Treasury Management Sales Consultant
Zions Bank
Treasury Management Sales Consultant
Zions Bank
Offers retail and commercial banking services
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,andproactivelyidentifiesopportunitieswithinexistingclientportfoliosandnewrelationships.Therole supportsbankersthroughoutthesalesprocess,includingopportunityidentification,clientdiscovery,solution positioning, proposal development, pricing, and follow-up through implementation and activation.
TheSalesConsultantservesasasubjectmatterexpertfordesignatedTreasuryManagementpackages,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.
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 broadersales 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\:
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.
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,andproactivelyidentifiesopportunitieswithinexistingclientportfoliosandnewrelationships.Therole supportsbankersthroughoutthesalesprocess,includingopportunityidentification,clientdiscovery,solution positioning, proposal development, pricing, and follow-up through implementation and activation.
TheSalesConsultantservesasasubjectmatterexpertfordesignatedTreasuryManagementpackages,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.
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 broadersales 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\:
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.
Offers retail and commercial banking services
Zions Bank is a financial institution that provides traditional banking services to individuals and businesses, including personal and business accounts, loans, mortgages, and investment services, delivered through branches and digital channels. The company differentiates itself by prioritizing people—employees, clients, and communities—through strong benefits, learning opportunities, community involvement, and autonomy that enables employees to grow in their roles. This focus on people and community sets Zions Bank apart from competitors that may emphasize products alone. The goal is to help customers succeed financially while also empowering employees and serving as a premier employer of choice that contributes to the communities it serves.
Explore more opportunities at Zions Bank