Senior Treasury Management Sales Consultant Los Angeles, San Francisco, Menlo Park, Walnut Creek, Irvine, or San Diego

Are you a results-driven Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions Were seeking a high-performing sales consultant who thrives in a customer and partner driven environment that is motivated by helping clients optimize cash flow drive operational efficiencies and implement innovative payment solutions.

As a Senior Treasury Management Sales Consultant you will lead with insight and influenceserving as a strategic advisor to commercial clients while driving revenue growth through thoughtful solution-based selling. This is a high-impact role for someone who excels at identifying opportunities building long-term relationships and delivering measurable results.

Key Responsibilities

• Lead consultative sales efforts for a portfolio of high-value commercial clients. Identify opportunities to expand wallet share through tailored treasury solutions that align with client goals.
• Understand client operations and financial strategies to recommend treasury products that improve cash flow reduce risk and enhance efficiency.
• Proactively source new business and expand existing relationships through strategic outreach cross-functional collaboration and deep industry knowledge.
• Own the sales cycle from discovery to implementation. Ensure seamless onboarding and satisfaction partnering with internal teams to deliver on commitments.
• Stay current on industry trends competitor offerings and emerging technologies to position yourself as a trusted advisor and thought leader.
• Build and maintain strong relationships with key decision-makers positioning yourself as a long-term partner in their financial success.

What You Bring to the Table

• Bachelors degree in Business Finance or related field with 6 years of experience in treasury management commercial banking or financial services sales.
• Proven track record of success in consultative sales revenue generation and client relationship growth.
• Deep understanding of treasury products including payables receivables liquidity management fraud prevention and digital platforms.
• Strong communication negotiation and problem-solving skills.
• A proactive goal-oriented mindset with a passion for helping clients succeed.
• A proactive client-first mindset and a passion for building long-term partnerships.

Why Youll Love Working Here

• 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

Los Angeles/Irvine - $131-192K depending on years of experience.

San Diego/Sacramento - $125-183K depending on years of experience

About Us

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.

Lets Build Something Great Together

Apply today and become a key player in shaping the treasury strategy for our most valued clients. Your expertise will drive clients to success and elevate your career.