Top 17 Treasury management Jobs in Portland, Or

Treasury Management Sales Analyst
Columbia Banking System —Lake Oswego, OR
- $22.70 - $37.84 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Senior Treasury Management Sales Consultant
U.S. Bank National Association —Gresham, OR
- $133,365 - $172,590 a year
- Full-time
- Customer service
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Treasury Transformation Manager - Kyriba
Deloitte —Portland, OR
- $134,100 - $265,100 a year
- Full-time
- CPA
- 5 years
- System design
SAP Treasury Transformation Manager
Deloitte —Portland, OR
- $134,500 - $265,100 a year
- Full-time
- Microsoft Excel
- CPA
- System design
Cross-Payment Client Onboarding Manager
U.S. Bank National Association —Gresham, OR
- $105,400 - $124,000 a year
- Full-time
- Office
- 8 years
- Analysis skills
- Paid holidays
- Disability insurance
10d
Senior Manager - SAP Treasury Transformation
Deloitte —Portland, OR
- $163,400 - $322,100 a year
- Full-time
- Bachelor of Science
- Finance
- Bachelor's degree
3d
Accounts Payable and Cash Manager
Holland Partner Group —Vancouver, WA
- $90,000 - $115,000 a year
- Overtime
- Hybrid work
- English
- Office
- Analysis skills
- Health savings account
- Paid holidays
Banking Payments Senior Manager
Accenture —Beaverton, OR
- $122,700 - $338,300 a year
- Full-time
- Sales
- Analysis skills
- Travel
- Paid holidays
- Disability insurance
5d
Healthcare Business Banking Relationship Manager
U.S. Bank National Association —Portland, OR
- $133,365 - $172,590 a year
- 7 years
- Office
- Microsoft Office
- Paid holidays
- Disability insurance
Treasury Services Manager
CorVel Corporation —Milwaukie, OR
- $87,190 - $134,613 a year
- Full-time
- Office
- 3 years
- Finance
- Health savings account
- Disability insurance
Quick Apply
Com'l Real Estate Manager
Columbia Banking System —Portland, OR
- $151,000 - $260,000 a year
- Full-time
- Office
- Analysis skills
- Mentoring
- Disability insurance
- Health insurance
Director, Internal Audit - Finance, Treasury & Capital
First Technology Federal Credit Union —Hillsboro, OR
- $164,000 - $197,000 a year
- Email
- CPA
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
13d
Middle Market Senior Commercial Relationship Manager
Banner Bank —Portland, OR
- $174,000 - $234,000 a year
- Full-time
- Hybrid work
- 6 years
- Computer Science
- Up to 50% travel
- Paid holidays
- Health insurance
Healthcare West Sales Manager
U.S. Bank National Association —Gresham, OR
- $159,970 - $207,020 a year
- Full-time
- 5 years
- Office
- Finance
- Paid holidays
- Disability insurance
3d

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Senior Treasury Management Sales Consultant
U.S. Bank National Association —Gresham, OR
Contacts prospective customers to provide consultative advice on current cash flow practices in order to develop treasury management business.
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Banking Payments Senior Manager
Accenture —Beaverton, OR
Successful track record of performing operating model design, business process design, and system functional design. U.S. Employee Benefits | Accenture.
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treasury management jobs near portland, or

Treasury Management Sales Analyst

Columbia Banking System -
Lake Oswego, OR

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Job Details

Full-time
$22.70 - $37.84 an hour

Benefits

Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
On-the-job training
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Life insurance
Pet insurance

Qualifications

Treasury management
Customer follow-ups
Commercial banking expertise
Pricing
Service agreement management
Sales proposal development
Financial services customer support
Microsoft Excel
Microsoft Outlook
Referral-based lead generation
Phone communication
Sales referrals
Coaching
Promoting bank products
Industry knowledge of banking risk management
Enterprise solutions implementation
Mid-level
Financial issue resolution
High school diploma or GED
Technical solutions implementation
Analysis skills
Documentation tools
Decision making
Team training
Industry knowledge of financial regulations
Client management
Mentoring
Sales management systems proficiency
Organizational skills
Solution design (as sales engineering task)

Full Job Description

About the Role:

The Treasury Management Sales Analyst (TMA) is responsible for partnering with Treasury Management Sales Consultant(s), (TMC). The TMA role will serve as the primary sales support contact to the TMC in assisting with Treasury Management sales related activities within an assigned region.

