TM Sales Consultant - Eastern Idaho

Zions Bancorporation • Idaho Falls, ID

1d

About The Position

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we’re committed to being the premier employer of choice.
We’re proud to have ranked among American Banker magazine’s “Best Banks to Work For” almost every year since 2013, as Best Employer from Utah’s Best of State, among the Best Places to Work in Idaho, and “among the Salt Lake Tribune’s Top Workplaces. Make the leap into a new era of banking. Let us transform your career.
The ideal candidate for the TM Sales Consultant for Eastern Idaho and Western Wyoming will have the skills and experience necessary to:
Provide primary servicing support for portfolio clients of high value, complex Treasury Management relationships.
Expand and build relationships, maintaining a high level of client satisfaction by generating, managing, and servicing the treasury needs of clients.
Track client-related issues to resolution, including those handed off to other teams for action and ensure client issues are resolved appropriately and expeditiously.
Escalate issues as necessary with bankers, management, and product/vendor management teams.
Properly aligning loan clients with treasury products, which fit their ongoing needs.
Identify other client banking needs and partner with key stakeholders on cross sell opportunities.
Facilitate onboarding of major client relationships or complex industry types.
Review sales, service, and implementation processes to recommend process efficiencies.
Other duties as assigned.

Requirements

• Requires a bachelor’s in business, finance or related field and some banking, treasury/cash management, product sales, relationship management, lending, or other directly related experience. A combination of education and experience may meet job requirements.
• Basic knowledge of banking, treasury management, banking/treasury products and procedures.
• Knowledge of applicable regulatory requirements.
• Good sales, client product and relationship management skills.
• Good influence, problem resolution, customer service and communication skills, both verbal and written.
• Ability to effectively multitask, complete assignments and meet deadlines.
• Good attention to detail.
• Working knowledge of PCs and MS Office products.

Responsibilities

• Provide primary servicing support for portfolio clients of high value, complex Treasury Management relationships.
• Expand and build relationships, maintaining a high level of client satisfaction by generating, managing, and servicing the treasury needs of clients.
• Track client-related issues to resolution, including those handed off to other teams for action and ensure client issues are resolved appropriately and expeditiously.
• Escalate issues as necessary with bankers, management, and product/vendor management teams.
• Properly aligning loan clients with treasury products, which fit their ongoing needs.
• Identify other client banking needs and partner with key stakeholders on cross sell opportunities.
• Facilitate onboarding of major client relationships or complex industry types.
• Review sales, service, and implementation processes to recommend process efficiencies.
• Other duties as assigned.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employee
• Employee Ambassador preferred banking products

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees