Treasury Management Sales Consultant

Zions Bancorporation•South Ogden, UT

3h•Onsite

About The Position

Zions Bank is seeking a Treasury Management Sales Consultant focused on acquiring and expanding Treasury Management relationships within the small to medium-sized business (SMB) market. This entry-level, sales-oriented role is designed as a development pathway into advanced Treasury Management sales positions. The role emphasizes prospecting, referral-based selling, and consultative relationship development, providing hands-on experience identifying client needs and delivering treasury solutions that support business growth. You will work primarily in-office in a structured, closely managed environment that supports sales skill development and execution.

Requirements

Some banking, treasury/cash management, product sales, relationship management, lending, or other directly related experience required
Basic knowledge of banking, treasury management, banking/treasury products and procedures
Knowledge of applicable regulatory requirements
Good sales, client product, and relationship management skills
Strong influence, problem resolution, customer service, and communication skills (verbal and written)
Ability to multitask, complete assignments, and meet deadlines
Good attention to detail
Working knowledge of PCs and MS Office products
Bachelor’s degree in business, finance, or related field. Combination of education and experience may meet job requirements.

Responsibilities

Drive new Treasury Management revenue by identifying, prospecting, and engaging small to medium-sized business clients
Work closely with bank partners and relationship managers to receive, qualify, and convert referrals into Treasury Management opportunities
Build strong internal partnerships that create a consistent referral pipeline
Build and manage a healthy sales pipeline through outbound activity, referrals, and banker collaboration
Conduct discovery conversations to understand client cash flow, payment, and liquidity needs
Present and position Treasury Management solutions using a value-based, consultative sales approach
Collaborate with bankers and internal partners to uncover cross-sell opportunities and expand relationships
Develop strong sales fundamentals, including needs-based selling, objection handling, and closing techniques
Consistently meet activity, pipeline, and revenue goals aligned to the SMB market
Participate in sales training, coaching, and feedback to accelerate growth and readiness for advanced TM sales roles