Senior Treasury Management Consultant

Company: Umpqua Bank
Location: Sacramento
Posted on: February 1, 2025

Job Description:

Umpqua Bank Senior Treasury Management Consultant in Sacramento, CaliforniaPosition: Senior Treasury Management ConsultantDepartment: Commercial BankingLocations: Eureka, California; Lake Oswego, Oregon; Redding, California; Liberty Lake, Washington; Seattle, Washington; Tacoma, WashingtonDescriptionAbout Us:Umpqua Bank is headquartered in the Pacific Northwest with over 5,000 employees and offers banking services to customers throughout the nation. 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, customers, and communities.We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. We are eager to meet candidates who demonstrate behaviors that align with our core values: Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.About the Role:In this role, you will be responsible for providing a consultative approach to large, sophisticated municipal clients with complex treasury needs. Responsibilities include:

• Developing new treasury management business and expanding relationships with high-touch clients.
• Collaborating with Relationship Managers and other business lines to facilitate onboarding of new clients.
• Creating sales plans to identify the expansion of existing clients alongside Relationship Managers.
• Leading the RFP process with Relationship Managers and Technical Solutions Consultants.
• Coordinating and attending municipal and industry trade conferences.
• Leading consultative conversations with clients to define solutions that meet their goals.
• Mentoring and coaching junior TM consultants and analysts.
• Monitoring industry trends and competitive practices related to treasury management.
• Partnering with Technical Solutions Consultants and product managers to enhance product solutions.
• Ensuring compliance with bank regulations and policies.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 analytical, problem-solving, customer service, 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 $112,000.00 - $160,000.00, and the pay rate for the selected candidate is dependent upon job-related knowledge, skills, experience, education, and geographic location.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: [email protected]To Staffing and Recruiting Agencies:Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and will not be responsible for any fees related to unsolicited resume submissions.
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Keywords: Umpqua Bank, San Jose , Senior Treasury Management Consultant, Executive , Sacramento, California