What are the responsibilities and job description for the Treasury Management Sales Consultant - Seattle, WA (In Office) position at The Commerce Bank?
The Commerce Bank of Washington, a division of Zions Bancorporation, is currently seeking the optimal candidate to fill a Treasury Management Sales Consultant position in Seattle, WA. This is a 100% in office role. This individual will be responsible for ensuring a high level of client support and maintaining the back-office administration for all TM products and services. The ideal candidate will have a banking background with a working knowledge of Treasury Management products including but not limited to ACH Origination, Account Analysis, Bill Pay, Credit/Debit Cards, Remote Deposit Capture, Positive Pay, and Sweeps.
Responsibilities :
* 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 Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* 15 days of Paid Time Off (PTO). (PTO covers both sick and vacation days without distinguishing between them), 11 Paid Federal Holidays, and any applicable state holiday
* Salary Range:$63,825 to $93,610 depending on experience
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Employee Ambassador preferred banking products
Responsibilities :
* 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 Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* 15 days of Paid Time Off (PTO). (PTO covers both sick and vacation days without distinguishing between them), 11 Paid Federal Holidays, and any applicable state holiday
* Salary Range:$63,825 to $93,610 depending on experience
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Employee Ambassador preferred banking products
Salary : $63,825 - $93,610