UMB Financial Corporation
Albany, NY, USA
Under 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 time: Develop proformas, proposals and customer profitability analysis for Treasury opportunities Prepare pre-call planning prep and materials for TM client and prospect meetings Coordinate proposal responses and works across business lines to...
