Treasury & Payment Sales Analyst Manager

About the role

This role plays a pivotal role in driving the success of the Treasury Management Sales Analyst team. It involves formulating strategic approaches aligned with fee income and deposit growth objectives, while ensuring a robust risk and compliance framework.

Responsibilities

• Develops and executes strategies for the sales analyst team to align with fee income and deposit growth goals, ensuring effective targeting of priority client segments.
• Establishes and maintains a robust risk and compliance framework for the sales analyst team, overseeing adherence to protocols and conducting recurring reviews.
• In collaboration with the Commercial Leadership team, provides insights and guidance on revenue generation, efficiency savings, and optimization initiatives.
• Provides direct guidance to supervisors/team leads, fostering coaching and training in proforma development, proposal creation, and customer profitability analysis for Treasury, Card, and Deposit opportunities.
• Leads the management of sales pipelines, accurately forecasting resource requirements for upcoming priority client deals, and ensuring resource allocation meets demand.
• Fosters and communicates the sales culture and vision within each division of the bank, aligning strategies with the overarching goals and values of the organization.
• Oversees the creation of comprehensive statistical performance reports for the team, fostering sharing of insights with leadership across the bank to inform decision-making.
• Acts as the escalation point for the sales analyst team and executive leadership, fostering timely solutions to challenges and facilitating effective communication.
• Collaborates with supervisors and Commercial Sales colleagues to ensure timely completion of critical reporting, accurate sales reports, updated pipelines, and appropriate flow of won deals.
• Maintains weekly Salesforce dashboards, fostering guidance to TPS Sales Analyst Supervisors/Team Leads to address discrepancies between sales opportunities and implementations.
• Works with department staff on individual professional development and career development opportunities.
• Facilitates team members in creating individual goals and development plans that align with the department goals.
• Works with UMB's Talent Acquisition team to identify and hire the most qualified and talented individuals to fill open positions within the team.
• Provides information and ongoing feedback to department staff regarding expectations and performance, salary adjustments and/or promotions.
• Addresses and resolves all performance concerns and issues in a timely manner.
• Prepares and conducts annual performance reviews within established deadlines.

Requirements

You possess a Bachelor’s degree in Business Administration/Management, Finance, or Related Field and 7+ years related experience in banking, preferably in sales and commercial banking. You have 5+ years supervisory, team lead, or other sales management experience. OR any combination of education and experience that would provide an equivalent background.

Qualifications

• Show high level analytical and financial modeling skills.
• Show comprehensive understanding of risk management and compliance protocols.
• Show exceptional communication, collaboration, and negotiation abilities.
• Show proficiency in utilizing CRM tools and software for performance tracking.
• Show in-depth knowledge of financial markets, industry trends, and regulatory changes.
• Show strategic thinking and problem-solving skills.
• Show the ability to foster a sales culture and align strategies with organizational goals.
• Show flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests.
• Show organizational skills and attention to detail.
• Show effective time management skills, disciplined self-motivation, resolution-based problem-solving abilities.
• Show the ability to work independently as well as in team environments.
• Show good interpersonal and networking skills to work with other internal areas.

Benefits

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.