Treasury Management Working Capital Consultant

About the Role

Works with Treasury Management Consultants (TMC) and Commercial Card Consultants (CCC) using a consultativesolutionssales 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.
• Lead consultation process 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 training on the 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.

About You :

Job Location(s) : 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, or Salt Lake, UT

Our Benefits :

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $133,000.00 - $210,000.00 ,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, and 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.

We offer eligible associates 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, 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.Allqualified 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 : .

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 Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requesteddirectly by a member of the Talent Acquisition team.