Treasury Management Sales Consultant - North Salt Lake, Bountiful, Kaysville, or
Zions Bancorporation, Bountiful, UT, United States
Treasury Management Sales Consultant - North Salt Lake, Bountiful, Kaysville, or South Ogden, UT
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.
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
Experience in Business Banking, Commercial Banking, Treasury Management, Cash Management, Commercial Lending, or a closely related field
Proven experience selling financial solutions in a consultative, relationship-based environment
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 banking regulations and compliance requirements
Ability to influence stakeholders, solve client problems, and deliver high customer service
Strong verbal and written communication skills with business owners and internal partners
Ability to manage multiple priorities, meet deadlines, and operate independently
Attention to detail and strong organizational skills
Proficiency in Microsoft Office and CRM/sales tracking tools
Bachelor’s degree in business, finance, or a related field preferred; combination of relevant education and experience will be considered
Benefits
Health, dental, and vision insurance – starting day one
Life, disability, paid parental leave, and adoption assistance
Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
Paid training, paid time off (PTO), 11 paid federal holidays, and applicable state holidays
401(k) plan with company match, profit sharing, and competitive compensation based on experience
Mental health benefits including coaching and therapy sessions
Tuition reimbursement up to $5,250 per calendar year for qualified employees enrolled in an accredited degree program related to the business
Location
North Salt Lake / Davis County area – possible office locations: Bountiful, UT; Layton, UT
This position will be open until filled.
Equal Employment Opportunity All candidates, including those with criminal histories, will be considered for employment. A background check will be conducted for any candidate who accepts a conditional job offer. Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing equal employment opportunity. All applicants have equal opportunity regardless of 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 law.
Applicants requesting accommodations due to disability or veteran status can request reasonable accommodations by contacting careers@zionsbancorp.com or 801/844-7618. Please indicate "Accommodation needed" in the subject line.
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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.
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
Experience in Business Banking, Commercial Banking, Treasury Management, Cash Management, Commercial Lending, or a closely related field
Proven experience selling financial solutions in a consultative, relationship-based environment
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 banking regulations and compliance requirements
Ability to influence stakeholders, solve client problems, and deliver high customer service
Strong verbal and written communication skills with business owners and internal partners
Ability to manage multiple priorities, meet deadlines, and operate independently
Attention to detail and strong organizational skills
Proficiency in Microsoft Office and CRM/sales tracking tools
Bachelor’s degree in business, finance, or a related field preferred; combination of relevant education and experience will be considered
Benefits
Health, dental, and vision insurance – starting day one
Life, disability, paid parental leave, and adoption assistance
Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
Paid training, paid time off (PTO), 11 paid federal holidays, and applicable state holidays
401(k) plan with company match, profit sharing, and competitive compensation based on experience
Mental health benefits including coaching and therapy sessions
Tuition reimbursement up to $5,250 per calendar year for qualified employees enrolled in an accredited degree program related to the business
Location
North Salt Lake / Davis County area – possible office locations: Bountiful, UT; Layton, UT
This position will be open until filled.
Equal Employment Opportunity All candidates, including those with criminal histories, will be considered for employment. A background check will be conducted for any candidate who accepts a conditional job offer. Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing equal employment opportunity. All applicants have equal opportunity regardless of 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 law.
Applicants requesting accommodations due to disability or veteran status can request reasonable accommodations by contacting careers@zionsbancorp.com or 801/844-7618. Please indicate "Accommodation needed" in the subject line.
#J-18808-Ljbffr