Senior Treasury Management Solutions Consultant

California Bank & Trust; San Francisco (CA); On-site; USD 139,000 - 225,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Adoption Assistance

HSA

FSA

PTO/Paid Time Off

Holidays

Job summary

California Bank & Trust in the San Francisco Bay Area seeks a Senior Treasury Management Sales Consultant to advise commercial clients on tailored cash-management solutions, aiming to optimize cash flow and efficiency. You will lead the sales cycle from discovery to onboarding, and partner with internal teams to deliver on commitments and drive revenue growth.

Required are 6+ years in treasury management or financial services sales, a business degree, strong communication and negotiation skills,

Qualifications

• 6+ years of experience in treasury management, commercial banking, or financial services sales.
• Proven track record in consultative sales, revenue generation, and client relationship growth.
• Deep understanding of treasury products including payables, receivables, liquidity management, and fraud prevention.

Responsibilities

• Lead consultative sales efforts for a portfolio of high-value commercial clients.
• Understand client operations and financial strategies to recommend treasury products that improve cash flow and efficiency.
• Proactively source new business and expand relationships through strategic outreach and collaboration.
• Own the sales cycle from discovery to onboarding, ensuring seamless implementation and satisfaction.

Skills

Treasury management

Commercial banking

Financial services sales

Consultative selling

Relationship building

Negotiation

Education

Bachelor's degree in Business/Finance

Job description

California Bank & Trust in the San Francisco Bay Area seeks a Senior Treasury Management Sales Consultant to advise commercial clients on tailored cash-management solutions, aiming to optimize cash flow and efficiency. You will lead the sales cycle from discovery to onboarding, and partner with internal teams to deliver on commitments and drive revenue growth.

Required are 6+ years in treasury management or financial services sales, a business degree, strong communication and negotiation skills,