Jobs · Business Development · Idaho

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

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