Treasury Management Consultant at Umpqua Bank San Diego, CA

About Umpqua 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 employees. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role In this role, you will be responsible for providing a consultative approach to large, more sophisticated municipal clients with complex treasury needs. You will develop new treasury management business, expand relationships, including handling high-touch clients. Collaborate with Relationship Managers, Market Managers and Division Managers, as well as other business lines to facilitate the onboarding of new clients to the bank. Develop sales plans to identify the expansion of existing clients in conjunction with the Relationship Managers by preparing call schedules and presentations. Present a consultative working capital approach to prospects and existing clients. Lead RFP process with Relationship Managers, Technical Solutions Consultant, and other respective business partners. Coordinate, attend, present and travel for municipal and industry trade conferences in market. Lead consultative conversation with new and existing customers to define the solutions to meet their goals and business objectives. Lead and facilitate the implementation and structure of new and existing services. Mentor and coach more junior Treasury Management consultants and analysts, train new TM consultants as appropriate. Monitor industry trends and competitive practices, including the impact of technology, regulatory and legislative changes related to treasury management. Partner with Technical Solutions Consultants and product managers in the development of new product solutions and enhancement of existing product and services. Demonstrate compliance with all bank regulations for assigned job function and apply to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keep up to date on regulation 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 Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learn, demonstrate, and foster the Umpqua corporate culture in all actions and words. Take personal initiative and is a positive example for others to emulate. Embrace our vision to become "Business Bank of Choice". About You Bachelor’s Degree Master’s degree in finance, accounting, marketing, or business 2-4 years of experience in Treasury Management Sales, Sales Support, or other business-related experience More than 10 years of experience in treasury management sales, service and/or support (Required) Extensive knowledge and understanding of bank payment systems, treasury management solutions and competitive practices Proficient knowledge of sales principles and practices to effectively market treasury management solution to prospects and clients Strong ability to consistently develop and execute sales planning within assigned sales territory Proven ability to consistently achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships Proven ability to effectively manage complex commercial account relationships and consult client best practices and operations to identify deficiencies to lead, develop and implement effective solutions Extensive 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 Job Location(s) Ability to work fully onsite at posted location(s). Locations: Irvine, CA; Los Angeles, CA; San Diego, CA; Newport Beach, CA; Riverside, CA. Benefits We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $112,000.00 - $160,000.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. Benefits include comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k) retirement savings plan with employer match for qualifying contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. 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 or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: View email address on click.appcast.io. #J-18808-Ljbffr