Payments Advisor - West Coast Territory


At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Elan Advisory Services Payment Advisors (PA) are responsible for sales and new business development within the U.S. financial institution channel, with a primary focus on Stages 1-4 of Elan’s seven stage sales process. 
Responsible for:
  • Analyzing and researching potential credit union clients to uncover opportunities, triggers for opportunities, and develops and implements sales pitches that generate interest with prospective FI clients.
  • Leveraging complex sales tools, such as: case studies, thought leadership pieces, benchmarking analysis, peer analysis and industry trending to gain an audience, engagement and commitment from key decision makers at prospect financial institutions.
  • Maintaining high level knowledge of multiple U.S. Bank solutions:  consumer and small business credit card program, Commercial Card program, Merchant Services, ATM and Debit processing program, and mortgage solutions.
  • Networking with industry influencers within territory to develop opportunities to gain audiences with prospective credit unions.
  • Developing and maintaining high level of industry knowledge to efficiently and effectively identify trends and opportunities in the FI space.
  • Prospecting and gaining audiences with credit unions from among a portfolio of approximately 300 financial institutions in a multiple state region.
  • Presenting and pitching solutions to senior leaders at prospective credit unions. These presentations, depending on the opportunity and situation, can be over the phone, via WebEx, or in person. 



Basic Qualifications
- Bachelor's degree, or equivalent work experience

- Five or more years of sales experience.

- The ability to travel a minimum of 50-60% of the time. 

Preferred Skills/Experience

- Exceptional influencing and negotiation, independent judgment, critical
  thinking, and decision making skills.

- Excellent leadership and management skills of processes, projects and

  people, interpersonal, written and verbal communication, analytical,

  presentation, and problem-solving skills.

- Well developed analytical and research skills.

- The ability to work well under deadline pressure with limited direct supervision.

- PC proficiency using a variety of software packages in a Windows

  based environment.  

- Proven ability to prospect and gain commitments in the financial institution

  (FI) industry.

- Thorough knowledge of the U.S. FI market, specifically credit unions.

- A strong understanding of all products and services applicable to target client


- A thorough knowledge of applicable policies and procedures




Relationship Management

Primary Location


Other Locations

Other Locations Nevada, Utah, Oregon, Washington


1st - Daytime


Yes, 50 % of the Time

Average Hours Per Week