies, and procedures
What we offer
What we offer
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • Fulltime
!
Read More
Arrow Right

Egb trader

Are you looking for a career move that will put you at the heart of a global fin...
Location
Location
France , Paris
Salary
Salary:
130000.00 - 275000.00 EUR / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in a related role
  • In-depth knowledge of respective products and clients
  • Proven history of successful trading book management
  • Required licensing and registrations as applicable
  • Advance analytical and numerical competency
  • Consistently demonstrates clear and concise written and verbal communication
  • Effective interpersonal skills to develop and maintain relationships with internal and external stakeholders
  • Ability to analyze and pitch situations and determine suitable counterparties
  • Knowledge of Bloomberg, booking systems, trading protocol, closing technicalities
  • Bachelor’s degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Oversee a trading book as a Senior trader and generate revenues and manage risk for the respective business
  • Build and maintain a franchise and connect with key clients, particularly important in these smaller flow-driven markets
  • Coordinate with Sales, Research, CMand and other organizations across Markets and Securities Services and the broader business
  • Trade a book and deliver on budgeted revenues and manage book risk
  • Interact with respective treasuries to maintain our PD relationships
  • Establish and maintain key relationships to deliver trades to the desk
  • Anticipate client demand in each respective product/market and facilitate large client trades
  • Coordinate with desk analysts as needed and with sales to develop the franchise and manage and mentor junior traders as needed
  • Leading strong governance and controls: Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
  • Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
  • Fulltime
Read More
Arrow Right