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Ben Persson
Commercial Card Sales Analyst @Umpqua Bank
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WORK HISTORY
Commercial Card Sales Analyst @Umpqua Bank
Portland, OR, US
Prepare and manage treasury management service agreements, and other client-facing sales related documentation to promote the sale of our commercial card and related products. This includes creating customized sales proposals, account schematics and proformas- Responsible for owning post-sale activities such as implementation for domestic and international treasury solution implementations, CRM system input, accuracy of sales data, and joining implementation meetings for complex/ongoing implementations- Ensure that implementation and delivery of our solutions is completed within agreed upon timeframes and within our service level agreements (SLAs)- Identify and cross-sell treasury management solutions through needs analysis approach and use of bank leads technology (USLs). I follow up by phone, or virtually on sales referrals from Community & Business Banking and/or Middle-Market bankers with my TMC’s- Responsible for follow up and resolution of problems; billing issues, assisting clients in navigating the bank by liaising with the Client Service, Account Analysis, and other partner teams to provide a prompt response- Lead post-implementation client review process and report status to TMC and relationship team within 30-60-90 days; deliver sales recommendations based on status. I collaborate with my TMC, technical consultant, business partners, and relationship team in the completion of working capital analysis and Request for Proposals (RFPs).
EDUCATION
University of Minnesota-Twin Cities
Bachelor's of Environmental Design
North Park University
Bachelor of Science (BS)
SKILLS
ABOUT BEN PERSSON
Organized, highly creative professional looking to grow his career in sales.
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