Treasury Management Business Development Lead
California Bank & Trust
A complete application in a minute — tailored resume and cover letter, ready to send.
Benefits offered by this job
Job summary
California Bank & Trust is seeking a Treasury Management Business Development Officer in San Diego, CA. The role drives growth by connecting businesses with tailored banking solutions and building relationships with clients and the community.
The ideal candidate has a Bachelor’s degree in Business or Finance and 2+ years in business development or banking products, along with strong communication, negotiation, and presentation skills to expand referrals and coordinate with relationship
Qualifications
- Bachelor’s degree in Business, Finance or related field.
- Minimum 2+ years in business development, sales, or banking products.
- Combination of education and experience may meet requirements.
Responsibilities
- Source and develop prospects, new clients, and sell Treasury banking services.
- Develop sales strategies and expand referral sources.
- Pass prospects to Business Banking Relationship managers to close deals.
- Gather data for selling process and assist clients with loan/applications.
- May supervise or lead junior BDOs.
- Perform other duties as assigned.
Skills
Education
Job description
California Bank & Trust is seeking a Treasury Management Business Development Officer in San Diego, CA. The role drives growth by connecting businesses with tailored banking solutions and building relationships with clients and the community.
The ideal candidate has a Bachelor’s degree in Business or Finance and 2+ years in business development or banking products, along with strong communication, negotiation, and presentation skills to expand referrals and coordinate with relationship
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
