Treasury Management Sales Consultant - Walnut Creek

Zions Bancorporation • Walnut Creek, CA • 7h ago

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, 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 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 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 includingcoaching and therapy sessions

Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 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 $160,000 - $217,000 annually depending on job-related factors such as level of experience.

Req ID: 067994

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

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