Treasury Management Sales Consultant
Zions Bank, Provo, UT, United States
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 a
Treasury Management Sales Consultant
to join Zions Bancorporation, focused on acquiring and expanding Treasury Management relationships within the small to medium-sized business (SMB) market. This entry-level, sales-oriented role is designed as a development pathway into advanced Treasury Management sales positions. The role emphasizes prospecting, referral-based selling, and consultative relationship development, providing hands‑on experience identifying client needs and delivering treasury solutions that support business growth. You will work primarily in‑office in a structured, closely managed environment that supports sales skill development and execution. Responsibilities
Drive new Treasury Management revenue by identifying, prospecting, and engaging small to medium‑size business clients Work closely with bank partners and relationship managers to receive, qualify, and convert referrals into Treasury Management opportunities Build strong internal partnerships that create a consistent referral pipeline Build and manage a healthy sales pipeline through outbound activity, referrals, and banker collaboration Conduct discovery conversations to understand client cash flow, payment, and liquidity needs Present and position Treasury Management solutions using a value‑based, consultative sales approach Collaborate with bankers and internal partners to uncover cross‑sell opportunities and expand relationships Develop strong sales fundamentals, including needs‑based selling, objection handling, and closing techniques Consistently meet activity, pipeline, and revenue goals aligned to the SMB market Participate in sales training, coaching, and feedback to accelerate growth and readiness for advanced TM sales roles Qualifications
Some banking, treasury/cash management, product sales, relationship management, lending, or other directly related experience required Basic knowledge of banking, treasury management, banking/treasury products and procedures Knowledge of applicable regulatory requirements Good sales, client product, and relationship management skills Strong influence, problem resolution, customer service, and communication skills (verbal and written) Ability to multitask, complete assignments, and meet deadlines Working knowledge of PCs and MS Office products Bachelor’s degree in business, finance, or related field. Combination of education and experience may meet job requirements. Work Location
Ogden, Salt Lake City, Midvale or Provo, Utah. Compensation
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 12 Paid 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 Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co‑workers, and want to make a difference for the clients and communities we serve. This position will
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Treasury Management Sales Consultant
to join Zions Bancorporation, focused on acquiring and expanding Treasury Management relationships within the small to medium-sized business (SMB) market. This entry-level, sales-oriented role is designed as a development pathway into advanced Treasury Management sales positions. The role emphasizes prospecting, referral-based selling, and consultative relationship development, providing hands‑on experience identifying client needs and delivering treasury solutions that support business growth. You will work primarily in‑office in a structured, closely managed environment that supports sales skill development and execution. Responsibilities
Drive new Treasury Management revenue by identifying, prospecting, and engaging small to medium‑size business clients Work closely with bank partners and relationship managers to receive, qualify, and convert referrals into Treasury Management opportunities Build strong internal partnerships that create a consistent referral pipeline Build and manage a healthy sales pipeline through outbound activity, referrals, and banker collaboration Conduct discovery conversations to understand client cash flow, payment, and liquidity needs Present and position Treasury Management solutions using a value‑based, consultative sales approach Collaborate with bankers and internal partners to uncover cross‑sell opportunities and expand relationships Develop strong sales fundamentals, including needs‑based selling, objection handling, and closing techniques Consistently meet activity, pipeline, and revenue goals aligned to the SMB market Participate in sales training, coaching, and feedback to accelerate growth and readiness for advanced TM sales roles Qualifications
Some banking, treasury/cash management, product sales, relationship management, lending, or other directly related experience required Basic knowledge of banking, treasury management, banking/treasury products and procedures Knowledge of applicable regulatory requirements Good sales, client product, and relationship management skills Strong influence, problem resolution, customer service, and communication skills (verbal and written) Ability to multitask, complete assignments, and meet deadlines Working knowledge of PCs and MS Office products Bachelor’s degree in business, finance, or related field. Combination of education and experience may meet job requirements. Work Location
Ogden, Salt Lake City, Midvale or Provo, Utah. Compensation
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 12 Paid 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 Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co‑workers, and want to make a difference for the clients and communities we serve. This position will
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