Treasury & Payment Sales Analyst Manager

Duties & 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. Collaborates with the Commercial Leadership team to provide insights and guidance on revenue generation, efficiency savings, and optimization initiatives. Provides direct guidance to supervisors and 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 overarching organizational goals and values. Oversees the creation of comprehensive statistical performance reports for the team and shares insights with leadership across the bank to inform decision‑making. Acts as the escalation point for the sales analyst team and executive leadership, facilitating timely solutions to challenges and 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. Monitors weekly Salesforce dashboards, guiding TPS Sales Analyst supervisors and team leads to address discrepancies between sales opportunities and implementations. Works with department staff on individual professional development and career development opportunities, and facilitates the creation of individual goals and development plans aligned with department goals. Collaborates with UMB’s Talent Acquisition team to identify and hire qualified individuals to fill open positions within the team. Provides ongoing feedback to department staff regarding expectations and performance, salary adjustments, and/or promotions. Addresses and resolves all performance concerns and issues promptly. Prepares and conducts annual performance reviews within established deadlines. Other duties as assigned. Qualifications Bachelor’s degree in Business Administration/Management, Finance, or related field. 7+ years of related banking experience, preferably in sales and commercial banking. 5+ years of supervisory, team‑lead, or sales‑management experience, or an equivalent combination of education and experience. Strong analytical and financial modeling skills. Comprehensive understanding of risk management and compliance protocols. Excellent communication, collaboration, and negotiation abilities. Proficiency with CRM tools and software for performance tracking. In‑depth knowledge of financial markets, industry trends, and regulatory changes. Strategic thinking and problem‑solving skills. Ability to foster a sales culture and align strategies with organizational goals. Flexibility and ability to multitask in a fast‑paced environment with quick turnaround requests. Strong organizational skills, attention to detail, and effective time management. Self‑motivation and resolution‑based problem‑solving abilities. Capability to work independently and within team environments, with strong interpersonal and networking skills. Compensation US Employees – Compensation ranges vary by location: California, Washington DC, New Jersey, and New York: $100,710 – $157,630 Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $91,950 – $144,320 All other states: $83,200 – $131,000 Compensation is a good‑faith estimate and may vary by geographic location, experience level, and other factors. Benefits UMB offers a comprehensive benefits program, including paid time off, a 401(k) matching program, annual incentive pay, paid holidays, medical, dental, vision, health savings, flexible spending, dependent care accounts, adoption assistance, an employee assistance program, fitness reimbursement, tuition reimbursement, and an associate wellbeing program. EEO Statement UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable law. If you need accommodation for any part of the employment process because of a disability, please contact View email address on click.appcast.io. Visiting the privacy notice for California job candidates will provide information about how personal data is collected and used during the application process. #J-18808-Ljbffr UMB Financial Corporation