Treasury Management Consultant

Denver, Colorado

Phoenix, Arizona

Full time

JR103245

About the Role:

Responsible for providing a consultative approach to large, more sophisticated business clients with complex treasury needs, and / or a broad and deep client base of TM customers that have standard to mid-sized treasury needs. Responsible for developing new treasury management business, expanding business relationships, including handling high touch clients. Collaborates with Relationship Managers, Bankers and Division Managers, as well as other business lines and business partners to facilitate the on boarding of new clients to the bank. Consults with clients on their entire Working Capital Management cycle, from receivables to payables, liquidity, international / FX and credit needs when appropriate.

• 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.

• Lead client/prospect sales calls with Relationship Managers and Technical Solutions Consultant.

• Drive the collaboration between 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. Lead and facilitate the implementation and structure of new and existing services.

• Mentors and coaches more junior TM consultants and associates, trains new TM consultants as appropriate.

• Responsible for monitoring industry trends and competitive practices, including the impact of technology, regulatory and legislative changes related to treasury management.

• Partner with Product managers in the development of new product solutions and the enhancement of existing product and services.

• 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)

• Master’s Degree (preferred)

• More than 10 years — of experience in treasury management sales, service and/or support. (Req)

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

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

• Demonstrated strong ability to consistently develop and execute sales planning within assigned sales territory.

• 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 complex commercial account relationships and consult client best practices and operations to identify deficiencies to lead, develop and implement effective solutions.

• Extensive 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 $110,000.00 - $150,000.00.

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).

1801 California Street Suite 800 Denver CO 80202

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.

At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive.

Our culture is built on Do RIGHT , which means:

• Relationships: We create authentic connections with customers, colleagues, and communities.

• Impact: Every role here makes a meaningful difference in people’s lives and local economies.

• Growth: We invest in your success with career development, mentorship, and learning opportunities.

• Heart: We care deeply about doing what’s best for our customers and each other.

• Trust: Integrity and transparency guide everything we do.

Why work for Columbia Bank?

• A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity.

• A culture of belonging and purpose, where your ideas matter and your work has impact.

• Competitive benefits and flexibility designed to help you thrive personally and professionally.

• Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.

Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.