Treasury Management Sales Officer

Job Board Title:
Treasury Management Sales Officer

Post Date

Expiration Date

The Commerce Bank of Washington, a division of Zions Bancorporation, is currently seeking an experienced professional to fill a Treasury Management Sales Officer position in Seattle, WA.

The Commerce Bank of Washington believes that delivering exceptional service to our clients is the single most important function we perform in our role as bankers. We are dedicated to enriching businesses and professional firms by providing them and their principals with highly personalized banking and investment banking services from experienced bankers committed to long-term banking relationships. As a true partner we help local entrepreneurs and professionals realize their full potential by providing banking services that serve their unique needs.


The Treasury Management Sales Officer will do the following:

Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships
Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing and servicing the treasury needs of clients
Track client-related issues to resolution, including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously
Escalate issues as necessary with bankers, management, and product/vendor management teams
Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs
Identify other client banking needs and partner with key stakeholders on cross sell opportunities
Facilitates onboarding of major client relationships or complex industry types
Review sales, service and implementation processes to recommend process efficiencies
Other duties as assigned
Requires a Bachelor's in business, finance or related field and some banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and experience may meet job requirements
Preferred 4+ years of direct experience
Basic knowledge of banking, treasury management, banking/treasury products and procedures
Knowledge of applicable regulatory requirements
Good sales, client product and relationship management skills
Good influence, problem resolution, customer service and communication skills, both verbal and written
Ability to effectively multitask, complete assignments and meet deadlines
Good attention to detail
Working knowledge of PCs and MS Office products
Reports to: Chief Financial Officer

Competitive compensation commensurate with work experience + incentives
Health Insurance + Life Insurance and 401(k) plan – generous company matching
Paid Training, paid Vacation, paid Holidays and promotional opportunities offered from within
Stable Employer, a division of Zions Bancorporation and is included in the S&P 500 & NASDAQ Financial 100 indices

Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. The company is a national leader in Small Business Administration lending and public finance advisory services. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices. Zions received 9 Greenwich Excellence Awards for the year ended 2019. These awards are based on more than 27,000 market research interviews with businesses nationwide evaluating over 600 banks. Since the Awards’ inception in 2009, Zions is one out of six U.S. banks to average 14 or more wins.

The Commerce Bank of Washington

601 Union Street, Suite 3600
Seattle, WA 98040

Work Phone:


601 Union Street