Commercial Card Account Manager

Umpqua Bank • Vancouver, WA

387d • $86,000 - $130,000

About The Position

The Commercial Card Account Manager at Umpqua Bank is responsible for managing large and complex commercial card programs, serving as the main point of contact for company administrators and owners. This role involves collaborating with various bank consultants to optimize customer programs, monitor activity, and identify opportunities for growth. The position requires a strong understanding of payment systems and the ability to develop and execute sales strategies to enhance customer satisfaction and profitability.

Requirements

• H.S. Diploma/GED required; Bachelor's Degree preferred.
• 4-7 years of experience in Treasury Management sales, commercial card sales, or related fields.
• Extensive knowledge of cards, payments, and payment systems.
• Understanding of bank payment systems and treasury management products.
• Demonstrated ability to develop and execute sales planning within assigned territory.
• Proven track record of achieving sales and customer satisfaction goals.
• Strong analytical, problem-solving, customer service, organizational, and interpersonal skills.
• Excellent written and verbal communication skills.
• Proficient in MS Word, Excel, PowerPoint, and industry-specific software applications.

Responsibilities

• Manage large, complex commercial card programs as the main point of contact for administrators.
• Monitor customer activity and identify challenges or opportunities for improvement.
• Prepare and conduct annual customer program reviews with relevant stakeholders.
• Identify opportunities to expand customer spend and present new products to clients.
• Consult with clients to develop best practices and improve program efficiency.
• Coordinate project execution across internal support groups and client resources.
• Evaluate and identify new solutions and enhancements for commercial card programs.
• Maintain industry knowledge through seminars and publications to represent the payments landscape.
• Ensure compliance with bank regulations and complete required training.
• Coach, mentor, or train others as a subject matter expert.

Benefits

• Comprehensive healthcare coverage (medical, dental, and vision plans)
• 401(k) retirement savings plan with employer match
• Employee assistance program
• Life insurance
• Disability insurance
• Tuition assistance
• Mental health resources
• Identity theft protection
• Legal support
• Auto and home insurance
• Pet insurance
• Access to an online discount marketplace
• Paid vacation, sick days, volunteer days, and holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees