Senior Treasury Management Consultant at Umpqua Bank Phoenix, AZ

Senior Treasury Management Consultant

Umpqua Bank – Phoenix, AZ or Las Vegas, NV

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values.

• 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, Division Managers, and other business lines to facilitate the onboarding of new clients.
• Develop sales plans to identify expansion opportunities with existing clients, preparing call schedules and presentations.
• Present consultative cash‑flow presentations to prospects and existing clients.
• Lead client/prospect sales calls with Relationship Managers and Technical Solutions Consultants.
• Drive collaboration between business lines to implement new solutions for new and existing clients.
• Lead consultative conversations with new and existing customers to define solutions that meet their goals and objectives.
• Lead and facilitate the implementation and structuring of new and existing services.
• Mentor and coach junior Treasury Management consultants and associates, training new consultants as appropriate.
• Monitor industry trends and competitive practices, including technologies, regulations, and legislative changes related to treasury management.
• Partner with Product Managers in the development of new product solutions and enhancement of existing products and services.
• Demonstrate compliance with all bank regulations for the assigned job function and apply to designated responsibilities.
• Follow all Bank policies and procedures, compliance regulations, and complete all required annual or job‑specific training.
• Maintain knowledge of the Bank’s written policies regarding the Bank Secrecy Act, Regulation CC, RegulationE, Bank Security, and other applicable regulations.
• May coach, mentor, or train others and teach coursework as a subject‑matter expert.
• Actively learn, demonstrate, and foster the Umpqua corporate culture.
• Take personal initiative and serve as a positive example for others.
• Embrace Umpqua’s vision to become the “Business Bank of Choice.”
• Perform other duties as assigned.

• Bachelor’s Degree;
  Master’s degree in Finance, Accounting, Marketing or Business is a plus.
• 2–4 years of experience in Treasury Management Sales, Sales Support, or related business roles; or more than 10 years of experience in treasury management sales, service and/or support.
• Extensive knowledge of bank payment systems, treasury management solutions, and competitive practices.
• Proficient knowledge of sales principles and practices to market treasury management solutions effectively.
• Strong ability to develop and execute sales planning within an assigned sales territory.
• Proven track record of achieving sales and customer satisfaction goals, building and sourcing new relationships, and developing new business.
• Experience managing complex commercial account relationships and consulting clients on best practices and operations.
• Excellent analytical, problem‑solving, customer‑service, organizational and interpersonal skills.
• Exceptional written and verbal communication skills for leading, developing, and presenting sales proposals.
• Proficiency in MS Word, Excel, PowerPoint, and industry‑specific software applications.

Ability to work fully onsite at the posted location(s):
Phoenix, AZ or Las Vegas, NV.

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $ – $, and the actual compensation will depend on job‑related knowledge, skills, experience, education, and geographic location. The role may also be eligible for performance‑based incentive compensation. Eligible…