Treasury Management Consultant

Umpqua Bank Corp•Kennewick, WA

57d•$81,000 - $120,000•Onsite

About The Position

Responsible for providing a consultative approach to business clients to identify treasury management solutions. Responsible for providing sales support of new treasury management business and the expansion of business relationships. Develop sales plans for existing customer and new business prospects, while maintaining knowledge of treasury management solutions. 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. 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. Provide assistance to 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 Umpqua 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

High school diploma or GED required.
Bachelor's degree in finance, Accounting, Marketing, Business or other related fields
4-7 years of experience in treasury management sales, service and/or support. Required
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 application.

Responsibilities

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.
Provide assistance to 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 Umpqua 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.

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.

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