Senior Treasury Management Sales Consultant

Zions Bancorporation; San Francisco (CA); On-site; USD 139,000 - 225,000; Full time

Benefits offered by this job

Medical, dental, vision insurance (day

Life and disability insurance

Paid parental leave

Adoption assistance

HSA/FSA

Paid training

PTO + holidays

401(k) with company match

Profit sharing

Mental health benefits

Tuition reimbursement

Employee ambassador programs

Job summary

California Bank & Trust, a division of Zions Bancorporation, seeks a Senior Treasury Management Sales Consultant in San Francisco/NorCal to lead consultative sales for high-value commercial clients, tailoring treasury solutions to optimize cash flow and efficiency.

You will own the sales cycle from discovery to implementation, expand wallet share through strategic outreach, and collaborate with internal teams to ensure seamless onboarding and client satisfaction.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 6+ years of treasury management, commercial banking, or financial services sales.
• Proven track record in consultative sales and client growth.

Responsibilities

• Lead consultative sales for high-value commercial clients with tailored treasury solutions.
• Understand client operations to improve cash flow and efficiency with treasury products.
• Proactively source new business and expand relationships through strategic outreach.
• Own the sales cycle from discovery to implementation and ensure onboarding and satisfaction.
• Stay current on industry trends and position yourself as a trusted advisor.
• Build and maintain relationships with key decision-makers for long-term partnerships.

Skills

Consultative sales

Revenue generation

Client relationship growth

Communication skills

Negotiation

Problem solving

Education

Bachelor’s degree in Business/Finance

Job description

California Bank & Trust, a division of Zions Bancorporation, seeks a Senior Treasury Management Sales Consultant in San Francisco/NorCal to lead consultative sales for high-value commercial clients, tailoring treasury solutions to optimize cash flow and efficiency.

You will own the sales cycle from discovery to implementation, expand wallet share through strategic outreach, and collaborate with internal teams to ensure seamless onboarding and client satisfaction.