About the Role:
The Treasury Management Sales Analyst (TMA) is responsible for partnering with
Treasury Management Sales Consultant(s), (TMC). The TMA role will serve as the
primary sales support contact to the TMC in assisting with Treasury Management
sales related activities within an assigned region.
* Analyze multiple resources and tools to acquire a full understanding of the
customer’s complex needs and desired output.
* Prepare customized customer reviews. Execute and manage treasury management
service agreement, and other client-facing sales related documentation to
promote the sale. Collaborate with TMC, technical consultant, business
partners, and relationship team in the completion of Treasury Management
Relationship Reviews, Working Capital Analysis and Request for Proposals
(RFPs).
* Responsible for owning post-sale activities such as implementation for
domestic and international treasury solution implementations, CRM system
input, accuracy of sales data, and joining implementation meetings for
complex/ongoing implementations; ensure that the implementation and delivery
of solution is completed within agreed upon timeframes and within our service
level agreements (SLAs).
* Identify and cross-sell treasury management solutions through needs analysis
approach, and use of bank leads technology (USLs). Follow up by phone, or
virtually on sales referrals from bankers with assigned TMC.
* Responsible for follow up and resolution of problems; billing issues,
assisting clients in navigating the bank by liaising with the Client Service,
Account Analysis, and other partner teams to provide a prompt response.
* In collaboration with the TMC, participate in driving new sales opportunities
by identifying client needs and cross-selling Treasury Management products
and services. Displays knowledge, proficiency and professionalism in
explaining, selling and administering products/services.
* Responsible for attending banker education with your TMC(s), and/or Ask the
Expert Series, at least one meeting, per quarter in the annual year.
* Assist with annual re-pricing initiatives by partnering with the TMC, and
billing team to ensure existence of exception pricing for respective client
accounts, and performing system inputs of approved and new exception pricing.
* Join and participate in team (POD) meetings with assigned TMC(s),
Implementation Specialist(s), Technical Solutions Consultant, and Support
Specialist(s) on a regular basis.
* 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:
* H.S. Diploma/GED (preferred)
* 2-4 years — of experience in Treasury Management Sales, Sales Support or
other business-related experience. (Required)
* Advanced working knowledge of Treasury Management pre-sale/post-sale
processes, products, operational procedures, documentation, practices and
policies.
* Extensive knowledge of commercial banking products and services, mitigating
risk, and applicable laws and regulations.
* Excellent professional verbal and written communication skills with the
ability to effectively communicate with professionals at all levels;
adequately knows how to assemble internal teams and resources.
* Proven record of strong customer service skills, analytical skills,
interpersonal and organization skills with ability to manage complex issues
and use good judgement in decision making.
* Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology
Tools, and strong analytical and quantitative skills.
* Demonstrated interest/ambition to develop into an individual sales
contributor.
* Possess time management, organizational and problem-solving skills with
proven ability to multitask and meet deadlines in a fast-paced environment.
Travel Requirements
* Occasional
The pay range for this role is $22.70 - $37.84.
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).
201 B Avenue Suite 100 Lake Oswego OR 97034
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:
careers@columbiabank.com [http://careers@columbiabank.com].
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.