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Columbia Bank · 2 weeks ago

Senior Treasury Management Consultant

Phoenix, AZ

Full-time

Onsite

Senior Level, Lead/Staff

$117K/yr - $160K/yr

10+ years exp

Columbia Bank is seeking a Senior Treasury Management Consultant to provide a consultative approach to large business clients with complex treasury needs. The role involves developing new treasury management business, collaborating with various teams, and mentoring junior consultants.

BankingFinanceFinancial Services

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 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

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 Columbia 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

Qualification

Treasury Management SalesBank Payment SystemsSales PlanningCustomer Relationship ManagementAnalytical SkillsMS Office ProficiencyCommunicationProblem SolvingOrganizational SkillsInterpersonal Skills

Required

Bachelor's Degree

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, 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 applications