Senior Treasury Management Consultant

Umpqua Bank Corp • South Jordan, UT

59d • $105,000 - $175,000 • Onsite

About The Position

In this role, you will be responsible for providing a consultative approach to large, more sophisticated business clients with complex treasury needs. Responsible for developing new treasury management business, expanding business relationships, including handling high touch clients. Collaborates with Relationship Managers and Division Managers, as well as other business lines to facilitate the on boarding of new clients to the bank. Develop sales plans to identify the expansion of existing clients in conjunction with the Relationship Managers by preparing call schedules and presentations. Responsible for presenting a consultative working cash flow presentation to prospects and existing clients. Lead client/prospect sales calls with Relationship Managers and Technical Solutions Consultant. Drive the collaboration between business lines to implement new solutions for new and existing clients. Lead consultative conversation with new and existing customers to define the solutions to meet their goals and business objectives. Lead and facilitate the implementation and structure of new and existing services. Mentors and coaches more junior TM consultants and associates, trains new TM consultants as appropriate. Responsible for monitoring industry trends and competitive practices, including the impact of technology, regulatory and legislative changes related to treasury management. Partner with Product managers in the development of new product solutions and the enhancement of existing product and services. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "Business Bank of Choice" May perform other duties as assigned.

Requirements

• Bachelor's Degree
• 2-4 years of experience in Treasury Management Sales, Sales Support, or other business-related experience.
• More than 10 years of experience in treasury management sales, service and/or support. Required
• Extensive knowledge and understanding of bank payment systems, treasury management solutions and competitive practices.
• Proficient knowledge of sales principles and practices to effectively market treasury management solution to prospects and clients.
• Demonstrated strong ability to consistently develop and execute sales planning within assigned sales territory.
• Proven ability to consistently achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships.
• Proven ability to effectively manage complex commercial account relationships and consult client best practices and operations to identify deficiencies to lead, develop and implement effective solutions.
• Extensive analytical, problem solving, excellent customer service, organizational and interpersonal skills. Excellent written and verbal communication skills required to lead, develop, and present effective sales proposals.
• Proficient in MS Word, Excel, PowerPoint, and industry specific software applications.

Nice To Haves

• Master's degree in finance, Accounting, Marketing, Business

Responsibilities

• Providing a consultative approach to large, more sophisticated business clients with complex treasury needs.
• Developing new treasury management business, expanding business relationships, including handling high touch clients.
• Collaborating with Relationship Managers and Division Managers, as well as other business lines to facilitate the on boarding of new clients to the bank.
• Developing sales plans to identify the expansion of existing clients in conjunction with the Relationship Managers by preparing call schedules and presentations.
• Presenting a consultative working cash flow presentation to prospects and existing clients.
• Leading client/prospect sales calls with Relationship Managers and Technical Solutions Consultant.
• Driving the collaboration between business lines to implement new solutions for new and existing clients.
• Leading consultative conversation with new and existing customers to define the solutions to meet their goals and business objectives.
• Leading and facilitating the implementation and structure of new and existing services.
• Mentoring and coaching more junior TM consultants and associates, trains new TM consultants as appropriate.
• Monitoring industry trends and competitive practices, including the impact of technology, regulatory and legislative changes related to treasury management.
• Partnering with Product managers in the development of new product solutions and the enhancement of existing product and services.
• Demonstrating compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training.
• Following all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintaining a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• Actively learning, demonstrating, and fostering the Columbia corporate culture in all actions and words.
• Taking personal initiative and is a positive example for others to emulate.
• Embracing our vision to become "Business Bank of Choice"
• May perform other duties as assigned.

Benefits

• We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an 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, and paid vacation, sick days, volunteer days, and holidays.
• Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

What This Job Offers

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