TM Sales Consultant - Eastern Idaho
Zions Bank · Idaho Falls, ID · 2 mo ago
On-siteBusiness DevelopmentFull-time
Responsibilities
- Provide primary servicing support for portfolio clients of high value, complex Treasury Management relationships.
- Expand and build 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 ensure client issues are resolved appropriately and expeditiously.
- Escalate issues as necessary with bankers, management, and product/vendor management teams.
- 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.
- Facilitate onboarding of major client relationships or complex industry types.
- Review sales, service, and implementation processes to recommend process efficiencies.
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 employee
- Preferred banking products