Treasury Management Consultant

About the Role

Responsible for providing a consultative approach to business clients to identify treasury management solutions. Supports new treasury management business, expands business relationships, develops sales plans for existing customers and new prospects, and collaborates with Relationship Managers, Division Managers, and other business lines to facilitate onboarding of new clients to the bank.

• Develop sales plans to identify the expansion of existing clients in conjunction with Relationship Managers by preparing call schedules and presentations.
• Present a consultative working cash flow presentation to prospects and existing clients.
• Coordinate client/prospect sales calls with Relationship Managers and Technical Solutions Consultant.
• Partner with 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 business objectives.
• Facilitate the implementation and structure of new and existing services.
• Monitor industry trends and competitive practices, including the impact of technology, regulatory, and legislative changes related to treasury management.
• Provide assistance to Product Managers in the development of new product solutions and the enhancement of existing products and services by providing timely feedback.
• Demonstrate compliance with all bank regulations for assigned job function and keep up-to-date with regulatory changes.
• Follow all Bank policies and procedures, compliance regulations, and complete all required annual or job‑specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations.
• Coach, mentor, or train others and teach coursework as subject matter expert when required.
• Actively learn, demonstrate, and foster the Columbia corporate culture in all actions and words.
• Take personal initiative and serve as a positive example for others to emulate.
• Embrace the vision to become the “Business Bank of Choice.”
• Perform other duties as assigned.

• High school diploma or GED required.
• Bachelor’s degree in Finance, Accounting, Marketing, Business or related fields.
• 4-7 years of experience in treasury management sales, service, and/or support.
• Knowledge and understanding of bank payment systems, treasury management solutions and competitive practices.
• Knowledge of sales principles and practices to effectively market treasury management solutions to prospects and clients.
• Experience with development and execution of sales planning within assigned territory.
• Ability to achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships.
• Experience effectively managing commercial account relationships and consulting clients on best practices and operations to identify deficiencies and develop effective solutions.
• Analytical, problem‑solving, excellent customer service, organizational and interpersonal skills.
• Excellent written and verbal communication skills required to lead, develop, and present effective sales proposals.
• Proficient in MS Word, Excel, PowerPoint, and industry‑specific software applications.

10 N 5th Avenue, Yakima, WA 98902. Ability to work fully onsite at the posted location(s).

The pay range for this role is $81,000.00 – $. Compensation is based on 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 a competitive total rewards package including base wages and comprehensive benefits: healthcare coverage (medical, dental, and vision), a 401(k) retirement savings plan with employer match, an employee assistance program, life and disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, an online discount marketplace, and paid vacation, sick days, volunteer days, and…