Treasury Management Sales Associate - LA/Orange County/San Diego/Walnut Creek

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 Associate in LA/Orange County/San Diego/Walnut Creek in CA. This role provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships. 

Essential Functions:

• Works with assigned Treasury Management Officers (TMO)s within a geographical, industry or business segment to identify new sales and expansion opportunities by applying knowledge of treasury management solutions.  

• Responsible to communicate with clients as appropriate to assist TMOs with satisfying client requests.   

• Assists TMOs with the preparation of sales material, client presentations,  

• Request for Proposals and client documentation.  

• Occasionally conducts meetings with or without the assistance of TMOs including conducting sales presentations and product demonstrations.  

• Reviews and analyzes client statements and interview information to prepare client proposal pro-formas and proposals.   

• Determines which client agreements and documents are required once complete. 

• Follows up and oversees the implementation, training process and resolution of customer issues to ensure completion to the client's satisfaction.  

• Provides support as clients transition through the sales and fulfillment process including their hand off to Training and Implementation staff while overseeing client satisfaction throughout the process.  

• Other duties as assigned. 

Qualifications:   

• Requires a Bachelor's degree in business or a related field and some working experience in business administration, sales, sales support, customer service, treasury management or a similar field. A combination of education and experience may meet requirements.  

• Basic knowledge of bank and/or treasury products and services.  

• Solid customer service and support skills.  

• Ability to review and analyze client information.  

• Good problem resolution, interpersonal and communication skills, both verbal and written.  

• Ability to train clients on products.  

• Strong computer skills including Microsoft Office. 

Benefits:    

• Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!  

• 401(k) plan, competitive compensation in line with work experience.  

• Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements 

• Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within 

• Tuition Reimbursement for qualifying employees 

• Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.