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Commercial Card Consultant

Commercial Banking

Tacoma,

Washington

Boise,

Idaho

Portland,

Oregon

Vancouver,

Washington

Description

About Us:

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

About the Role:

The Commercial Card Consultant is responsible for developing new business and expanding existing commercial cardrelationships. Develop and execute sales plans to promote, sell, and expand commercial card accounts and volumes to the bankcustomers and prospects. This entry level sales role interfaces with primarily small tomid-sizecommercial clients virtually and onthe phone and works with internal partners to provide a complete payables solution to company owners, managers, and financeprofessionals.

+ Execute sales strategy for the assigned market to meet or exceed assigned sales and portfolio goals through varied sales cycles.

+ Evaluate opportunities and present commercial card solutions to meet customer’s goals and objectives.

+ Partner with Retail and Business Banking and treasury management partners to source new opportunities,executesalesleads, complete underwriting efforts, implement solutions, and maintain existing relationships.

+ Design and evaluate customer needs and goals and design appropriate card based payable solutions to enable goalachievement.

+ Prepare and present solutions to company management, providing detailed explanations of often complex solutions whileshowing features, benefits, and unique solutions associated with each product or service offering.

+ Coordinate and implement solutions, from application through approval and implementation.Consultantis responsibleto ensurecustomer’sneeds are met through the sales and implementation process.

+ Maintain and engage with customers to keep existing business while identifying future growth opportunities and solutions.

+ Maintain in depth industry knowledge through seminars, conferences, and publications to represent the constantly changingpayments landscape as a product champion and expert.

+ 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 “Business Bank of Choice”

+ May perform other duties as assigned.

About You:

+ Bachelor’sDegreeBusiness, Finance or related fields Preferred.

+ 3-5 years Treasury Management sales, commercial card sales, or related banking and payment experience Required

+ Knowledge of cards, payments, and payment systems required to evaluate, consult, and sell solutions to commercial clients.

+ Knowledgeand understanding of bank payment systems, treasury management products, competitive practices and the impactof technology, regulatory, and legislative changes on services offered by commercial banks and other financial providers.

+ Demonstrateabilityto consistently develop and execute sales planning within assigned sales territory selling products withfrequently long sales cycles.

+ Proven record of consistently achieving established sales and customer satisfaction goals, demonstrate effective new businessdevelopment strategies, and build/source new relationships.

+ Possess strong analytical, problem solving, customer service, organizational, and interpersonal skills. Excellent written andverbal communication skillsrequiredto develop and present effective sales proposals virtually as well as in person.

+ Proficient in MS Word, Excel, PowerPoint,teams andindustry specific software applications.

**Job Location(s):** Ability to work fully onsite at posted location(s).

Tacoma, WA, Vancouver, WA, orPortland, OR

Our** **Benefits:

We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is$102,000.00 - $120,000.00,and 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.