Senior Treasury Management Consultant

Company: Umpqua Bank
Location: San Jose
Posted on: November 6, 2024

Job Description:

Umpqua Bank Senior Treasury Management Consultant in San Jose, CaliforniaDescriptionAbout Us: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 following the recent merger with Columbia Bank, as 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:Responsible for providing a consultative approach to large, more sophisticated business clients with complex treasury needs. Primary focus on Commercial Real Estate lending, including but not limited to homebuilder finance, affordable housing, and large-scale construction and term lending. 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 onboarding 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 conversations 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 products and services.Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities. 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.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 "The World's Greatest Bank." May perform other duties as assigned.About You:Bachelor's Degree required; Master's degree in finance, Accounting, Marketing, Business preferred.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 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.Certified Treasury Professional (CTP) or willingness to obtain.Workstyle: Fully onsite.We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $120,000.00-$185,000.00, 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, 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]
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Keywords: Umpqua Bank, Tracy , Senior Treasury Management Consultant, Accounting, Auditing , San Jose, California