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Treasury Management Working Capital Consultant job at Umpqua Bank. Irvine, CA.

Treasury Management Working Capital Consultant Commercial Banking Seattle, Washington Irvine, California Los Angeles, California Portland, Oregon San Diego, California South Jordan, Utah Denver, Colorado Phoenix, Arizona

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. 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.

Works with Treasury Management Consultants (TMC) and Commercial Card Consultants (CCC) using aconsultativesolutionssales process with clients and prospects to understand needs and develop complex, multi-product solutions. Trains and coaches TMCs and CCCs on the solution selling process and ensures that they are highly proficient in process mapping for clients, and in presenting the value proposition and ROI proposal to clients. Attends events and industry efforts to deliver thought leadership and optimize solutions and servicing approach.

• Lead TMCs and CCCs in the solution sales process and ensure that they are highly proficient in process mapping for clients, and in presenting the value proposition and ROI proposal to clients. Responsible for ensuring all TMCs and CCCs can independently execute the Umpqua solution selling approach.
• Strives to ensure all TMCs and CCCs can independently execute a solution selling approach via an array of training and certification approaches.
• Leadconsultationprocess directly with larger clients and prospects using the Working Capital Assessment approach to sales.
• Identify and implement enhancements to the solution selling process, develop and train on new approaches.
• Collaborate with business line leaders and relationship managers to provide knowledge and trainingonthe Working Capital consulting process.
• Responsible for continuously improving the solution selling process via internal and external feedback. Monitors industry trends and new products and solutions to optimize the consultative sales process and client experience.
• Identify, coordinate, and lead client events and industry conferences, and lead speaking engagements and panels as appropriate.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation P, 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 learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision and strategic direction
• May perform other duties as assigned.

• Bachelor's Degree in Finance, Accounting, MIS, Marketing, Business orotherrelatedfield.Required
• Master's Degree.Preferred.
• 7-10 yearsof Treasury Management sales, commercial card sales, or related experience.Required
• 4-7 yearsof Management of sales teams.Preferred
• Experience leading teams and project management oversight.
• Knowledge of bank payment systems, treasury management products, competitive practices and the impact of technology, regulatory, and legislative changes on services offered by commercial banks and other financial providers.
• Experience with common customer accounting platforms preferred; ex: QuickBooks, Microsoft GP, Sage, Oracle, NetSuite, and PeopleSoft.
• Proven ability to consistently achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships.
• Experience in project management witha provenattention to detail.
• Advanced coaching and consultative sales techniques required.
• Certified Treasury Professional (CTP) or other applicable treasury management certification(s).Preferred

Ability to work fully onsite at posted location(s).

• Seattle, WA
• Portland, OR
• Los Angeles, CA
• Irvine, CA
• San Diego, CA
• Phoenix, AZ
• Denver, CO
• Salt Lake, UT

We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is$133,000.00 - $210,000.00,and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.

• comprehensive healthcare coverage (medical, dental, and vision plans)
• a 401(k)-retirement savings plan with employer match for qualifying associate 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
• paid vacation
• sick days
• volunteer days
• holidays

Umpqua Bank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout 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] .