Treasury Management Sales Lead: Lead & Elevate Teams

Citizens Business Bank; Ontario (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Citizens Business Bank in California seeks a Treasury Management Sales Officer Lead to guide a team that delivers treasury management solutions and generates fee income for corporate clients.

You will supervise, train and coach sales officers, conduct client demonstrations, present proposals, upsell products, and coordinate with risk managers to mitigate risk; occasional travel is required.

Qualifications

• Associate's degree or equivalent; 3–5 years related experience and/or training.
• Ability to read, analyze, and interpret business materials; strong written and verbal communication.
• Willingness to travel to customer sites as needed.

Responsibilities

• Lead and mentor Treasury Management Sales Officers to meet/exceed targets.
• Conduct regular product training and coaching sessions for the team.
• Demonstrate treasury management solutions to clients and complete accurate pro formas.
• Educate clients and upsell treasury management services.
• Coordinate with risk managers and lenders to mitigate risks.
• Support implementation processes and maintain client relationships.

Skills

Leadership

Sales coaching

Customer service

Communication

Training

Education

Associate's degree or equivalent

Tools

Excel

Database software

Word Processing

Job description

Citizens Business Bank in California seeks a Treasury Management Sales Officer Lead to guide a team that delivers treasury management solutions and generates fee income for corporate clients.

You will supervise, train and coach sales officers, conduct client demonstrations, present proposals, upsell products, and coordinate with risk managers to mitigate risk; occasional travel is required.