UMB
Treasury & Payment Sales Analyst Manager
Kansas City MO
Sponsorship not specified$101k-$158kDetected 26 days ago
ComplianceSalesforceCRMNegotiationFinancial ModelingForecastingRecruitingPerformance ManagementLeadershipCommunicationCollaborationProblem SolvingTime ManagementMentoringOrganizational Skills
About the role
- As the Treasury Payment & Sales Analyst Manager, you will play a pivotal role in driving the success of the Treasury Management Sales Analyst team.
- This role formulates strategic approaches aligned with fee income and deposit growth objectives, while ensuring a robust risk and compliance framework for the sales analyst team.
- You're more than a means to an end-a way to help us meet the bottom line.
Responsibilities
- Develops and executes strategies for the sales analyst team to align with fee income and deposit growth goals, ensuring effective targeting of priority client segments.
- Establishes and maintains a robust risk and compliance framework for the sales analyst team, overseeing adherence to protocols and conducting recurring reviews.
- Provides direct guidance to supervisors/team leads, fostering coaching and training in proforma development, proposal creation, and customer profitability analysis for Treasury, Card, and Deposit opportunities.
- Leads the management of sales pipelines, accurately forecasting resource requirements for upcoming priority client deals, and ensuring resource allocation meets demand.
- Collaborates with supervisors and Commercial Sales colleagues to ensure timely completion of critical reporting, accurate sales reports, updated pipelines, and appropriate flow of won deals.
- Monitors weekly Salesforce dashboards, fostering guidance to TPS Sales Analyst Supervisors/Team Leads to address discrepancies between sales opportunities and implementations.
- You'll be valued for exactly who you are and encouraged to support causes you care about.
Requirements
- You possess a Bachelor's degree in Business Administration/Management, Finance, or Related Field and 7+ years related experience in banking, preferably in sales and commercial banking.
- You have comprehensive understanding of risk management and compliance protocols.
- You have exceptional communication, collaboration, and negotiation abilities.
- You are proficient in utilizing CRM tools and software for performance tracking.
- You have in-depth knowledge of financial markets, industry trends, and regulatory changes.
- You have strategic thinking and problem-solving skills.
- You have the ability to foster a sales culture and align strategies with organizational goals.
- You show flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests.
- You have effective time management skills, disciplined self-motivation, resolution -based problem-solving abilities.
- You have the ability to work independently as well as in team environments.
Compensation
- Provides information and on-going feedback to department staff regarding expectations and performance, salary adjustments and/or promotions.
- Prepares and conducts annual performance reviews within established deadlines.
Benefits
- Please see the description of benefits included with this job posting for additional information.
- Benefit offerings and eligibility requirements vary.
- Fosters and communicates the sales culture and vision within each division of the bank, aligning strategies with the overarching goals and values of the organization.
- OR any combination of education and experience that would provide an equivalent background.
Company info
- Are you ready to be part of something more?
Equal opportunity
- 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.
This listing is sourced directly from UMB's careers page and normalized into a canonical job model.