Treasury Management Sales Consultant Los AngelesIrvine, CA
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Job Location:
Los Angeles, CA - USA
Yearly Salary:
$ 95000 - 125000
Posted on:
2 days ago
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 in Los Angeles or Irvine CA.
Essential Functions:
- Responsible for expanding and building relationships maintaining a high level of client satisfaction by generating managing and servicing the treasury needs of clients.
Drive growth through consultative selling cross-functional collaboration and strategic expansion of existing relationships.
- Track client-related issues to resolution including those handed off to other teams for action and ensure client issues are resolved appropriately and expeditiously.
- Escalate 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.
- Identify other client banking needs and partner with key stakeholders on cross sell opportunities.
- Facilitates onboarding of major client relationships or complex industry types.
- Review sales service and implementation processes to recommend process efficiencies.
Other duties as assigned.
Qualifications:
- Requires a bachelors in business finance or related field and some banking treasury/cash management product sales relationship management lending or other directly related experience. A combination of education and experience may meet job requirements.
- Basic knowledge of banking treasury management banking/treasury products and procedures. Knowledge of applicable regulatory requirements.
- Good sales client product and relationship management skills.
- Good influence problem resolution customer service and communication skills both verbal and written.
- Ability to effectively multitask complete assignments and meet deadlines.
- Good 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 in the range of $95000 - $125000 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
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