Treasury Management Consultant

About the position

In this role, you will be responsible for providing a consultative approach to large, more sophisticated municipal clients with complex treasury needs. Responsible for developing new treasury management business, expanding relationships, including handling high touch clients. Collaborates with Relationship Managers, Market Managers and Division Managers, as well as other business lines to facilitate the on boarding 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.
• Responsible for presenting a consultative working capital approach to prospects and existing clients.
• Lead RFP process with Relationship Managers, Technical Solutions Consultant, and other respective business partners.
• Coordinate, attend, present and travel for municipal and industry trade conferences in market.
• Lead consultative conversation with new and existing customers to define the solutions to meet their goals and business objectives.
• Mentors and coaches more junior TM consultants and analysts, 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 Technical Solutions Consultants and product managers in the development of new product solutions and the enhancement of existing product and services.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities.
• 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'.

Requirements

• Bachelor's Degree.
• Master's degree in finance, Accounting, Marketing, 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.
• 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.
• Proven ability to effectively manage complex commercial account relationships and consult client best practices and operations to identify deficiencies.
• 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.

Benefits

• Comprehensive healthcare coverage (medical, dental, and vision plans).
• 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.
• Access to an online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays.