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 San Diego, CA.

Essential Functions:

• Act as the subject matter expert in treasury and cash management product sales for new and existing clients.

• Identify treasury and cash management banking needs and partner with bankers on cross sell opportunities.

• Support building customer relationships and maintaining a high level of client satisfaction by managing the treasury needs of clients.

• Escalate issues as necessary with bankers, management, and product/vendor management teams.

• Other duties as assigned.

  Qualifications:

• Requires a bachelor’s in business, finance or related field and 6+ years of banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and experience may meet job requirements.

• Employs advanced knowledge of banking, treasury management, banking/treasury products and procedures.

• Advanced working knowledge of applicable regulatory requirements.

• Strong sales, client product and relationship management skills.

• Strong influence, problem resolution, customer service and communication skills, both verbal and written.

• Ability to effectively multitask, complete assignments and meet deadlines.

• Strong attention to detail.

• Working knowledge of PCs and MS Office products.

  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 $120,000 - $175,000 annually depending on job-related factors such as level of experience.

Req ID: 064436

Equal Opportunity Employer

It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

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