Treasury Management Tele Sales Representative

Mechanics Bank•Irvine, CA

1d•$32 - $42•Onsite

About The Position

Mechanics Bank is currently searching for a full-time Treasury Management Tele Sales Representative to join our team at our Irvine office. The Tele Sales Representative plays a key role in driving deposit growth and expanding Treasury Management product adoption by proactively engaging both existing and prospective clients. This position focuses on delivering consultative outbound outreach to identify client needs, position solutions, and support a seamless onboarding experience. Reporting to the Treasury Management Tele Sales Leader, the representative executes targeted calling strategies to achieve individual deposit, revenue, and client retention goals. This role collaborates closely with the Treasury Management Sales team and branch partners to ensure clients receive timely support, guidance, and exceptional service experience. Responsible for engaging existing and prospective clients to promote Treasury Management solutions. Executes outbound calling efforts to support deposit growth and product adoption. Maintain up-to-date knowledge of treasury management products, market trends, competitor offerings, and regulatory requirements. Collaborate with the Treasury Management team and branch partners to support client needs. Ensure all client calls meet compliance, quality, and documentation standards. Champion clients need and support product innovation based on market feedback. Resolve client escalations and ensure a smooth handoff to implementation team. Provide feedback to product teams on client trends, challenges, and feature opportunities. Ensure compliance with all relevant laws, regulations, and internal policies. What you will do: Partners across the Mechanics Bank organization to target and build opportunities for Treasury Services solutions and depository business. Ability to recognize and solve client’s needs. Performs consultative relationship reviews. Execute market-based sales plans to target prospects and existing customers. Grows non-interest income and deposit interest income. Manages and maintains and accurate and timely sales pipeline. Represents Mechanics Bank and Treasury Services in internal and external settings. Enhance bank employees’ knowledge of Treasury Management services for the purpose of developing business. Develop relationships with key internal bank business partners & support staff. Provides market-based knowledge, client/prospect feedback.

Requirements

High School or GED preferred
Minimum of 3-5 years of Treasury Management Service/Sales experience (preferred)
Establishes working relationships with clients/prospects and colleagues with an ability to articulate ideas and solutions
Ability to work independently and have a strong acumen for business and relationship development
Ability to generate ideas to identify and drive the development of new business
Effective selling and negotiation skills
Excellent verbal and written communication skills
Strong time management, organizational, planning skills and customer skills
Ability to mobilize internal networks and resources
Strong working relationship with the Treasury Management Sales Analyst and/or Team
Ability to use various PC and internet-based systems including but not limited to Word, PowerPoint and Excel for the role
Strong cultural sensitivity and awareness
Knowledge of credit and operational risk-ability to quantify potential exposure and advise the team
Ability to create proformas and understand formulas involved in analysis
Excellent presentation skills to develop customized presentations for internal and external use

Responsibilities

Engaging existing and prospective clients to promote Treasury Management solutions
Executing outbound calling efforts to support deposit growth and product adoption
Maintaining up-to-date knowledge of treasury management products, market trends, competitor offerings, and regulatory requirements
Collaborating with the Treasury Management team and branch partners to support client needs
Ensuring all client calls meet compliance, quality, and documentation standards
Championing clients need and support product innovation based on market feedback
Resolving client escalations and ensure a smooth handoff to implementation team
Providing feedback to product teams on client trends, challenges, and feature opportunities
Ensuring compliance with all relevant laws, regulations, and internal policies
Partners across the Mechanics Bank organization to target and build opportunities for Treasury Services solutions and depository business
Recognizing and solve client’s needs
Performing consultative relationship reviews
Executing market-based sales plans to target prospects and existing customers
Growing non-interest income and deposit interest income
Managing and maintains and accurate and timely sales pipeline
Representing Mechanics Bank and Treasury Services in internal and external settings
Enhancing bank employees’ knowledge of Treasury Management services for the purpose of developing business
Developing relationships with key internal bank business partners & support staff
Providing market-based knowledge, client/prospect feedback
Prepare and ensure proper execution of onboarding documentation for Treasury Management solutions to clients/prospects
Create presentations, reports, collateral review and design, product review and enhancements, portfolio, revenue, profitability, pricing, and other duties as requested
Provides client support and product knowledge in relation to treasury management services
Responsible for problem solving, and resolution of treasury management issues with prospects and clients
Review and respond to referrals from Retail colleagues requiring a fast-paced analysis and professional communication to deliver new revenue and manage expectations of Retail clients, prospects and colleagues

Benefits

Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members
Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
Health Savings Account with employer contribution
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
401(k) and Roth 401(k) with company contribution
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
Supplemental Health plans, Voluntary Legal and Identity Theft Services
11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.