Treasury Management Sales Associate - CA

California Bank & Trust • Irvine, CA

5d

About The Position

California Bank & Trust is seeking a Treasury Management Sales Associate in California. The role supports Treasury Management Sales Officers by preparing for sales activity, developing proposals, coordinating customer implementation, and providing sales coverage. The associate serves as a liaison among customers, sales officers, and the implementation team, and uses knowledge of the product portfolio to analyze decisions made for clients.

Associates work in a collaborative, relationship-centered culture focused on helping clients and employees grow. California Bank & Trust serves communities, families, and businesses throughout California and is a division of Zions Bancorporation.

Requirements

• Bachelor's degree and at least 2 years of experience with treasury management products, bank products, sales, customer service, or other directly related experience; a combination of education and experience may meet requirements.
• Working knowledge of customer service, sales, banking, and electronic payment processing.
• Excellent written and verbal communication skills.
• Strong customer service skills and PC skills.
• Ability to meet deadlines and resolve issues.

Responsibilities

• Provide Treasury Management Sales Officers with pre-call research.
• Develop proposals and prepare post-sales customer documentation.
• Serve as a liaison between customers, sales officers, and the implementation team to support a satisfactory implementation experience.
• Maintain strong knowledge of the portfolio to analyze decisions made for clients.
• Provide sales backup for the Treasury Management Sales Officer.
• May conduct joint sales calls with Treasury Management Sales Officers and Relationship Managers.
• Perform other duties as assigned.

Benefits

• Medical, dental, and vision insurance starting day one.
• Life and disability insurance.
• Paid parental leave and adoption assistance.
• Health Savings Account, Flexible Spending Account, and dependent care accounts.
• Paid training, paid time off, and 11 paid federal holidays.
• 401(k) plan with company match.
• Profit sharing.
• Competitive compensation based on work experience.
• Mental health benefits, including coaching and therapy sessions.
• Tuition reimbursement for qualifying employees.
• Preferred banking products through the Employee Ambassador program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level