Treasury Management Sales Officer
Company: Umpqua Bank
Location: Spokane
Posted on: September 17, 2023
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Job Description:
Umpqua Bank Treasury Management Sales Officer in Spokane ,
Washington Treasury Management Sales OfficerCommercial
BankingTacoma,WashingtonNA,WashingtonSpokane,WashingtonDescriptionAbout
Us:Umpqua Bank is a publicly traded financial holdings company,
headquartered in the Pacific Northwest with 6,000+ employees, which
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: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 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.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 conversation 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.Mentors and coaches more
junior TM consultants and associates, trains new TM consultants as
appropriate.Responsible for monitoring 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 product and
services.Demonstrate compliance with all bank regulations that
apply to your position and keep up to date on regulation
changes.Maintain working knowledge of our policies and procedures
regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank
Security, and other regulations that apply to your position.About
You:Bachelor's DegreeMaster's degree in finance, Accounting,
Marketing, Business2-4 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. RequiredExtensive 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 applicationsWe offer a
competitive total rewards package including base wages and
comprehensive benefits. The pay range for this role is
$84,770.00-$172,014.00, and the pay rate for the selected candidate
is dependent upon a variety of non-discriminatory factors
including, but not limited to, job-related knowledge, skills, and
experience, education, and geographic location. The role may be
eligible 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 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.Our
Commitment to Diversity:Umpqua Bank is an equal opportunity and
affirmative action employer committed to employing, engaging, and
developing a diverse workforce. All qualified applicants will
receive consideration for employment without 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
only intended for individuals seeking employment at 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
resumes to this site or to any Umpqua Bank employee and any such
submissions will be considered unsolicited unless requested
directly by a member of the Talent Acquisition team.
Keywords: Umpqua Bank, Spokane , Treasury Management Sales Officer, Executive , Spokane, Washington
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