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Treasury Management Regional Sales Manager

Corporate Treasury

Tacoma,

Washington

Encino,

California

Portland,

Oregon

Redding,

California

Roseville,

California

Hillsboro,

Oregon

Irvine,

California

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 ourassociates.

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:

Responsible for leading and managing a regional Specialty Banking Relationship Management sales team. Ensures a high-quality caliber of sales professionals and outstanding sales experience for clients and prospects.Actively identify and support the development of new TM & payments solutions. Participate and lead as appropriate larger sales calls and opportunities. Manage pipeline throughput while ensuring relationship reviews, new business development, and organic growth via the Working Capital Assessment sales approach.

+ Leads sales initiatives in growing all aspects of the TM and payments business and solutions across the Specialty Bankingvertical.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.

+ Managesbehaviorsand activities of sales teams to ensure they are deliveringa highquality and holistic sales experience in collaboration with business partners throughout the bank, beyond just optimizing sales goals and numeric performance.

+ Develop sales plans to support all business lines and segments within the bank as appropriate. Managesbehaviorsand activities of sales teams to ensure they are deliveringa highquality and holistic sales experience in collaboration with business partners throughout the bank, beyond just optimizing sales goals and numeric performance.

+ Coordinate customer/prospectsales calls with business partners across all business lines, collaborating with and training business line partners onproducts,solutions and the Working Capital Assessment consultative sales process. Sets, manages and exceeds sales goals with a high degree of integrity.

+ 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 Specialty Banking Relationship Managers in expanding business relationships by cross selling additional treasury management/other bankservices 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. Identify and lead industry association and marketing events, and sales and marketing strategies that further the business’s performance and demonstrate industry leadership and expertise. Create and manage sales initiatives to differentiate the team and the bank and create additional sales opportunities.

+ 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 Specialty Banking Relationship Managers 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.

+ The candidate for this position will have extensive knowledge of the Specialty Banking offerings of a financial institution.

+ 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's Degree in finance, accounting, marketing, business or related field.Required

+ Master’s Degree.Preferred

+ More than 10 yearsof experience in treasurymanagementsales, service and/or support.Required

+ 4-7 yearsofsupervisory/management experience.Required

+ Experience managing and developing others and ability to build and maintain relationships.

+ Ability to coach and mentorassociatesin 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)1-2 years. Preferred

+ Travel frequent

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

Tacoma, WA

Portland, OR

Hillsboro, OR

Encino, CA

Redding, CA

Irvine, CA

Roseville, CA

Our** **Benefits:

We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $120,000.00 - $200,000.00,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, disabilityinsurance, 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.