This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
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