Treasury Management Sales Associate - CA

Calbanktrust; Irvine (CA); On-site; USD 79,000 - 96,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision insurance

401(k) plan

Paid time off (PTO)

Job summary

California Bank & Trust, a division of Zions Bancorporation, N.A., seeks a Treasury Management Sales Associate in California. You will support TM Sales Officers with pre-call research, develop proposals, and help prepare post-sale documentation while coordinating with clients, sales, and implementation teams.

This role requires a bachelor's degree and 2+ years in treasury or banking, strong communication, and the ability to meet deadlines.

Qualifications

• Bachelor's degree plus 2+ years in treasury management products or related fields.
• Strong written and verbal communication skills.
• Ability to meet deadlines and resolve issues.

Responsibilities

• Provide TM Sales Officers with pre-call research, develop proposals, and prepare post-sales customer documentation.
• Serve as a liaison between the customer, the sales officer, and the implementation team to ensure a satisfactory implementation experience.
• Maintain strong knowledge of the portfolio to analyze client decisions.
• Provide sales backup for TM Sales Officers and may conduct joint sales calls.
• Other duties as assigned.

Skills

Customer service

Sales

Banking

Electronic payments

Education

Bachelor's degree

Job description

Treasury Management Sales Associate - CA

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

We are looking for a Treasury Management Sales Associate in California.

Essential Functions:

• Provide TM Sales Officers with pre-call research, develop proposals, and prepare post-sales customer documentation.
• Serves as a liaison between the customer, the sales officer, and the implementation team to ensure a satisfactory implementation experience.
• Responsible for having a strong knowledge of the portfolio to successfully analyze decisions made for the client.
• Provides sales backup for the TM Sales Officer and may conduct joint sales calls with the TM Sales Officers and Relationship Managers.
• Other duties as assigned.

Qualifications:

• Requires a Bachelor's and 2+ years' experience with treasury management products, bank products, sales, customer service or other directly related experience. A combination of education and experience may meet requirements.
• Working knowledge of customer service, sales, banking, and electronic payment processing.
• Must have excellent written and verbal communication skills, customer service skills, and PC skills.
• Ability to meet deadlines, resolve issues.
• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the following ranges,annually, depending on location andjob-related factors such as level of experience:

• 79-96K – San Diego, Sacramento & Other

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC