Treasury Management Solutions Sales Associate - CA

Zions Bancorporation; Irvine (CA); On-site; USD 79,000 - 96,000; Full time

Benefits offered by this job

Health, Dental, Vision insurance

Life and Disability Insurance

Paternal Leave

HSAs and FSAs

Paid PTO & Holidays

401(k) plan with match

Profit Sharing

Mental health benefits

Tuition Reimbursement

Job summary

California Bank and Trust, a division of Zions Bancorporation, is seeking a Treasury Management Sales Associate in California. You will support TM Sales Officers, develop proposals, and coordinate with clients and the implementation team to ensure a smooth onboarding.

A Bachelor's degree and 2+ years in treasury management or related fields are required, along with strong communication and banking knowledge.

Qualifications

• Requires a Bachelor's and 2+ years' experience with treasury management products, bank products, sales, customer service or other related experience.
• Working knowledge of customer service, sales, banking, and electronic payment processing.
• Must have excellent written and verbal communication skills, customer service skills, and PC skills.

Responsibilities

• Provide TM Sales Officers with pre-call research, develop proposals, and prepare post-sales customer documentation.
• Serves as a liaison between the customer, the sales officer, and the implementation team to ensure a satisfactory implementation experience.
• Responsible for having a strong knowledge of the portfolio to successfully analyze decisions made for the client.
• Provides sales backup for the TM Sales Officer and may conduct joint sales calls with the TM Sales Officers and Relationship Managers.
• Other duties as assigned.

Education

Bachelor's degree

Job description

California Bank and Trust, a division of Zions Bancorporation, is seeking a Treasury Management Sales Associate in California. You will support TM Sales Officers, develop proposals, and coordinate with clients and the implementation team to ensure a smooth onboarding.

A Bachelor's degree and 2+ years in treasury management or related fields are required, along with strong communication and banking knowledge.