Treasury Management Sales Consultant - Irvine, CA

California Bank & Trust•Irvine, CA

1d•Remote

About The Position

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 Irvine, CA. The Treasury Management Sales Consultant is a centralized, inside-sales role responsible for proactively partnering with assigned branches and banking teams to identify, develop, and close Treasury Management opportunities. Working primarily through Microsoft Teams, phone, and other virtual channels, the Sales Consultant serves as a Treasury Management resource to bankers and clients, helping drive increased product adoption, fee revenue, and deeper client relationships. The Sales Consultant develops strong partnerships with assigned branches and bankers, maintains a consistent sales cadence, and proactively identifies opportunities within existing client portfolios and new relationships. The role supports bankers throughout the sales process, including opportunity identification, client discovery, solution positioning, proposal development, pricing, and follow-up through implementation and activation. The Sales Consultant serves as a subject matter expert for designated Treasury Management packages, products, and solutions and is responsible for effectively communicating their value to both internal partners and clients. The individual provides virtual consultation and product expertise, assists bankers in positioning appropriate solutions, and participates in client conversations when Treasury Management expertise is needed.

Requirements

Works independently within established Treasury Management sales, pricing, and product guidelines.
Determines appropriate engagement and follow-up strategies for assigned bankers and opportunities, escalating exceptions and complex needs appropriately.
Regular interaction with bankers, branch leadership, Treasury Management partners, and clients, primarily through virtual channels.
Serves as an accessible Treasury Management sales resource and subject matter expert for assigned partners.
Centralized inside-sales model.
Primarily engages branches, bankers, and clients through Microsoft Teams, phone, and other virtual channels rather than routine field coverage.

Responsibilities

Proactively partner with assigned branches and bankers to identify and develop Treasury Management sales opportunities
Establish a consistent virtual calling and engagement cadence with assigned banking teams using Microsoft Teams, phone, and other digital channels.
Drive Treasury Management sales, product penetration, activation, and fee revenue across the assigned portfolio.
Review client relationships and portfolios to identify opportunities for additional Treasury Management solutions and relationship expansion.
Serve as a subject matter expert for designated Treasury Management packages and solutions, providing guidance to bankers and clients on product capabilities, positioning, and appropriate use cases.
Conduct client discovery conversations to understand cash flow, payables, receivables, liquidity, and reporting needs and recommend appropriate Treasury Management solutions.
Support the sales process from opportunity identification through proposal, pricing, closing, implementation, and activation, partnering with the appropriate Treasury Management and operational teams as needed.
Educate and coach branch partners on Treasury Management products, identifying client needs, recognizing sales opportunities, and effectively introducing Treasury Management into client conversations.
Maintain an active pipeline, document sales activity, and provide appropriate follow-up to drive opportunities toward completion.
Collaborate with Treasury Management Officers and other partners on more complex client needs and opportunities requiring field-based or specialized support.
Build strong internal partnerships and serve as an accessible, responsive Treasury Management resource for assigned branches.
Contribute to Treasury Management growth objectives while maintaining a high level of client and partner satisfaction.