Treasury Management Sales Consultant - Ogden, UT
Zions Bancorporation, Ogden, UT, United States
Treasury Management Sales Consultant - North Salt Lake, Bountiful, Kaysville, or South Ogden, UT
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:
Some 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
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:
This position will be based in the North Salt Lake / Davis County area and could be officed in the following locations:
Bountiful, UT
Layton, UT
This position will be open until filled.
All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending 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, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
#J-18808-Ljbffr
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:
Some 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
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:
This position will be based in the North Salt Lake / Davis County area and could be officed in the following locations:
Bountiful, UT
Layton, UT
This position will be open until filled.
All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending 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, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
#J-18808-Ljbffr