Treasury Management Sales AnalystUnder general direction, the Treasury Management (TM) Sales Analyst supports the Treasury Management Officers (TMOs) in growing TM revenue. This position is responsible for the creation, analysis and delivery of proposals, RFPs, and sales presentations. The TM Sales Analyst performs pre-call planning, preparation and participates in joint sales calls with TMOs and Commercial Bankers. The TM Sales Analyst provides a high level of internal customer support through understanding and driving the sales culture and vision of the organization within the member banks, maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in the sub lines of business.How you will spend your timeDevelop proformas, proposals and customer profitability analysis for Treasury opportunitiesPrepare pre-call planning prep and materials for TM client and prospect meetingsCoordinate proposal responses and works across business lines to gather response informationParticipate in sales calls with the Commercial Bankers and TMOs to ensure a working knowledge of customer base and act as backup for complex client relationships and onboardingsLead onboarding discussions and provide sales demos for Treasury and Payment Solutions applicationsCoordinate Onboarding of new accounts and new TM services for both new and existing clientsCoordinates exception pricing updatesReviews account analysis after deals are closed to ensure that new clients and services are billing properlyCreates comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendationsAssists with Fraud Mitigation Discussion and coordinates onboarding of positive pay solutions for clients that have a fraud occurrenceServes as the designated backup to the TMO and assists customers as appropriate; Refer and/or cross-sell TM products that result in client relationship product penetration ratio growth YoY through review for opportunities during preparation of account & TM relationship reviews, TM proformas and client proposals, or identify opportunities during direct client interaction;Communicate client service channels and foster partnership amongst teams; Coordinates and prepares materials for internal meetings such as pre-call planning or team updates on process changesMonitors weekly Salesforce dashboards and resolves discrepancies between sales opportunities and implementationsAttends regular pipeline meetings with TMOs to prepare for next stage of sales support for each sales opportunity identifiedWe are excited to speak with you if you haveBachelor's degree in Business Administration/Management or Finance1-3 years related experience, preferable in sales, sales support and/or commercial bankingBasic knowledge of cash management products, commercial card products, principles and practicesProficiency with Microsoft Office Suite to include Word, Excel, PowerPoint, and OutlookGood interpersonal and customer service skillsProficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment and demonstrate accuracy and thoroughnessCompensation Range$51,480.00 - $99,330.00BenefitsUMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e‑mail to talentacquisition@umb.com to let us know the nature of your request.If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.#J-18808-Ljbffr