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TM Sales Consultant

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we’re committed to being the premier employer of choice.We’re proud to have ranked amongAmerican Bankermagazine’s “Best Banks to Work For” almost every year since 2013, as Best Employer from Utah’s Best of State, among the Best Places to Work in Idaho, and “among theSalt Lake Tribune’sTop Workplaces. Make the leap into a new era of banking. Let us transform your career.The ideal candidate for the TM Sales Consultant position will have the skills and experience necessary to:• Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships.• Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing, and servicing the treasury needs of clients.• Track client-related issues to resolution, including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously.• Escalate issues as necessary with bankers, management, and product/vendor management teams.• Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs.• Identify other client banking needs and partner with key stakeholders on cross sell opportunities.• Facilitates onboarding of major client relationships or complex industry types.• Review sales, service, and implementation processes to recommend process efficiencies.• Other duties as assigned.Qualifications:• Requires a bachelor’s in business, finance or related field and some banking, treasury/cash management, product sales, relationship management, lending, or other directly related experience.• A combination of education and experience may meet job requirements.• Basic knowledge of banking, treasury management, banking/treasury products and procedures. Knowledge of applicable regulatory requirements.• Good sales, client product and relationship management skills.• Good influence, problem resolution, customer service and communication skills, both verbal and written.• Ability to effectively multitask, complete assignments and meet deadlines.• Good attention to detail.• Working knowledge of PCs and MS Office products.Benefits:• Medical, Dental and Vision Insurance - START DAY ONE!• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience• Mental health benefits including coaching and therapy sessions• Tuition Reimbursement for qualifying employees• Employee Ambassador preferred banking products

Zions First National Bank was founded in Salt Lake City in 1873 and continues its legacy of strength and stability as one of the oldest financial institutions in the Intermountain West. To bring value to individuals, small-to middle-market busines...

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Full-time, on-site
DATE POSTED
August 3, 2024

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