Treasury Management Relationship Consultant

California Bank & Trust; San Diego (CA); On-site; USD 133,000 - 196,000; Full time

Benefits offered by this job

Medical and Dental Insurance

Life and Disability Insurance

401(k) plan with company match

Tuition Reimbursement

Job summary

California Bank & Trust is seeking a Treasury Management Sales Consultant in San Diego, CA. The role involves providing support for high-value clients, building relationships, and ensuring client satisfaction. Ideal candidates will have a Bachelor's degree in business or finance and significant banking experience. Benefits include medical, dental, vision insurance, and a competitive salary range of $133,000 - $196,000 annually, depending on experience.

Qualifications

• 6-8+ years of experience in banking or treasury management.
• Advanced knowledge of banking and treasury products and procedures.
• Strong multitasking abilities and deadline management.

Responsibilities

• Provide servicing support for high-value Treasury Management clients.
• Build and maintain client relationships to ensure satisfaction.
• Identify and align clients with appropriate treasury products.

Skills

Relationship management

Sales skills

Client service

Problem resolution

Communication

Attention to detail

Education

Bachelor’s in business or finance

Tools

MS Office

Job description

California Bank & Trust is seeking a Treasury Management Sales Consultant in San Diego, CA. The role involves providing support for high-value clients, building relationships, and ensuring client satisfaction. Ideal candidates will have a Bachelor's degree in business or finance and significant banking experience. Benefits include medical, dental, vision insurance, and a competitive salary range of $133,000 - $196,000 annually, depending on experience.