at U.S. Bank in Boise, Idaho, United States
Job DescriptionAt U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
This position is a key contact for Treasury Management customers and is responsible for ensuring that optimal levels of services are made available. Assists Treasury Management Sales Consultants ( TMC ) in revenue-generating activities and provides primary client support through direct personal contact with customers. Responsibilities include:
+ Analyze multiple resources and tools to acquire a full understanding of the customers complex needs and desired output.
+ Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings.
+ Assist with preparation of RFP /proposal content, review and coordination of client responses.
+ Assist TMC in deal development by collecting, inputting and monitoring client data through the deal team life cycle.
+ Gather necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and service.
+ Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends.
+ Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development.
+ May accompany Sales Representatives or Relationship Managers on sales calls to gain knowledge and experience.
Basic Qualifications
- Bachelors degree in Finance or Accounting, or equivalent work experience
- Three to five years of experience in Treasury Management sales support or project management
Preferred Skills/Experience
- Demonstrated proficiency of all Treasury Management products, systems, processes and understanding of customer use
- Excellent analytical and problem-solving skills and attention to detail
- Excellent professional communication and written presentation skills
- Strong critical thinking,