Senior Treasury Management Sales Consultant

California Bank & Trust•San Francisco, CA

2d•Onsite

About The Position

As a Senior Treasury Management Sales Consultant, you will be a results-driven professional focused on solving complex financial challenges and delivering tailored solutions. This role involves optimizing cash flow, driving operational efficiencies, and implementing innovative payment solutions for commercial clients. You will serve as a strategic advisor, leading with insight and influence to drive revenue growth through thoughtful, solution-based selling. This high-impact position requires identifying opportunities, building long-term relationships, and delivering measurable results. The employee will be based in either the Menlo Park, San Francisco Main, or Walnut Creek office. California Bank & Trust fosters a relationship-centered culture, providing associates with tools, training, and opportunities to build strong relationships with clients and colleagues. The workplace values unique experiences, backgrounds, and perspectives, promoting a collaborative environment for growth. As a premier California-focused financial services company, CB&T has served communities, families, and businesses (small, mid-sized, and large) for 70 years, operating over 80 full-service branch offices across the state. The bank has received recognition as a “Best Bank” and “Best Commercial Bank” and has earned multiple Greenwich Excellence Awards for “Overall Client Satisfaction” as a division of Zions Bancorporation.

Requirements

Bachelor’s 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.

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.

Benefits

Medical, Dental and Vision Insurance
Life and Disability Insurance
Paid Parental Leave
Adoption Assistance
Health Savings (HSA)
Flexible Spending (FSA)
Dependent care accounts
Paid Training
Paid Time Off (PTO)
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 $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products