California Bank & Trust
Treasury Management Portfolio Manager (Remote)
Treasury Management Portfolio Manager | California Bank &Trust | United States
Treasury Management Portfolio Manager | California Bank & Trust | United States
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 seasoned Treasury Management Sales Consultant. This is a remote position. This role provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships.
Essential Functions:
- Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships.
- Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing and servicing the treasury needs of clients.
- Track client-related issues to resolution, including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously.
- Escalate issues as necessary with bankers, management, and product/vendor management teams.
- Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs.
- Identify other client banking needs and partner with key stakeholders on cross sell opportunities.
- Facilitates onboarding of major client relationships or complex industry types.
- Review sales, service and implementation processes to recommend process efficiencies.
- Other duties as assigned.
Qualifications:
- Requires a Bachelors in business, finance or related field and 2+ 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.
- Working knowledge of banking, treasury management, banking/treasury products and procedures.
- Working knowledge of applicable regulatory requirements.
- Solid sales, client product and relationship management skills.
- Solid influence, problem resolution, customer service and communication skills, both verbal and written.
- Ability to effectively multitask, complete assignments and meet deadlines.
- Good 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 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, employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $X – $X annually depending on job-related factors such as level of experience.
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