Senior Treasury Managment Sales Consultant

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.

We are looking for a Treasury Management Sales Consultant in Walnut Creek or Sacramento, CA .

Essential Functions :

Act as the subject matter expert in treasury and cash management product sales for new and existing clients.

• Identify treasury and cash management banking needs and partner with bankers on cross sell opportunities.
• Support building customer relationships and maintaining a high level of client satisfaction by managing the treasury needs of clients.

Escalate issues as necessary with bankers, management, and product / vendor management teams.

Other duties as assigned.

Qualifications :

Requires a bachelor’s in business, finance or related field and 6+ years of banking, treasury / cash management, product sales, relationship management, lending or other directly related experience.

A combination of education and experience may meet job requirements.

Employs advanced knowledge of banking, treasury management, banking / treasury products and procedures.

Advanced working knowledge of applicable regulatory requirements.

Strong sales, client product and relationship management skills.

Strong influence, problem resolution, customer service and communication skills, both verbal and written.

Ability to effectively multitask, complete assignments and meet deadlines.

Strong attention to detail.

Working knowledge of PCs and MS Office products.

Benefits :

Medical, Dental and Vision Insurance START DAY ONE!

Life and Disability Insurance, Paid Paternal 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

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

Employee Ambassador preferred banking products

This position is eligible to earn a base salary of the following :

• Walnut Creek Target Salary : 160-200k annually
• Sacramento Target Salary : 140-180kannually

Salary is dependent on job-related factors such as level of experience.