Analyze multiple resources and tools to acquire a full understanding of the customer’s complex needs and desired output.
Prepare customized customer reviews. Execute and manage treasury management service agreement, and other client-facing sales related documentation to promote the sale. Collaborate with TMC, technical consultant, business partners, and relationship team in the completion of Treasury Management Relationship Reviews, Working Capital Analysis and Request for Proposals (RFPs).
Responsible for owning post-sale activities such as implementation for domestic and international treasury solution implementations, CRM system input, accuracy of sales data, and joining implementation meetings for complex/ongoing implementations; ensure that the implementation and delivery of solution is completed within agreed upon timeframes and within our service level agreements (SLAs).
Identify and cross-sell treasury management solutions through needs analysis approach, and use of bank leads technology (USLs). Follow up by phone, or virtually on sales referrals from bankers with assigned TMC.
Responsible for follow up and resolution of problems; billing issues, assisting clients in navigating the bank by liaising with the Client Service, Account Analysis, and other partner teams to provide a prompt response.
In collaboration with the TMC, participate in driving new sales opportunities by identifying client needs and cross-selling Treasury Management products and services. Displays knowledge, proficiency and professionalism in explaining, selling and administering products/services.
Responsible for attending banker education with your TMC(s), and/or Ask the Expert Series, at least one meeting, per quarter in the annual year.
Assist with annual re-pricing initiatives by partnering with the TMC, and billing team to ensure existence of exception pricing for respective client accounts, and performing system inputs of approved and new exception pricing.
Join and participate in team (POD) meetings with assigned TMC(s), Implementation Specialist(s), Technical Solutions Consultant, and Support Specialist(s) on a regular basis.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.

About You:

H.S. Diploma/GED (preferred)
2-4 years — of experience in Treasury Management Sales, Sales Support or other business-related experience. (Required)
Advanced working knowledge of Treasury Management pre-sale/post-sale processes, products, operational procedures, documentation, practices and policies.
Extensive knowledge of commercial banking products and services, mitigating risk, and applicable laws and regulations.
Excellent professional verbal and written communication skills with the ability to effectively communicate with professionals at all levels; adequately knows how to assemble internal teams and resources.
Proven record of strong customer service skills, analytical skills, interpersonal and organization skills with ability to manage complex issues and use good judgement in decision making.
Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology Tools, and strong analytical and quantitative skills.
Demonstrated interest/ambition to develop into an individual sales contributor.
Possess time management, organizational and problem-solving skills with proven ability to multitask and meet deadlines in a fast-paced environment.

Travel Requirements

Occasional

The pay range for this role is $22.70 - $37.84.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location: Ability to work fully onsite at posted location(s).

201 B Avenue Suite 100 Lake Oswego OR 97034

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected] .

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Apply Now

Refine Your Search

treasury management jobs in portland, or

Treasury Management Sales Analyst

Senior Treasury Management Sales Consultant

Treasury Transformation Manager - Kyriba

SAP Treasury Transformation Manager

Cross-Payment Client Onboarding Manager

Senior Manager - SAP Treasury Transformation

Accounts Payable and Cash Manager

Banking Payments Senior Manager

Healthcare Business Banking Relationship Manager

Treasury Services Manager

Com'l Real Estate Manager

Director, Internal Audit - Finance, Treasury & Capital

Middle Market Senior Commercial Relationship Manager

Healthcare West Sales Manager

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