Global Treasury Management Sales Analyst
About The Position
Banc of California is a premier relationship-based business bank providing banking and treasury management services to small, middle market, and venture-backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!
Requirements
- High School diploma or equivalent required
- 2+ years of relevant treasury management or financial services experience
- Knowledge of corporate banking, cash management, and working capital
- Sales and relationship management skills and experience
- Creative and strategic thinker with excellent problem solving and organization skills
- Ability to exhibit professionalism and a positive attitude under pressure
- Superior oral and written communication skills
- Ability to handle multiple priorities, projects, and relationships simultaneously
- Ability to work independently yet collaborate cross-functionally in a team environment
Nice To Haves
- Bachelor’s degree or equivalent work experience
Responsibilities
- Partner with TM Bankers, Relationship Managers, Foreign Exchange, and Trade partners to execute on a strategic plan for the assigned market to achieve the Bank’s deposit and non-interest income goals.
- Assist TM Bankers in relationship planning and researching clients and prospects.
- Assist with client call and pitch preparation by creating pricing proposals, relationship review materials, account structures, RFP responses, proformas, and cost-benefit analysis projects.
- Recommend changes and improvements to a client’s cash management structure to resolve gaps or expand the relationship.
- Initiate implementation requests for new business, including completing enrollment forms and agreements with clients.
- Maintain accurate sales pipeline and ensure key relationship systems are kept current.
- Utilize industry research tools, benchmarking, peer results and new / enhanced treasury management products to develop strategies and identify sales opportunities.
- Join weekly implementation calls for complex/ongoing implementations.
- Organize, manage and execute special projects such as reporting and portfolio analysis.
- Identify opportunities for process improvements.
- Follow all established policies and procedures.
- Perform other duties and projects as assigned.
Benefits
- Eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
- Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
- Adoption, surrogacy, and fertility assistance
- Paid parental leave and family support solutions including care options for your family.
- Paid vacation days, holidays, and volunteer time off.
- Tuition reimbursement
- An annual mentorship program
- Leadership development resources
- Access to LinkedIn Learning
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
