Treasury Management Sales Specialist - 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

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.