Treasury Management Sales Officer

About 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.

• Lead client/prospect sales calls with Relationship Managers and Technical Solutions Consultant.
• Responsible for monitoring industry trends and competitive practices, including the impact of technology, regulatory and legislative changes related to treasury management.
• Mentors and coaches more junior TM consultants and associates, trains new TM consultants as appropriate.
• Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
• 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.
• Partner with Product managers in the development of new product solutions and the enhancement of existing product and services.
• Develop sales plans to identify the expansion of existing clients in conjunction with the Relationship Managers by preparing call schedules and presentations.
• Drive the collaboration between business lines to implement new solutions for new and existing clients.
• Responsible for presenting a consultative working cash flow presentation to prospects and existing clients.
• 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:

• Extensive knowledge and understanding of bank payment systems, treasury management solutions and competitive practices.
• More than 10 years of experience in treasury management sales, service and/or support. Required
• Proven ability to consistently achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships.
• Master’s degree in finance, Accounting, Marketing, Business2-4 years of experience in Treasury Management Sales, Sales Support, or other business-related experience.
• 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.
• Proficient knowledge of sales principles and practices to effectively market treasury management solution to prospects and clients.
• 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
• Bachelor's Degree
• Demonstrated strong ability to consistently develop and execute sales planning within assigned sales territory.

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $84,770.00-$190,056, 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.