Treasury Management Sales AnalystCorporate TreasuryLocations: Tacoma, WA; Bellevue, WA; Lake Oswego, OR; Spokane, WA; Liberty Lake, WA; NA, UT; NA, AZ; NA, IDAbout Us:Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. Following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, customers, and communities.We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.About the Role:The Treasury Management Sales Analyst (TMA) is responsible for partnering with Treasury Management Sales Consultant(s) (TMC). The TMA role will serve as the primary sales support contact to the TMC in assisting with Treasury Management sales related activities within a Community & Business Banking, and/or Middle Market portfolio.Key Responsibilities:Prepare customized sales proposals, account schematics, and proformas.Execute and manage treasury management service agreements and other client-facing sales documentation.Collaborate with TMC, technical consultants, and business partners in the completion of Treasury Management Relationship Reviews and Request for Proposals (RFPs).Own post-sale activities such as implementation for domestic and international treasury solutions.Identify and cross-sell treasury management solutions through needs analysis.Follow up and resolve problems related to billing issues and client navigation.Lead post-implementation client review processes and deliver sales recommendations.Attend banker education sessions regularly.Assist with annual re-pricing initiatives.Lead and schedule team meetings with assigned TMC(s) and specialists.Demonstrate compliance with all bank regulations and maintain knowledge of relevant policies.Actively learn and foster the Umpqua corporate culture.Perform other duties as assigned.About You:Bachelor's degree in accounting, Finance, or general business (preferred).2-4 years of experience in Treasury Management Sales, Sales Support, or related experience (required).Advanced knowledge of Treasury Management processes and products.Extensive knowledge of commercial banking products and applicable regulations.Excellent verbal and written communication skills.Strong customer service, analytical, and organizational skills.Proficiency in Microsoft Office Suite and virtual technology tools.Demonstrated interest in developing into an individual sales contributor.Strong time management and problem-solving skills.Workstyle: Fully onsiteWe offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $25.00 - $35.00, depending on various factors including job-related knowledge, skills, experience, education, and geographic location.We provide eligible associates comprehensive healthcare coverage, a 401(k) retirement savings plan with employer match, life insurance, disability insurance, tuition assistance, and more. Benefit eligibility begins the first day of the month following the date of hire for associates working at least thirty hours weekly.Our Commitment to Diversity:Umpqua Bank is an equal opportunity employer committed to developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to any protected status. If you require an accommodation to complete the application or interview(s), please let us know by email: (email protected)To Staffing and Recruiting Agencies:Our posted job opportunities are intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies.
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