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Treasury Management Sales Analyst
Job in
Bend, Deschutes County, Oregon, 97708, USA
Listed on 2026-06-03
Listing for:
US Bank
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Analyst -
Business
Financial Analyst
Job Description & How to Apply Below
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 customer's 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
* Bachelor's 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, negotiation, and decision-making skills
* Ability to manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervision
* Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Location
The role offers a hybrid/flexible schedule. There's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or…
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