Treasury Management Consultant

Columbia Bank•Vancouver, BC

2d•Onsite

About The Position

The Treasury Management Consultant provides a high-touch, consultative approach in a fast-paced, high-volume environment, supporting retail and small business clients with treasury management solutions that align to their daily banking and cash management needs. This role partners closely with Relationship Managers, Branch Leaders, and Division Managers to support a high volume of new client onboarding, treasury product sales, and ongoing relationship expansion. The Consultant actively engages with clients and internal partners to develop and execute sales strategies for both existing customers and new prospects while maintaining strong expertise in treasury management products and services. Working collaboratively across business lines, the role ensures a seamless onboarding experience, delivers responsive client support, and helps strengthen long-term banking relationships through frequent engagement and proactive service. 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. Coordinate client/prospect sales calls with Relationship Managers and Technical Solutions Consultant. Partner with 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. Facilitate the implementation and structure of new and existing services. Monitor industry trends and competitive practices, including the impact of technology, regulatory and legislative changes related to treasury management. Assist Product managers in the development of new product solutions and the enhancement of existing product and services by providing timely feedback. 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

4-7 years — of experience in treasury management sales, service and/or support.
Knowledge and understanding of bank payment systems, treasury management solutions and competitive practices.
Knowledge of sales principles and practices to effectively market treasury management solution to prospects and clients.
Experience with the development and execution of sales planning within assigned sales territory.
Ability to achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships.
Experience with effectively managing commercial account relationships and consulting client best practices and operations to identify deficiencies to develop and facilitate the implementation of effective solutions.
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

Bachelor's Degree in Finance, Accounting, Marketing, Business or other related fields

Responsibilities

Develop sales plans to identify the expansion of existing clients in conjunction with the Relationship Managers by preparing call schedules and presentations.
Present a consultative working cash flow presentation to prospects and existing clients.
Coordinate client/prospect sales calls with Relationship Managers and Technical Solutions Consultant.
Partner with 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.
Facilitate the implementation and structure of new and existing services.
Monitor industry trends and competitive practices, including the impact of technology, regulatory and legislative changes related to treasury management.
Assist Product managers in the development of new product solutions and the enhancement of existing product and services by providing timely feedback.
Demonstrate compliance with all bank regulations for assigned job function and applies to designated job responsibilities.
Keep up to date on regulation changes.
Follow 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 learn, demonstrate, and foster the Columbia corporate culture in all actions and words.
Take personal initiative and be a positive example for others to emulate.
Embrace our vision to become “Business Bank of Choice”
May perform other duties as assigned.

Benefits

Comprehensive healthcare coverage (medical, dental, and vision plans)
401(k)-retirement savings plan with employer match for qualifying associate contributions
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
Holidays