PMI Sales Analyst

PMI Sales Analyst

The PMI Sales Analyst (SA) is a key contact for Treasury Management customers. As an SA for complex corporate account relationships, they serve as the primary back-up to Payment Sales Consultants (PSCs) and assist with the selling of treasury management solutions and the management of the overall sales process. The SA is responsible to ensure that optimal levels of services are made available. Assisting PSC's in revenue-generating activities and providing primary client support through direct personal contact with customers is expected.

Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output.

Manage all pricing functions and new pricing requests. Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings.

Assist TMC in reviewing, participating and providing feedback in documenting the strategy and preparation of RFP/proposal content, review and coordination of client responses.

Facilitate and manage deal development process by collecting, inputting and monitoring client data through the deal team life cycle.

Create and update pipeline opportunities in sales tool. Assist TMC ramping opportunities by maintaining current and accurate client information.

Gathers necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and services.

Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends.

In collaboration with the TMC, participate in driving new sales opportunities by identifying client needs and cross-selling Treasury Management products and services. Displays knowledge, proficiency and professionalism in explaining, selling and administering products/services.

May participate in Working Capital customer engagement and creation of client materials.

Appropriately initiates actions necessary to meet client needs without explicit management direction or guidance. Uses good judgment in determining when management involvement is required.

Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development.

Participate in key relationship reviews when applicable.

Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures.

Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position.

Basic Qualifications:

-Bachelor's degree, or equivalent work experience

-Two or more years of relevant experience

Preferred Skills:

-Demonstrated proficiency of all Treasury Management products, systems, processes and understanding of customer use.

-Excellent professional communication and written presentation skills.

-Strong critical thinking, negotiation, problem solving and decision-making skills.

-Ability to manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervision.

-High level of technological ability, especially Microsoft Office applications.