Treasury Management Sales Consultant – Seattle, WA

Zionsbancorp; United States; On-site; USD 92,000 - 131,000; Full time

Benefits offered by this job

Health Insurance

Life Insurance

Disability Insurance

Paid Time Off

Job summary

Zions Bancorporation in Seattle, WA seeks a seasoned Treasury Management Sales Consultant to deliver servicing excellence for high-value treasury clients. You will expand relationships, manage treasury needs, and coordinate with product/vendor teams to resolve issues promptly.

The role emphasizes cross-sell opportunities, onboarding major relationships, and improving processes while leveraging strong banking knowledge and client service skills.

Qualifications

• Requires a Bachelor’s in business, finance or related field and some banking, treasury/cash management, product sales, relationship management, lending or other related experience.
• 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 multitask, meet deadlines, and use PCs and MS Office.

Responsibilities

• Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships.
• Expands and builds relationships, maintains high client satisfaction, and services treasury needs.
• Tracks client issues to resolution and coordinates with other teams for action.
• Escalates issues to bankers, management, and product/vendor teams.
• Aligns loan clients with treasury products to fit ongoing needs.
• Identifies other client banking needs and partners on cross-sell opportunities.
• Facilitates onboarding of major client relationships or complex industry types.
• Reviews sales, service and implementation processes to recommend efficiencies.

Skills

Sales & relationship management

Customer service

Communication skills

Problem solving

MS Office

Education

Bachelor’s in business, finance or related field

Tools

MS Office

Job description

Treasury Management Sales Consultant – Seattle, WA(

Job Number:

1. hours per week: 40

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.

We are looking for a seasoned 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.

Work Locations

Washington-Seattle-WA – TCBNW-Seattle
Treasury Mgmt

ABOUT OUR COMPANY

Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.
For more information, click here

Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
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