Treasury Management Sales Consultant - San Francisco, CA

Zions Bancorporation; San Francisco (CA); On-site; USD 139,000 - 225,000; Full time

Benefits offered by this job

Medical, dental, vision insurance (day

Life and disability insurance

Paid parental leave

Adoption assistance

HSA/FSA

Paid training

PTO + holidays

401(k) with company match

Profit sharing

Mental health benefits

Tuition reimbursement

Employee ambassador programs

Job summary

California Bank & Trust, a division of Zions Bancorporation, seeks a Senior Treasury Management Sales Consultant in San Francisco/NorCal to lead consultative sales for high-value commercial clients, tailoring treasury solutions to optimize cash flow and efficiency.

You will own the sales cycle from discovery to implementation, expand wallet share through strategic outreach, and collaborate with internal teams to ensure seamless onboarding and client satisfaction.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 6+ years of treasury management, commercial banking, or financial services sales.
• Proven track record in consultative sales and client growth.

Responsibilities

• Lead consultative sales for high-value commercial clients with tailored treasury solutions.
• Understand client operations to improve cash flow and efficiency with treasury products.
• Proactively source new business and expand relationships through strategic outreach.
• Own the sales cycle from discovery to implementation and ensure onboarding and satisfaction.
• Stay current on industry trends and position yourself as a trusted advisor.
• Build and maintain relationships with key decision-makers for long-term partnerships.

Skills

Consultative sales

Revenue generation

Client relationship growth

Communication skills

Negotiation

Problem solving

Education

Bachelor’s degree in Business/Finance

Job description

Treasury Management Sales Consultant - San Francisco, CA

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.

Let’s Build Something Great Together

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