Treasury Management Consultant

Columbia Bank • Denver, CO

13h • Onsite

About The Position

The Treasury Management Consultant provides consultative support to large, sophisticated business clients with complex treasury needs and/or a broad client base with standard to mid-sized treasury needs. The role develops new treasury management business, expands existing relationships, and supports high-touch clients. The consultant works with Relationship Managers, Bankers, Division Managers, other business lines, and business partners to onboard clients and deliver solutions across the working capital management cycle, including receivables, payables, liquidity, international/foreign exchange, and credit needs when appropriate.

The consultant develops sales plans, prepares call schedules and presentations, leads sales calls and consultative conversations, presents working cash flow analyses, and identifies solutions that support client goals. The role drives collaboration and implementation of services for new and existing clients, mentors and trains colleagues, monitors industry and regulatory developments, and partners with Product Managers on new and enhanced offerings. It also requires adherence to bank policies, regulations, and required training, while supporting Columbia Bank’s corporate culture and vision.

Requirements

• More than 10 years of experience in treasury management sales, service, and/or support.
• Extensive knowledge and understanding of bank payment systems, treasury management solutions, and competitive practices.
• Proficient knowledge of sales principles and practices to market treasury management solutions to prospects and clients.
• Demonstrated ability to develop and execute sales plans within an assigned sales territory.
• Proven ability to achieve sales and customer satisfaction goals, develop new business, and build or source new relationships.
• Proven ability to manage complex commercial account relationships and assess client best practices and operations to identify deficiencies and develop and implement solutions.
• Strong analytical, problem-solving, customer service, organizational, and interpersonal skills.
• Excellent written and verbal communication skills to lead, develop, and present effective sales proposals.
• Proficiency in MS Word, Excel, PowerPoint, and industry-specific software applications.
• Frequent travel is required.
• Ability to work fully onsite at the posted location.

Nice To Haves

• Bachelor’s degree in Finance, Accounting, Marketing, Business, or a related field.
• Master’s degree.

Responsibilities

• Develop new treasury management business and expand existing business relationships, including high-touch client relationships.
• Collaborate with Relationship Managers, Bankers, Division Managers, business lines, and business partners to facilitate onboarding of new clients.
• Consult with clients across the working capital management cycle, including receivables, payables, liquidity, international/foreign exchange, and credit needs when appropriate.
• Develop sales plans to identify opportunities with existing clients in conjunction with Relationship Managers, including preparing call schedules and presentations.
• Present consultative working cash flow presentations to prospects and existing clients.
• Lead sales calls with Relationship Managers and Technical Solutions Consultants.
• Coordinate collaboration between business lines to implement solutions for new and existing clients.
• Lead consultative conversations to define solutions that meet customers’ goals and business objectives.
• Lead and facilitate the implementation and structuring of new and existing services.
• Mentor, coach, and train more junior Treasury Management consultants and associates, as appropriate.
• Monitor industry trends, competitive practices, and technology, regulatory, and legislative changes related to treasury management.
• Partner with Product Managers to develop new product solutions and enhance existing products and services.
• Comply with applicable bank regulations, policies, procedures, and required annual or job-specific training; maintain knowledge of applicable regulations, including Bank Secrecy Act, Regulation CC, and Regulation E.
• Actively learn, demonstrate, and foster Columbia’s corporate culture and take personal initiative as a positive example.
• Perform other duties as assigned.

Benefits

• Medical, dental, and vision coverage
• 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
• Online discount marketplace
• Paid vacation, sick days, volunteer days, and holidays
• Possible performance-based incentive compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed