Treasury Management Sales Consultant - Ogden, UT
Zions Bank, Ogden, UT, United States
Treasury Management Sales Consultant - Ogden, UT
Zions Bank is 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 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, and the ability to deliver tailored Treasury Management solutions that support client cash flow, payments, and liquidity strategies. The position operates in an in-office, 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
Familiarity with applicable banking regulations and compliance requirements
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
Compliance & Benefits (summary) All candidates, including those with criminal histories, will be considered for employment. A background check may be required based on FDIC Section 19 regulations. Equal Employment Opportunity statements apply to all applicants and employees in accordance with applicable law.
Note:
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. Zions Bank is a division of Zions Bancorporation, N.A. Member FDIC.
#J-18808-Ljbffr
You will manage and 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, and the ability to deliver tailored Treasury Management solutions that support client cash flow, payments, and liquidity strategies. The position operates in an in-office, 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
Familiarity with applicable banking regulations and compliance requirements
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
Compliance & Benefits (summary) All candidates, including those with criminal histories, will be considered for employment. A background check may be required based on FDIC Section 19 regulations. Equal Employment Opportunity statements apply to all applicants and employees in accordance with applicable law.
Note:
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. Zions Bank is a division of Zions Bancorporation, N.A. Member FDIC.
#J-18808-Ljbffr