Treasury Management Regional Sales Manager - Umpqua Bank
Roseville, CA
About the Job
Treasury Management Regional Sales Manager
Corporate Treasury
Tacoma,
Washington
Redding,
California
Roseville,
California
Encino,
California
Portland,
Oregon
Hillsboro,
Oregon
Description
About Us:
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, 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, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Role:
The Treasury Management Region Sales Manager is responsible for leading ahigh qualityTreasury Management sales team and generating new Treasury Management (TM) sales activities including the development of new TM production, and expansion of existing business relationships leveraging the Working Capital Assessment consultative sales process. This position contributes as an impactful member of the banking leadership team and works in partnership with regional management in setting a course to meet and exceed goals and expectations. Sets, manages and exceeds sales goals with a high degree of integrity. Manages behaviors and activities of sales teams to ensure they are delivering a high quality and holistic sales experience in collaboration with business line partners throughout the bank. Collaborates with regional leadership to include business line partners. Identifiesandslead industry association and marketing events, and sales and marketing strategies that further the business’s performance and demonstrates industry leadership and expertise. Creates and manages sales initiatives to differentiate the team and the bank, and actively identifies and supports the development of new TM & payments solutions.
+ Leads sales initiatives in growing all aspects of the TM and payments business and solutions across the bank. Coach direct reports in their sales planning efforts, manage results and accountability, train on and manage the requisite behaviors and activities needed to be successful in growing their portfolio.
+ Develop sales plans to support all business lines and segments within the bank as appropriate.
+ Coordinate customer/prospect sales calls with business partners across all business lines, collaborating with and training business line partners on products, solutions and the Working Capital Assessment consultative sales process.
+ Responsible for helping teams work closely with clients to define their needs and quantify the benefits of services (both conceptual and product specific) to meet their goals and business objectives. Effectively promote bank services to achieve deposit growth and fee income goals.
+ Responsible for leading the TM Sales Consultants in expanding business relationships by cross selling additional treasury management/other bank services and products. Meet regularly with existing customer base, providing comprehensive relationship reviews, offering additional solutions to bring greater efficiencies to clients, and oversee proper servicing of accounts.
+ Identify and lead the development of marketing strategies and product enhancements by providing timely feedback and recommendations.
+ Monitor industry trends and competitive practices, including the impact of technology and regulatory and legislative changes on products and services. Identify and lead opportunities to significantly grow the business leveraging industry-leading competitive strategies and solutions.
+ Support and guide Sales Consultants in the preparation of proposals and sales presentations to strengthen customer relations and develop new business relationships, leveraging technology, tools and resources to include Seismic, Vertical IQ, Umpqua Smart Leads, CRM, Fraud Prevention solutions, etc.
+ Identify, coordinate and lead market and industry conferences and events specific to the bank and more broadly with industry associations.
+ 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 Business Bank of Choice.”
About You:
+ Bachelor's Degree in finance, accounting, marketing, business or related field.Required
+ Master’s Degree.Preferred.
+ More than 10 yearsof experience in treasury management sales, service and/or support.Required
+ 4-7 yearsof supervisory/management experience.Required
+ Experience managing and developing others and ability to build and maintain relationships.
+ Ability to coach and mentor associates in learning the skills required for their position.
+ Extensive knowledge and understanding 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.
+ Ability to apply knowledge of sales principles and practices to effectively market treasury management products and services to customers.
+ Knowledge of implications of federal, state, and local regulations affecting treasury management activities.
+ Demonstrated strong ability to consistently develop and execute sales planning.
+ Requires the ability to change the thinking of, or gain acceptance of, others in sensitive situations.
+ Proven ability to consistently achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships.
+ Proven ability to effectively manage non-credit and small business account relationships and analyze customer business practices and operations to identify deficiencies and develop/implement effective interventions.
+ Possess strong analytical, problem solving, customer service, organizational, and interpersonal skills. Excellent written and verbal communication skills required to develop and present effective sales proposals.
+ Proficient in word processing, spreadsheet, and industry specific software applications.
+ Certified Treasury Professional (CTP).Preferred
Workstyle: Fully onsite
Our Benefits:
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $128,000.00 - $200,000.00and 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.
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 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]
To Staffing and Recruiting Agencies:
Our posted job opportunities are onlyintendedfor individuals seekingemploymentat 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 resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.
