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US Bank

Senior Treasury Management Sales Consultant

Posted Yesterday
Be an Early Applicant
In-Office
San Francisco, CA, USA
148K-175K Annually
Senior level
In-Office
San Francisco, CA, USA
148K-175K Annually
Senior level
Develops and sells treasury management solutions to government clients, manages and expands customer relationships, delivers sales presentations, meets revenue and retention goals, coordinates service installation, and supports product/service development and market strategy. Role requires extensive travel and regular driving.
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At U.S. Bank, we’re 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

Works with bank partners to engage prospective clients, offering tailored, consultative guidance on optimizing cash flow processes and implementing best practices. Builds and nurtures strong relationships with existing customers to drive business growth and ensure exceptional service delivery. Leads impactful sales presentations, showcasing cutting-edge cash management solutions to educate and inspire clients. Identifies opportunities to sell additional U.S. Bancorp products and services that align with customer needs. Collaborates with leadership to craft innovative market strategies and establish clear, ambitious sales objectives. Committed to achieving and surpassing all assigned sales and revenue retention goals.

Position Highlights

  • Contacts prospective customers to provide consultative advice on current cash flow practices in order to develop treasury management business
  • Manages relationships with existing customers to ensure proper servicing of accounts and to expand existing business
  • Prepares sales presentations, explains services offered, and recommends solutions which would benefit clients
  • Identifies opportunities to sell other U.S. Bancorp products and services to meet customer needs
  • Assists management in developing a market strategy and in setting sales objectives
  • Responsible for meeting or exceeding all assigned sales and revenue retention goals
  • Assists in the design and oversees the proper installation of treasury management services
  • Assists management in the development of new services or the modification of existing services

Focused Market: This role is responsible for a national portfolio focused on Government clients.  The ideal candidate will be located in Northern California or Oregon and travel will be extensive.

* The TM Consultant is eligible for TM sales incentive pay

This position also requires 10 or more hours of driving per week. 

Basic Qualifications

  • Bachelor's degree, or equivalent work experience
  • 10 or more years of related experience

Preferred Skills and Experience

  • Extensive knowledge of treasury management products
  • Thorough knowledge of the organization and its products, services and operations
  • Strong sales and new business development skills
  • Excellent customer service/relations skills
  • Excellent presentation, verbal and written communication skills

Hybrid/flexible schedule

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and 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 veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $148,495.00 - $174,700.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

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