Umpqua Bank TM Working Capital Consultant in Portland, Oregon

JOB PURPOSE

Works with Treasury Management Consultants (TMC) and Commercial Card Consultants (CCC) using a consultative solutions sales process with clients and prospects to understand needs and develop complex, multi-product solutions. Trains and coaches TMCs and CCCs on the Working Capital Assessment sales process and ensures that they are highly proficient in process mapping for clients, and in presenting the value proposition and ROI proposal to clients. Strives to ensure all TMCs and CCCs can independently execute the Working Capital Assessment sales approach via an array of training and certification approaches. Responsible for consulting directly with larger clients and prospects using the Working Capital Assessment approach to sales as needed. Identifies and implements enhancements to the Working Capital Assessment process, and develops and trains on new training approaches as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Lead TMCs and CCCs in the Working Capital Assessment 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.

  • Direct TMCs and CCCs using a consultative solutions sales process with clients and prospects to understand needs and develop complex, multi-product solutions.

  • Responsible for ensuring all TMCs and CCCs can independently execute the Working Capital Assessment sales 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 Working Capital Assessment process, develop and train on new approaches.

  • 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 Umpqua corporate culture in all actions and words.

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

  • Embraces our vision to become "The World's Greatest Bank."

  • May perform other duties as assigned.

SUPERVISORY RESPONSIBILITIES 0 directly, up to 10 indirectly

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

  • Bachelor's degree in Finance, Accounting, MIS, Marketing, Business or other related field is required.

  • Master's degree in Business Administration is preferred.

  • Treasury Professional Certifications preferred.

  • More than 8 years of Treasury Management sales, commercial card sales, or related experience.

  • 3 - 5 years of Management of sales teams highly 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, NetSuite, Oracle, Sage, 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 with a proven attention to detail.

  • Advanced coaching and consultative sales techniques required.

PHYSICAL AND ENVIRONMENTAL DEMANDS

  • Office environment -- no specific or unusual physical or environmental demands.

  • Frequent travel.

Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.