Treasury Management Working Capital Consultant at Columbia Bank
Irvine, CA 92618, USA -
Full Time


Start Date

Immediate

Expiry Date

30 Nov, 25

Salary

210000.0

Posted On

31 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Marketing/Advertising/Sales

Description

ABOUT US:

At Columbia, 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 associates.
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 Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.

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.

Works with Treasury Management Consultants (TMC) and Commercial Card Consultants (CCC) using a consultative solutions sales process with clients and prospects to understand needs and develop complex, multi-product solutions. Trains and coaches TMCs and CCCs on the solution selling process and ensures that they are highly proficient in process mapping for clients, and in presenting the value proposition and ROI proposal to clients. Attends events and industry efforts to deliver thought leadership and optimize solutions and servicing approach.

  • Lead TMCs and CCCs in the solution sales process and ensure that they are highly proficient in process mapping for clients, and in presenting the value proposition and ROI proposal to clients. Responsible for ensuring all TMCs and CCCs can independently execute the Columbia solution selling approach.
  • Strives to ensure all TMCs and CCCs can independently execute a solution selling approach via an array of training and certification approaches.
  • Lead consultation process directly with larger clients and prospects using the Working Capital Assessment approach to sales.
  • Identify and implement enhancements to the solution selling process, develop and train on new approaches.
  • Collaborate with business line leaders and relationship managers to provide knowledge and training on the Working Capital consulting process.
  • Responsible for continuously improving the solution selling process via internal and external feedback. Monitors industry trends and new products and solutions to optimize the consultative sales process and client experience.
  • Identify, coordinate, and lead client events and industry conferences, and lead speaking engagements and panels as appropriate.
  • 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 P, 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 and strategic direction
  • May perform other duties as assigned
Responsibilities

Works with Treasury Management Consultants (TMC) and Commercial Card Consultants (CCC) using a consultative solutions sales process with clients and prospects to understand needs and develop complex, multi-product solutions. Trains and coaches TMCs and CCCs on the solution selling process and ensures that they are highly proficient in process mapping for clients, and in presenting the value proposition and ROI proposal to clients. Attends events and industry efforts to deliver thought leadership and optimize solutions and servicing approach.

  • Lead TMCs and CCCs in the solution sales process and ensure that they are highly proficient in process mapping for clients, and in presenting the value proposition and ROI proposal to clients. Responsible for ensuring all TMCs and CCCs can independently execute the Columbia solution selling approach.
  • Strives to ensure all TMCs and CCCs can independently execute a solution selling approach via an array of training and certification approaches.
  • Lead consultation process directly with larger clients and prospects using the Working Capital Assessment approach to sales.
  • Identify and implement enhancements to the solution selling process, develop and train on new approaches.
  • Collaborate with business line leaders and relationship managers to provide knowledge and training on the Working Capital consulting process.
  • Responsible for continuously improving the solution selling process via internal and external feedback. Monitors industry trends and new products and solutions to optimize the consultative sales process and client experience.
  • Identify, coordinate, and lead client events and industry conferences, and lead speaking engagements and panels as appropriate.
  • 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 P, 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 and strategic direction
  • May perform other duties as assigned.
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