Treasury Management Sales Associate

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 Associate in California. 

Essential Functions\: 

• Provide TM Sales Officers with pre-call research, develop proposals, and prepare post-sales customer documentation. 

• Serves as a liaison between the customer, the sales officer, and the implementation team to ensure a satisfactory implementation experience. 

• Responsible for having a strong knowledge of the portfolio to successfully analyze decisions made for the client. 

• Provides sales backup for the TM Sales Officer and may conduct joint sales calls with the TM Sales Officers and Relationship Managers. 

• Other duties as assigned.

Qualifications\: 

• Requires a Bachelor's and 2+ years' experience with treasury management products, bank products, sales, customer service or other directly related experience. A combination of education and experience may meet requirements. 

• Working knowledge of customer service, sales, banking, and electronic payment processing. 

• Must have excellent written and verbal communication skills, customer service skills, and PC skills. 

• Ability to meet deadlines, resolve issues.

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 following ranges, annually, depending on location and job-related factors such as level of experience\:

• 79-96K – San Diego, Sacramento & Other 

• 82-101 – Irvine, Los Angeles 

• 93-114K – San Francisco, Walnut Creek

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 Associate in California. 

Essential Functions\: 

• Provide TM Sales Officers with pre-call research, develop proposals, and prepare post-sales customer documentation. 

• Serves as a liaison between the customer, the sales officer, and the implementation team to ensure a satisfactory implementation experience. 

• Responsible for having a strong knowledge of the portfolio to successfully analyze decisions made for the client. 

• Provides sales backup for the TM Sales Officer and may conduct joint sales calls with the TM Sales Officers and Relationship Managers. 

• Other duties as assigned.

Qualifications\: 

• Requires a Bachelor's and 2+ years' experience with treasury management products, bank products, sales, customer service or other directly related experience. A combination of education and experience may meet requirements. 

• Working knowledge of customer service, sales, banking, and electronic payment processing. 

• Must have excellent written and verbal communication skills, customer service skills, and PC skills. 

• Ability to meet deadlines, resolve issues.

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 following ranges, annually, depending on location and job-related factors such as level of experience\:

• 79-96K – San Diego, Sacramento & Other 

• 82-101 – Irvine, Los Angeles 

• 93-114K – San Francisco, Walnut Creek