Treasury Management Sales Consultant - Seattle, WA

The Commerce Bank Northwest; Seattle (WA); On-site; USD 92,000 - 131,000; Full time

Benefits offered by this job

Health insurance

Life Insurance

Disability Insurance

Paid Time Off

401(k) with company match

Tuition Reimbursement

Job summary

The Commerce Bank Northwest in Seattle is seeking a Treasury Management Sales Consultant. You will service high-value clients, expand relationships, and align treasury products with client needs while coordinating with product/vendor teams.

Responsibilities include onboarding major relationships, addressing issues to resolution, and driving cross-sell opportunities, with a focus on exceptional client service.

Qualifications

• Requires a Bachelor's in business, finance or related field and some banking/treasury experience.
• Basic knowledge of banking, treasury management, products and procedures.
• Strong sales, client product and relationship management skills.
• Excellent written and verbal communication; ability to multitask and meet deadlines.

Responsibilities

• Provide primary servicing support for portfolio clients of high value, complex Treasury Management relationships.
• Expand and build relationships; maintain high client satisfaction by generating and servicing treasury needs.
• Track client issues to resolution and coordinate with other teams for action.
• Escalate issues as needed with bankers, management and product/vendor teams.
• Align loan clients with treasury products that fit ongoing needs.
• Identify other client banking needs and collaborate on cross-sell opportunities.
• Facilitate onboarding of major client relationships or complex industries.
• Review sales, service and implementation processes to identify efficiencies.
• Perform other duties as assigned.

Skills

Sales skills

Relationship management

Communication skills

Multitasking

Education

Bachelor's degree in business/finance

Tools

MS Office

Job description

At the Commerce Bank Northwest, we believe that delivering exceptional service to our clients is the single most important function we perform in our role as bankers. We are dedicated to enriching professional, nonprofit and business organizations by providing them and their principals with highly personalized banking and financial services from experienced bankers committed to long-term banking relationships., we believe that delivering exceptional service to our clients is the single most important function we perform in our role as bankers. We are dedicated to enriching professional, nonprofit and business organizations by providing them and their principals with highly personalized banking and financial services from experienced bankers committed to long-term banking relationships.

Treasury Management Sales Consultant in Seattle, WA.

Essential Functions:

• Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships.
• Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing and servicing the treasury needs of clients.
• Track client-related issues to resolution, including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously.
• Escalate issues as necessary with bankers, management, and product/vendor management teams.
• Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs.
• Identify other client banking needs and partner with key stakeholders on cross-sell opportunities.
• Facilitates onboarding of major client relationships or complex industry types.
• Review sales, service and implementation processes to recommend process efficiencies.
• Other duties as assigned.

Qualifications:

• Requires a Bachelor's in business, finance or related field and some banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and experience may meet job requirements.
• Basic knowledge of banking, treasury management, banking/treasury products, and procedures.
• Knowledge of applicable regulatory requirements.
• Good sales, client product, and relationship management skills.
• Good influence, problem resolution, customer service, and communication skills, both verbal and written. Ability to effectively multitask, complete assignments, and meet deadlines. Good attention to detail. Working knowledge of PCs and MS Office products.

Benefits:

• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $92,000 - $131,000 annually depending on job-related factors such as level of experience.