Corporate Treasury
Tacoma,
Washington
Redding,
California
Roseville,
California
Encino,
California
Portland,
Oregon
Hillsboro,
Oregon
Description
About Us:
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, 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, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Role:
The Treasury Management Region Sales Manager is responsible for leading ahigh qualityTreasury Management sales team and generating new Treasury Management (TM) sales activities including the development of new TM production, and expansion of existing business relationships leveraging the Working Capital Assessment consultative sales process. This position contributes as an impactful member of the banking leadership team and works in partnership with regional management in setting a course to meet and exceed goals and expectations. Sets, manages and exceeds sales goals with a high degree of integrity. Manages behaviors and activities of sales teams to ensure they are delivering a high quality and holistic sales experience in collaboration with business line partners throughout the bank. Collaborates with regional leadership to include business line partners. Identifiesandslead industry association and marketing events, and sales and marketing strategies that further the business’s performance and demonstrates industry leadership and expertise. Creates and manages sales initiatives to differentiate the team and the bank, and actively identifies and supports the development of new TM & payments solutions.
+ Leads sales initiatives in growing all aspects of the TM and payments business and solutions across the bank. Coach direct reports in their sales planning efforts, manage results and accountability, train on and manage the requisite behaviors and activities needed to be successful in growing their portfolio.
+ Develop sales plans to support all business lines and segments within the bank as appropriate.
+ Coordinate customer/prospect sales calls with business partners across all business lines, collaborating with and training business line partners on products, solutions and the Working Capital Assessment consultative sales process.
+ Responsible for helping teams work closely with clients to define their needs and quantify the benefits of services (both conceptual and product specific) to meet their goals and business objectives. Effectively promote bank services to achieve deposit growth and fee income goals.
+ Responsible for leading the TM Sales Consultants in expanding business relationships by cross selling additional treasury management/other bank services and products. Meet regularly with existing customer base, providing comprehensive relationship reviews, offering additional solutions to bring greater efficiencies to clients, and oversee proper servicing of accounts.
+ Identify and lead the development of marketing strategies and product enhancements by providing timely feedback and recommendations.
+ Monitor industry trends and competitive practices, including the impact of technology and regulatory and legislative changes on products and services. Identify and lead opportunities to significantly grow the business leveraging industry-leading competitive strategies and solutions.
+ Support and guide Sales Consultants in the preparation of proposals and sales presentations to strengthen customer relations and develop new business relationships, leveraging technology, tools and resources to include Seismic, Vertical IQ, Umpqua Smart Leads, CRM, Fraud Prevention solutions, etc.
+ Identify, coordinate and lead market and industry conferences and events specific to the bank and more broadly with industry associations.
+ 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 Business Bank of Choice.”
About You:
+ Bachelor's Degree in finance, accounting, marketing, business or related field.Required
+ Master’s Degree.Preferred.
+ More than 10 yearsof experience in treasury management sales, service and/or support.Required
+ 4-7 yearsof supervisory/management experience.Required
+ Experience managing and developing others and ability to build and maintain relationships.
+ Ability to coach and mentor associates in learning the skills required for their position.
+ Extensive knowledge and understanding 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.
+ Ability to apply knowledge of sales principles and practices to effectively market treasury management products and services to customers.
+ Knowledge of implications of federal, state, and local regulations affecting treasury management activities.
+ Demonstrated strong ability to consistently develop and execute sales planning.
+ Requires the ability to change the thinking of, or gain acceptance of, others in sensitive situations.
+ Proven ability to consistently achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships.
+ Proven ability to effectively manage non-credit and small business account relationships and analyze customer business practices and operations to identify deficiencies and develop/implement effective interventions.
+ Possess strong analytical, problem solving, customer service, organizational, and interpersonal skills. Excellent written and verbal communication skills required to develop and present effective sales proposals.
+ Proficient in word processing, spreadsheet, and industry specific software applications.
+ Certified Treasury Professional (CTP).Preferred
Workstyle: Fully onsite
Our Benefits:
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $128,000.00 - $200,000.00and 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.
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 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]
To Staffing and Recruiting Agencies:
Our posted job opportunities are onlyintendedfor individuals seekingemploymentat 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 resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.
Source : Umpqua Bank