Umpqua Bank
Denver, CO, USA
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 an assigned region. Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output. Prepare customized customer reviews. Execute and manage treasury management service agreement, and other client-facing sales related documentation to promote the sale. Collaborate with TMC, technical consultant, business partners, and relationship team in the completion of Treasury Management Relationship Reviews, Working Capital Analysis and Request for Proposals (RFPs). Responsible for owning post-sale activities such as implementation for domestic and international treasury solution implementations, CRM system input, accuracy of sales...

