Demo

Senior Treasury Management Consultant

Umpqua Bank
Washington, DC Full Time
POSTED ON 4/15/2025
AVAILABLE BEFORE 5/13/2025

Umpqua Bank Senior Treasury Management Consultant in Portland, Oregon

Description

About 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 as, following the recent merger with Columbia Bank, 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 :

  • Provide a consultative approach to large, sophisticated business clients with complex treasury needs.
  • Develop new treasury management business and expand business relationships, including handling high touch clients.
  • Collaborate with Relationship Managers and Division Managers to facilitate the onboarding of new clients.
  • Develop sales plans to identify the expansion of existing clients in conjunction with Relationship Managers.
  • Present a consultative working cash flow presentation to prospects and existing clients.
  • Lead client / prospect sales calls with Relationship Managers and Technical Solutions Consultant.
  • Drive collaboration between business lines to implement new solutions for clients.
  • Lead consultative conversations with customers to define solutions to meet their goals.
  • Mentor and coach junior TM consultants and associates.
  • Monitor industry trends and competitive practices, including technology and regulatory changes.
  • Partner with Product Managers in the development of new product solutions.
  • Demonstrate compliance with all bank regulations and keep up to date on regulation changes.
  • Follow all Bank policies and procedures, compliance regulations, and complete all required training.
  • Maintain a working knowledge of Bank's written policies regarding Bank Secrecy Act and other regulations.
  • Actively learn and foster the Umpqua corporate culture.
  • Take personal initiative and be a positive example for others.

About You :

  • Bachelor's Degree required; Master’s degree in finance, Accounting, Marketing, or Business preferred.
  • 2-4 years of experience in Treasury Management Sales or related fields.
  • More than 10 years of experience in treasury management sales, service, and / or support required.
  • Extensive knowledge of bank payment systems and treasury management solutions.
  • Proficient in sales principles and practices.
  • Strong ability to develop and execute sales planning.
  • Proven ability to manage complex commercial account relationships.
  • Excellent analytical, problem-solving, customer service, organizational, and interpersonal skills.
  • Excellent written and verbal communication skills.
  • Proficient in MS Word, Excel, PowerPoint, and industry-specific software applications.
  • Workstyle : Fully onsite

    We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $110,000.00 - $150,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including job-related knowledge, skills, experience, education, and geographic location. The role may be eligible for performance-based incentive compensation.

    We offer eligible associates comprehensive healthcare coverage, a 401(k)-retirement savings plan with employer match, and other benefits. 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.

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    Salary : $110,000 - $150,000

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