Treasury Management Consultant - Umpqua Bank
Portland, OR
About the Job
Treasury Management Consultant
Corporate Administration
Tacoma,
Washington
Tacoma,
Washington
Portland,
Oregon
Description
About Us:
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Role:
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 toProduct 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.
About You:
+ 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.
Workstyle: Fully onsite.
Our Benefits:
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $85,000.00- $125,000.00and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifyingassociate 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.
Our Commitment to Diversity :
Umpqua Bank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: [email protected] .
To Staffing and Recruiting Agencies:
Our posted job opportunities are onlyintendedfor individuals seekingemploymentat Umpqua Bank.Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.
Corporate Administration
Tacoma,
Washington
Tacoma,
Washington
Portland,
Oregon
Description
About Us:
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Role:
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 toProduct 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.
About You:
+ 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.
Workstyle: Fully onsite.
Our Benefits:
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $85,000.00- $125,000.00and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifyingassociate 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.
Our Commitment to Diversity :
Umpqua Bank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: [email protected] .
To Staffing and Recruiting Agencies:
Our posted job opportunities are onlyintendedfor individuals seekingemploymentat Umpqua Bank.Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.
Source : Umpqua Bank
