Treasury Sales Specialist

Treasury Sales Specialist

Overview of the Position:

The Treasury Management (TM) Sales Specialist role involves facilitating the sales of treasury management services by providing analytical support and client relationship management.

The TM Sales Specialist aids TMOs in expanding TM revenue under management oversight. Responsibilities include developing, assessing, and presenting proposals, RFPs, and sales pitches. Additionally, the role involves preliminary call planning, readiness, and collaborating on sales visits alongside TMOs and Commercial Bankers. Internal customer support is prioritized through the endorsement and implementation of sales goals across member banks, managing reports and evaluations, and overseeing auxiliary sales support duties within the business sectors.

Planning How to Allocate Your Time Effectively:

• Create financial projections, pitches, and evaluations for Treasury initiatives
• Prepare for pre-call planning and gather necessary resources for meetings with existing and prospective clients in territory management
• Facilitate proposal responses and collaborate with departments to collect necessary information
• Participate in sales meetings alongside Commercial Bankers and TMOs to understand the client base and assist in complex client interactions
• Conduct initial orientation sessions and demonstrate Treasury and Payment Solutions software functionalities
• Assist in onboarding new accounts and new TM services for both new and existing clients
• Coordinate pricing exceptions as needed
• Conduct post-deal evaluations to ensure accurate billing for new clients and services
• Generate Relationship Evaluations covering account organization, sector developments, and product/service recommendations
• Support fraud prevention initiatives and facilitate implementation of positive pay systems for affected clients
• Act as a backup to the TMO, assisting clients, making referrals, and promoting TM products to enhance client relationship product penetration
• Facilitate internal communication, collaboration, and resource preparation for pre-call strategies or procedural updates
• Monitor weekly Salesforce dashboards to address inconsistencies between sales opportunities and implementation
• Participate in routine pipeline discussions with TMOs to prepare for the next stage of sales support for identified prospects

We Are Excited to Talk to You If You Have:

• A Bachelor's degree in Business Administration, Management, or Finance
• 1-3 years of relevant experience in sales, sales support, or commercial banking (preferred)
• Knowledge of cash management tools, business card offerings, and related principles
• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook
• Strong interpersonal skills and customer service aptitude, with effective communication and a client-focused approach
• Ability to organize and prioritize tasks, work accurately under time constraints, and adapt to changing circumstances

Are You Prepared to Participate in Something Greater?

You are not just a tool for achieving objectives or financial targets; UMB is made up of individuals passionate about their work, their colleagues, and the community. Expect higher standards, deeper compassion, recognition for your unique qualities, and encouragement to support causes you care about. Ethical conduct, trust, and opportunities for growth are central. UMB employees are recognized for pursuing diverse internal career paths and for having their voices heard.

Who We Are:

We transcend the role of a mere corporation. We serve as guides, advisors, problem-solvers, allies, members of the community, and specialists, all dedicated to helping you optimize every opportunity by establishing a solid financial foundation to support your success.

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