Treasury Management Sales Consultant – Irvine, CA

Zions Bancorporation; Irvine (CA); On-site; USD 82,000 - 101,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Time Off

Holidays

401(k) Match

Tuition Reimbursement

Wellness programs

Job summary

California Bank & Trust in Irvine, CA seeks a Treasury Management Sales Consultant to service high-value treasury relationships and expand client banking needs. You will collaborate with bankers and product teams to tailor treasury solutions and ensure client satisfaction.

The role emphasizes relationship building, cross-selling opportunities, onboarding major clients, and process improvement within a dynamic team environment.

Qualifications

• A bachelor's in business, finance or related field.
• Knowledge of banking, treasury management, and related products.
• Strong sales, client relationship management skills.
• Excellent verbal and written communication.
• Ability to multitask and meet deadlines.
• Attention to detail and PC/MS Office proficiency.

Responsibilities

• Provide servicing support for high-value treasury clients.
• Expand and manage client relationships, ensure satisfaction.
• Track issues to resolution with other teams.
• Escalate issues to bankers and product teams as needed.
• Align loan clients with treasury products.
• Identify cross-sell opportunities with stakeholders.
• Facilitate onboarding of major client relationships.
• Review sales and implementation processes for efficiency.
• Perform other duties as assigned.

Skills

Sales skills

Client relationship management

Communication skills

Multitasking

Attention to detail

MS Office proficiency

Education

Bachelor's degree in business/finance or related field

Job description

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 Consultant in Irvine, CA.

Essential Functions:

• Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships.

• Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing and servicing the treasury needs of clients.

• Track client-related issues to resolution, including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously.

• Escalate issues as necessary with bankers, management, and product/vendor management teams.

• Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs.

• Identify other client banking needs and partner with key stakeholders on cross sell opportunities.

• Facilitates onboarding of major client relationships or complex industry types.

• Review sales, service and implementation processes to recommend process efficiencies.

• Other duties as assigned.

Qualifications:

• Requires a bachelor’s in business, finance or related field and some banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and experience may meet job requirements.

• Basic knowledge of banking, treasury management, banking/treasury products and procedures. Knowledge of applicable regulatory requirements.

• Good sales, client product and relationship management skills.

• Good influence, problem resolution, customer service and communication skills, both verbal and written.

• Ability to effectively multitask, complete assignments and meet deadlines.

• Good attention to detail.

• Working knowledge of PCs and MS Office products.

Benefits:

• 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 range of $82,000 – $101,000 annually depending on job-related factors such as level of experience.

Equal Opportunity Employer

It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.