Treasury Management Sales Consultant - 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:

• 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
• 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

Benefits: 

• 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:

• Ogden, UT