Treasury Management Solutions Consultant

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

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.