Business Banking Treasury Management & Payments Consultant

Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

This position is responsible for the acquisition, expansion and retention of new Payment business, including Merchant, Treasury Management and Card products. Contacts existing and prospective clients to provide consultative advice on the business cash conversion cycle, working capital management and internal processes to develop Payment business. In collaboration with Business Banking Relationship Managers, manages relationships with existing clients to ensure proper servicing and structure of accounts and to expand existing business. Conducts receivables and payables business operating cycle analysis for identified client and prospective client relationships; provides product/service recommendations to create process efficiencies and provide other business flow benefits to the client or prospect. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. May assist in the structuring of new or modified Payment services and oversees the proper implementation of those services. Builds relationships in the community and engages with local organizations, identifying business development opportunities as well as ways for U.Bank to make a difference in the communities we call home.

Bachelors degree, or equivalent work experience
- Basic sales and new business development skills
- Good client service and relationship skills
- Ability to teach customers how to use digital technology
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Thats why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Healthcare (medical, dental, vision)
~ Basic term and optional term life insurance
~ Short-term and long-term disability
~ Pregnancy disability and parental leave
~401(k) and employer-funded retirement plan
~ Up to 11 paid holiday opportunities
~ Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
Bank participates in the U.Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.Citizenship and Immigration Services. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Bank will consider qualified applicants with arrest or conviction records for employment. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.