Treasury Management Consultant

Columbia Bank; Denver (CO); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) match

Employee assistance

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity protection

Legal support

Auto & home insurance

Pet insurance

Discount marketplace

Paid time off

Job summary

Columbia Bank in Denver seeks an experienced Treasury Management Consultant to provide consultative service to large business clients with complex treasury needs. You will develop new treasury management business, expand relationships, onboard clients, mentor junior staff, and collaborate with Relationship Managers to implement solutions.

The role requires extensive treasury management knowledge, strong sales planning, and excellent communication.

Qualifications

• Bachelor's degree in Finance, Accounting, Marketing, Business or related field (preferred).
• Master’s degree (preferred).
• 10+ years of treasury management sales, service and/or support experience.
• Extensive knowledge of bank payment systems and treasury management solutions.
• Proven ability to develop and execute sales plans in assigned territory.
• Strong analytical, problem-solving and customer service skills.
• Excellent written and verbal communication skills.
• Proficient in MS Word, Excel, PowerPoint and industry software.

Responsibilities

• Develop new treasury management business and expand relationships.
• Lead client/prospect calls with Relationship Managers and Solutions Consultant.
• Collaborate with product teams to create or enhance treasury solutions.
• Mentor junior consultants and train new staff as appropriate.
• Onboard new clients and ensure successful implementation of services.
• Monitor industry trends and regulatory changes affecting treasury management.

Skills

Treasury management sales

Consultative selling

Analytical thinking

Customer service

Communication skills

Education

Bachelor's degree

Master's degree

Tools

MS Word

Excel

PowerPoint

Industry software

Job description

About the Role:

Responsible for providing a consultative approach to large, more sophisticated business clients with complex treasury needs, and / or a broad and deep client base of TM customers that have standard to mid-sized treasury needs. Responsible for developing new treasury management business, expanding business relationships, including handling high touch clients. Collaborates with Relationship Managers, Bankers and Division Managers, as well as other business lines and business partners to facilitate the on boarding of new clients to the bank. Consults with clients on their entire Working Capital Management cycle, from receivables to payables, liquidity, international / FX and credit needs when appropriate. 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.

About You:

• Bachelor's Degree in Finance, Accounting, Marketing, Business or other related fields (preferred)
• Master’s Degree (preferred)
• More than 10 years — of experience in treasury management sales, service and/or support. (Req)
• 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.

Travel Requirements Frequent

The pay range for this role is $110,000.00 - $150,000.00. 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.

Primary Location:

Ability to work fully onsite at posted location(s). 1801 California Street Suite 800 Denver CO 80202

Our Benefits:

• 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.

Our Commitment to Diversity:

Columbia 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: [e-mail].