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Zions Bank

Offers retail and commercial banking services

Treasury Management Sales Consultant - Seattle, WA

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSeattle, WA, USAIn-person

About the Job

Requirements

  • A Bachelor's degree in business, finance, or a related field, plus some banking, treasury/cash management, product sales, relationship management, lending, or other directly related experience; a combination of education and experience may meet the job requirements.
  • Basic knowledge of banking, treasury management, banking and treasury products, and procedures.
  • Knowledge of applicable regulatory requirements.
  • Sales, client product, and relationship management skills.
  • Influence, problem resolution, customer service, and verbal and written communication skills.
  • Ability to multitask, complete assignments, meet deadlines, and maintain attention to detail.
  • Working knowledge of personal computers and Microsoft Office products.

Responsibilities

  • Provide primary servicing support for high-value portfolio clients with complex Treasury Management relationships.
  • Expand and build client relationships and maintain client satisfaction by generating, managing, and servicing clients' treasury needs.
  • Track client-related issues through resolution, including issues handed off to other teams, and ensure they are resolved appropriately and promptly.
  • Escalate issues as necessary to bankers, management, and product or vendor management teams.
  • Align loan clients with treasury products that fit their ongoing needs.
  • Identify other client banking needs and partner with key stakeholders on cross-sell opportunities.
  • Facilitate onboarding of major client relationships or complex industry types.
  • Review sales, service, and implementation processes and recommend process efficiencies.

About the Company

Zions Bank

Offers retail and commercial banking services

Zions Bank is a financial institution that provides traditional banking services to individuals and businesses, including personal and business accounts, loans, mortgages, and investment services, delivered through branches and digital channels. The company differentiates itself by prioritizing people—employees, clients, and communities—through strong benefits, learning opportunities, community involvement, and autonomy that enables employees to grow in their roles. This focus on people and community sets Zions Bank apart from competitors that may emphasize products alone. The goal is to help customers succeed financially while also empowering employees and serving as a premier employer of choice that contributes to the communities it serves.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Salt Lake City, UT
Founded
1873

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