California Bank & Trust is looking for a Senior Treasury Management Sales Consultant to serve as a strategic advisor to our commercial clients while driving revenue growth through solution-based selling. You will be a key player in our relationship-centered culture, leveraging deep industry knowledge to build the best possible partnerships.
What You'll Do
- Lead consultative sales efforts for a portfolio of high-value commercial clients.
- Identify opportunities to expand wallet share through tailored treasury solutions that align with client goals.
- Understand client operations and financial strategies to recommend treasury products that improve cash flow, reduce risk, and enhance efficiency.
- Proactively source new business and expand existing relationships through strategic outreach, cross-functional collaboration, and deep industry knowledge.
- Own the sales cycle from discovery to implementation, ensuring seamless onboarding and satisfaction.
- Stay current on industry trends, competitor offerings, and emerging technologies to position yourself as a trusted advisor and thought leader.
- Build and maintain strong relationships with key decision-makers, positioning yourself as a long-term partner in their financial success.
What We're Looking For
- Bachelor’s degree in Business, Finance, or a related field.
- 6+ years of experience in treasury management, commercial banking, or financial services sales.
- Proven track record of success in consultative sales, revenue generation, and client relationship growth.
- Deep understanding of treasury products including payables, receivables, liquidity management, fraud prevention, and digital platforms.
- Strong communication, negotiation, and problem-solving skills.
- A proactive, goal-oriented mindset with a passion for helping clients succeed.
- A proactive, client-first mindset and a passion for building long-term partnerships.
Benefits & Compensation
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year
- Employee Ambassador preferred banking products
- Compensation: $139,000 - $225,000 annually depending on job-related factors such as level of experience and location.
Work Mode
This is a local, in-office role located in San Francisco, CA; Irvine, CA; Los Angeles, CA; San Diego, CA; or Walnut Creek, CA.
California Bank & Trust values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
