Umpqua Bank
Overview
Senior Treasury Management Consultant
role at Umpqua Bank. In this role, you will be responsible for providing a consultative approach to large, more sophisticated business clients with complex treasury needs. Responsible for developing new treasury management business, expanding business relationships, including handling high touch clients. Collaborates with Relationship Managers and Division Managers, as well as other business lines to facilitate the onboarding of new clients to the bank. 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. Lead client/prospect sales calls with Relationship Managers and Technical Solutions Consultant. Drive the collaboration between business lines to implement new solutions for new and existing clients. Lead consultative conversations with new and existing customers to define the solutions to meet their goals and business objectives; lead and facilitate the implementation and structure of new and existing services. Mentor and coach more junior TM consultants and associates; train new TM consultants as appropriate. Monitor industry trends and competitive practices, including the impact of technology, regulatory and legislative changes related to treasury management. Partner with Product managers in the development of new product solutions and the enhancement of existing products and services. Demonstrate compliance with all bank regulations for assigned job function and stay up to date on regulation changes. Follow all bank policies and procedures, compliance regulations, and complete required training. Maintain a working knowledge of the bank's policies regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other applicable regulations. Coach or train others as needed and teach coursework as a subject matter expert. Actively learn and foster the Columbia corporate culture in all actions and words. Take initiative and be a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. Qualifications
Bachelor's Degree Master’s degree in finance, accounting, marketing, or business 2-4 years of experience in Treasury Management Sales, Sales Support, or other business-related experience More than 10 years of experience in treasury management sales, service and/or support. Required Extensive knowledge and understanding of bank payment systems, treasury management solutions and competitive practices Proficient knowledge of sales principles and practices to effectively market treasury management solution to prospects and clients Demonstrated strong ability to consistently develop and execute sales planning within assigned sales territory Proven ability to consistently achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships Proven ability to effectively manage complex commercial account relationships and consult client best practices and operations to identify deficiencies to lead, develop and implement effective solutions Extensive 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 Location
Phoenix, AZ or Las Vegas, NV (onsite) Compensation and Benefits
Pay range: $117,000.00 - $160,000.00. The role may be eligible for performance-based incentive compensation. We offer comprehensive healthcare coverage (medical, dental, vision), a 401(k) retirement plan with employer match, life and disability insurance, tuition assistance, mental health resources, identity protection, legal resources, and paid time off. Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least 30 hours weekly. Diversity and Inclusion
Columbia Bank is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other protected status. If you require accommodation to complete the application or interview(s), please email: [email protected]. Employment and Agencies
Our posted job opportunities are intended for individuals seeking employment at Columbia Bank. We do not accept unsolicited resumes or applications from agencies, and will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes unless requested directly by a Talent Acquisition member. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Banking
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Senior Treasury Management Consultant
role at Umpqua Bank. In this role, you will be responsible for providing a consultative approach to large, more sophisticated business clients with complex treasury needs. Responsible for developing new treasury management business, expanding business relationships, including handling high touch clients. Collaborates with Relationship Managers and Division Managers, as well as other business lines to facilitate the onboarding of new clients to the bank. 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. Lead client/prospect sales calls with Relationship Managers and Technical Solutions Consultant. Drive the collaboration between business lines to implement new solutions for new and existing clients. Lead consultative conversations with new and existing customers to define the solutions to meet their goals and business objectives; lead and facilitate the implementation and structure of new and existing services. Mentor and coach more junior TM consultants and associates; train new TM consultants as appropriate. Monitor industry trends and competitive practices, including the impact of technology, regulatory and legislative changes related to treasury management. Partner with Product managers in the development of new product solutions and the enhancement of existing products and services. Demonstrate compliance with all bank regulations for assigned job function and stay up to date on regulation changes. Follow all bank policies and procedures, compliance regulations, and complete required training. Maintain a working knowledge of the bank's policies regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other applicable regulations. Coach or train others as needed and teach coursework as a subject matter expert. Actively learn and foster the Columbia corporate culture in all actions and words. Take initiative and be a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. Qualifications
Bachelor's Degree Master’s degree in finance, accounting, marketing, or business 2-4 years of experience in Treasury Management Sales, Sales Support, or other business-related experience More than 10 years of experience in treasury management sales, service and/or support. Required Extensive knowledge and understanding of bank payment systems, treasury management solutions and competitive practices Proficient knowledge of sales principles and practices to effectively market treasury management solution to prospects and clients Demonstrated strong ability to consistently develop and execute sales planning within assigned sales territory Proven ability to consistently achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships Proven ability to effectively manage complex commercial account relationships and consult client best practices and operations to identify deficiencies to lead, develop and implement effective solutions Extensive 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 Location
Phoenix, AZ or Las Vegas, NV (onsite) Compensation and Benefits
Pay range: $117,000.00 - $160,000.00. The role may be eligible for performance-based incentive compensation. We offer comprehensive healthcare coverage (medical, dental, vision), a 401(k) retirement plan with employer match, life and disability insurance, tuition assistance, mental health resources, identity protection, legal resources, and paid time off. Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least 30 hours weekly. Diversity and Inclusion
Columbia Bank is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other protected status. If you require accommodation to complete the application or interview(s), please email: [email protected]. Employment and Agencies
Our posted job opportunities are intended for individuals seeking employment at Columbia Bank. We do not accept unsolicited resumes or applications from agencies, and will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes unless requested directly by a Talent Acquisition member. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Banking
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