Posted 5d ago

Treasury Management Consultant

@ Columbia Bank
Eugene, Oregon, United States
$81k-$125k/yrOnsiteFull Time
Responsibilities:Develop sales plans, Present cash flow solutions, Coordinate client/prospect sales calls
Requirements Summary:4-7 years of treasury management sales/service experience; bachelor’s degree preferred; knowledge of treasury management solutions and bank payment systems; strong sales planning and relationship-building skills; proficient in MS Word, Excel, PowerPoint.
Technical Tools Mentioned:MS Word, Excel, PowerPoint, industry specific software applications
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Job Description

About the Role:

The Treasury Management Consultant provides a high-touch, consultative approach in a fast-paced, high-volume environment, supporting retail and small business clients with treasury management solutions that align to their daily banking and cash management needs. This role partners closely with Relationship Managers, Branch Leaders, and Division Managers to support a high volume of new client onboarding, treasury product sales, and ongoing relationship expansion. The Consultant actively engages with clients and internal partners to develop and execute sales strategies for both existing customers and new prospects while maintaining strong expertise in treasury management products and services. Working collaboratively across business lines, the role ensures a seamless onboarding experience, delivers responsive client support, and helps strengthen long-term banking relationships through frequent engagement and proactive service.
  • Develop sales plans to identify the expansion of existing clients in conjunction with the Relationship Managers by preparing call schedules and presentations.

  • Responsible for presenting 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 conversation with new and existing customers to define the solutions to 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.

  • Assist Product managers in the development of new product solutions and the enhancement of existing product and services by providing timely feedback.

  • 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 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 Columbia corporate culture in all actions and words.

  • Takes personal initiative and is a positive example for others to emulate.

  • Embraces our vision to become “Business Bank of Choice”

  • May perform other duties as assigned.



About You:

  • Bachelor's Degree in Finance, Accounting, Marketing, Business or other related fields (preferred)

  • 4-7 years — of experience in treasury management sales, service and/or support. (Req)

  • Knowledge and understanding of bank payment systems, treasury management solutions and competitive practices.

  • Knowledge of sales principles and practices to effectively market treasury management solution to prospects and clients.

  • Experience with the development and execution of sales planning within assigned sales territory.

  • Ability to achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships.

  • Experience with effectively managing commercial account relationships and consulting client best practices and operations to identify deficiencies to develop and facilitate the implementation of 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.


Travel Requirements

  • Frequent



The pay range for this role is $81,000.00 - $125,000.00.

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.

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

111 West 7th Avenue 3rd Floor Eugene OR 97401

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

 

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:

Columbia 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 Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia 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 Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.