Senior Treasury Management Sales Consultant - San Diego

Zions Bancorporation; San Diego (CA); On-site; USD 133,000 - 162,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

Life and Disability Insurance

401(k) with company match

PTO and Holidays

Tuition Reimbursement

Job summary

California Bank & Trust, a division of Zions Bancorporation, seeks a Senior Treasury Management Sales Consultant in San Diego, CA. Provides servicing for high-value treasury clients, expands relationships, and ensures client satisfaction while coordinating with product and vendor teams.

The role requires a Bachelor's in business/finance and 8+ years in banking or treasury management, with strong sales and relationship management skills.

Qualifications

• Bachelor's degree in business, finance or related field required.
• 8+ years of banking, treasury/cash management, product sales or related experience preferred.
• Advanced knowledge of banking and treasury products and procedures.

Responsibilities

• Provide primary servicing support for high-value, complex Treasury Management relationships.
• Expand and build client relationships and ensure high client satisfaction.
• Track client issues to resolution and escalate with relevant teams.
• Align loan clients with treasury products that fit ongoing needs.
• Identify cross-sell opportunities with key stakeholders.
• Onboard major client relationships or complex industry types.
• Review sales, service and implementation processes for efficiencies.
• Other duties as assigned.

Skills

Sales skills

Relationship management

Communication skills

Multitasking

Attention to detail

MS Office

Education

Bachelor's in business/finance

Tools

MS Office

Job description

California Bank & Trust, a division of Zions Bancorporation, seeks a Senior Treasury Management Sales Consultant in San Diego, CA. Provides servicing for high-value treasury clients, expands relationships, and ensures client satisfaction while coordinating with product and vendor teams.

The role requires a Bachelor's in business/finance and 8+ years in banking or treasury management, with strong sales and relationship management skills.