Sales Operations Support Analyst
About the role
Job Description
We are seeking a dedicated Sales Operations Support Analyst to provide comprehensive support to business lines within the Business Banking Segment. This role is within the larger Business Segment Enablement and Productivity Teams and mainly involves conducting research and analysis related to the Sales Validation Process for production and incentive calculations, as well as supporting the implementation of new or revised banking products or services.
This role will also be responsible for supporting Business Segment bankers through researching and resolving inquiries across various Sales Enablement support functions including platforms such as Salesforce and nCino, and Digital Tools such as Virtual Document Signing, Seismic, Document Exchange, Appointment Scheduling, and more. The role will also support functions within the Deposit Operations department related to interest rate exception requests and customer bonus research.
The Sales Operations Support Analyst will:
- Provide support to assigned business lines or functional areas within the Business Banking Segment.
- Conduct research and analysis to assist bankers throughout the sales life cycle.
- Enable effective communication of technical or complex operational functions to bankers in an accessible and actionable manner.
- Addressing escalations and collaborating with partners to resolve issues and defects with processes identified through inquiries
- Facilitating communications across the segment
- Managing queue processing
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically three to five years of related experience
Preferred Skills/Experience
- Proficiency in Salesforce and/or nCino CRM
- Experience with Hogan and Fusion
- Prior Banking product or sales support experience
- Working knowledge of Power BI or other data visualization tools to present sales and operational data in a clear, actionable format
- Strong understanding of sales, operations, and support functions
- Excellent analytical and problem-solving skills
- Ability to work independently and exercise discernment in making judgment calls, as well as interacting with partners to resolve outstanding sales operations issues
- Working knowledge of performance reporting
- Strong communication skills, both written and verbal
- Experience in data analysis including proficiency in Excel (e.g., VLOOKUP)
- Help desk support experience with the ability to translate technical or complex operational functions to bankers in an accessible and actionable way
- Ability to identify and resolve exceptions
- Comfortable with technology changes and enthusiastic about championing new ways of working for bankers
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and 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 veteran status, and other factors protected under applicable law.
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