Treasury Management Sales Consultant - Walnut Creek
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Job Location:
Walnut Creek, CA - USA
Yearly Salary:
$ 160000 - 217000
Posted on:
15-09-2025
Vacancies:
1 Vacancy
Job Summary
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 associates 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 aTreasury Management Sales Consultant inWalnut Creek CA.
Essential Functions:
Provides primary servicing support for portfolio clients of high value complex Treasury Management relationships.
Responsible for expanding and building relationships maintaining a high level of client satisfaction by generating managing and servicing the treasury needs of clients.
Tracks client-related issues to resolution including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously.
Escalates issues as necessary with bankers management and product/vendor management teams.
Responsible for properly aligning loan clients with treasury products which fit their ongoing needs.
Identifies other client banking needs and partner with key stakeholders on cross sell opportunities.
Facilitates onboarding of major client relationships or complex industry types.
Reviews sales service and implementation processes to recommend process efficiencies.
Other duties as assigned.
Qualifications:
Requires a Bachelors 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 as a generalist or specialist of banking treasury management banking/treasury products and procedures.
Advanced working knowledge of applicable regulatory requirements.
Strong sales client product and relationship management skills.
Excellent 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 Parental 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 and any applicable state 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 enrolled in an accredited degree program related to the needs of the business maximum of $5250 per calendar year employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $160000 - $217000 annually depending on job-related factors such as level of experience.
Required Experience:
Contract
Key Skills
- Project Management Methodology
- Project / Program Management
- Change Management
- Order Management System
- Business Analysis
- Visio
- Data Management
- Project Management
- Metadata
- Management Consulting
- Data Analysis Skills
- Taxonomy
About Company
We are looking for a Relationship Banker (Commercial Lending) in San Diego, CA. This role focuses on identifying appropriate lending opportunities,...
