Treasury Management Sales Consultant - Irvine, CA
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- Treasury Management
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- California Bank & Trust
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- 071501 Requisition #
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.
Key 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.
Role Scope and Impact
Scope: Independently manages Treasury Management sales activity across an assigned branch or portfolio segment, identifying opportunities and recommending solutions within established product, pricing, and risk parameters.
Free to Act: 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.
Impact: Directly contributes to Treasury Management sales, fee-revenue growth, product penetration, and relationship expansion within the assigned portfolio. Performance influences branch Treasury Management results and broader sales objectives.
Client Contact: 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.
Work Model: Centralized inside-sales model. Primarily engages branches, bankers, and clients through Microsoft Teams, phone, and other virtual channels rather than routine field coverage.
Benefits:
- Medical, Dental and Vision Insurance – START DAY ONE!
- Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal 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
- Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $82,000 - $101,000 annually depending on job-related factors such as level of experience.
This position will be open until filled.
To review our Benefits Summary click here.
All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
Click here to view our EEO Statement.
Click here to view applicable Federal, State and/or local employment law posters.
If you have any technical issues while completing the application, please first try these troubleshooting steps. If you continue to have issues, please reach out to us at careers@zionsbancorp.com.