UMB Bank
Treasury & Payment Sales Analyst Manager
Kansas City MO · Staff+
Sponsorship not specified$101k-$158kDetected 27 days ago
ComplianceSalesforceCRMNegotiationFinancial ModelingForecastingRecruitingPerformance ManagementLeadershipCommunicationCollaborationProblem SolvingTime ManagementMentoringOrganizational Skills
About the role
- Duties & Responsibilities This job plays 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
- Bachelor's degree in Business Administration/Management, Finance, or Related Field and 7+ years related experience in banking, preferably in sales and commercial banking
- Proficiency in utilizing CRM tools and software for performance tracking
- In-depth knowledge of financial markets, industry trends, and regulatory changes
- Ability to foster a sales culture and align strategies with organizational goals
- Flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests
- Ability to work independently as well as in team environments
- At UMB, you can expect more heart.
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
- 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.
- Please see the description of benefits included with this job posting for additional information.
- Benefit offerings and eligibility requirements vary.
Company info
- Are you ready to be part of something more?
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This listing is sourced directly from UMB Bank's careers page and normalized into a canonical job model.