Treasury Management Sales Consultant - San Francisco, CA

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

Are you a results-driven Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We’re seeking a high-performing sales consultant who thrives in a customer and partner driven environment that is motivated by helping clients optimize cash flow, drive operational efficiencies, and implement innovative payment solutions.

As a Senior Treasury Management Sales Consultant, you will lead with insight and influence—serving as a strategic advisor to commercial clients while driving revenue growth through thoughtful, solution-based selling. This is a high-impact role for someone who excels at identifying opportunities, building long-term relationships, and delivering measurable results. This position will sit in either our San Francisco Main or Walnut Creek office

Key Responsibilities

• Lead consultative sales efforts for a portfolio of high-value commercial clients. Identify opportunities to expand wallet share through tailored treasury solutions that align with client goals.
• Understand client operations and financial strategies to recommend treasury products that improve cash flow, reduce risk, and enhance efficiency.
• Proactively source new business and expand existing relationships through strategic outreach, cross-functional collaboration, and deep industry knowledge.
• Own the sales cycle from discovery to implementation. Ensure seamless onboarding and satisfaction, partnering with internal teams to deliver on commitments.
• Stay current on industry trends, competitor offerings, and emerging technologies to position yourself as a trusted advisor and thought leader.
• Build and maintain strong relationships with key decision-makers, positioning yourself as a long-term partner in their financial success.

What You Bring To The Table

• Bachelor’s degree in Business, Finance, or related field, with 6+ years of experience in treasury management, commercial banking, or financial services sales.
• Proven track record of success in consultative sales, revenue generation, and client relationship growth.
• Deep understanding of treasury products including payables, receivables, liquidity management, fraud prevention, and digital platforms.
• Strong communication, negotiation, and problem-solving skills.
• A proactive, goal-oriented mindset with a passion for helping clients succeed.
• A proactive, client-first mindset and a passion for building long-term partnerships.

Why You’ll Love Working Here

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products

This position is eligible to earn a base salary of $139,000 - $225,000 annually depending on job-related factors such as level of experience and location.

San Francisco, Walnut Creek, Menlo Park - $148-225k depending on years of experience.

About Us

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.