Senior Treasury Management Consultant
: Job Details :

Umpqua Bank Senior Treasury Management Consultant Encino, California Apply Now

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:

In this role, you will be responsible for providing a consultative approach to large, more sophisticated municipal clients with complex treasury needs. Responsibilities include:

Developing new treasury management business and expanding relationships with high-touch clients.

Collaborating with Relationship Managers, Market Managers, Division Managers, and other business lines to facilitate the onboarding of new clients to the bank.

Developing sales plans to identify the expansion of existing clients in conjunction with the Relationship Managers.

Presenting a consultative working capital approach to prospects and existing clients.

Leading the RFP process with Relationship Managers, Technical Solutions Consultant, and other respective business partners.

Coordinating, attending, presenting, and traveling for municipal and industry trade conferences.

Leading consultative conversations with new and existing customers to define solutions that meet their goals and business objectives.

Mentoring and coaching more junior TM consultants and analysts, training new TM consultants as appropriate.

Monitoring industry trends and competitive practices, including the impact of technology, regulatory, and legislative changes related to treasury management.

Partnering with Technical Solutions Consultants and product managers in the development of new product solutions and enhancement of existing products and services.

Demonstrating compliance with all bank regulations for assigned job functions.

Maintaining a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations applicable to this job description.

Actively learning, demonstrating, and fostering the Umpqua corporate culture in all actions and words.

Taking personal initiative and being a positive example for others to emulate.

Embracing our vision to become the Business Bank of Choice.

About You:

• Bachelor's Degree required.
• Master's degree in finance, Accounting, Marketing, or Business preferred.
• 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 solutions to prospects and clients.
• Demonstrated strong ability to consistently develop and execute sales planning within assigned sales territory.
• Proven ability to achieve established sales and customer satisfaction goals.
• Excellent analytical, problem-solving, 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.

Workstyle: Fully onsite.

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $112,000.00 - $160,000.00 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, experience, education, and geographic location. The role may be eligible for performance-based incentive compensation.

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 will not be responsible for any fees related to unsolicited resume submissions.

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