Treasury Management Sales Consultant - Ogden, UT

Zions Bancorporation • Ogden, UT • 17h ago

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 among American Banker magazine'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 the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

We are seeking an experienced Treasury Management Sales Consultant to acquire, expand, and deepen Treasury Management relationships within the Business Banking and Commercial Banking segments. This role is designed for a seasoned Treasury Officer, Business Banker, Relationship Manager, or Commercial Lender with a proven track record of consultative selling and relationship management.

You will manage and continue to grow an established and developing portfolio in Northern Utah, working closely with business and commercial banking partners. This is a sales-oriented, client-facing role requiring advanced discovery skills, referral-based selling expertise, and the ability to deliver tailored Treasury Management solutions that support client cash flow, payments, and liquidity strategies.

The position operates primarily in-office within a structured, performance-driven environment that emphasizes disciplined execution, collaboration, and professional growth.

Key Responsibilities

Drive new and expanded Treasury Management revenue by proactively identifying, prospecting, and engaging business and commercial clients

Partner closely with Relationship Managers, Business Bankers, and Commercial Lenders to receive, qualify, and convert referrals into Treasury Management opportunities

Build and maintain strong internal partnerships that generate a consistent and high-quality referral pipeline

Actively manage a healthy sales pipeline through outbound calling, client meetings, referrals, and banker collaboration

Conduct in-depth discovery conversations to understand client operating models, cash flow cycles, payment needs, fraud exposure, and liquidity considerations

Present and position Treasury Management solutions using a value-based, consultative sales approach

Collaborate with internal partners to identify and close cross-sell opportunities, expanding overall client relationships

Leverage advanced sales fundamentals, including needs-based selling, objection handling, negotiation, and closing strategies

Consistently achieve sales activity, pipeline, and revenue goals aligned with the SMB and commercial market

Participate in ongoing sales coaching, training, and performance feedback with readiness for expanded and advanced TM responsibilities

Qualifications & Experience:

4+ years of experience in Business Banking, Commercial Banking, Treasury Management, Cash Management, Commercial Lending, Relationship Management, or a closely related field

Proven experience selling financial solutions in a consultative, relationship-based environment

Demonstrated success in prospecting, referral-based sales, and portfolio expansion

Strong working knowledge of:

Treasury Management and cash management products

Business and commercial banking solutions

Payments, receivables, liquidity, and fraud mitigation concepts

Applicable banking regulations and compliance requirements

Established ability to influence stakeholders, solve client problems, and deliver a high level of customer service

Strong verbal and written communication skills with business owners and internal partners

Ability to manage multiple priorities, meet deadlines, and operate independently

High attention to detail and strong organizational skills

Proficient in Microsoft Office and CRM/sales tracking tools

Bachelor's degree in business, finance, or a related field preferred; a combination of relevant education and experience will be considered

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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire

Employee Ambassador preferred banking products

Location:

Ogden, UT

Req ID: 070199

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

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