Treasury Management Sales Associate - Remote - Must Live in CA

Company: California Bank & Trust
Location: Los Angeles
Posted on: May 28, 2023

Job Description:

Treasury Management Sales Associate - Remote - Must Live in CA California Bank & Trust is looking for a Remote Treasury Management Sales Associate California Bank & Trust (CB&T) is one of California's leading relationship banks, serving the needs of commercial, middle market and small businesses and families. In business for over 70 years, CB&T has continuously earned recognition as "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. 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. - Essential Functions: - Works with assigned Treasury Management Officers (TMO)s within a geographical, industry or business segment to identify new sales and expansion opportunities by applying knowledge of treasury management solutions. - Responsible to communicate with clients as appropriate to assist TMOs with satisfying client requests. - Assists TMOs with the preparation of sales material, client presentations, Request for Proposals, and client documentation. - Occasionally conducts meetings with or without the assistance of TMOs including conducting sales presentations and product demonstrations. - Reviews and analyzes client statements and interview information to prepares client proposal pro-formas and proposals. - Determines which client agreements and documents are required once complete. - Follows up and oversees the implementation, training process and resolution of customer issues to ensure completion to the client's satisfaction. - Provides support as clients transition through the sales and fulfillment. Qualifications: - - Requires a Bachelor's degree in business or a related field and some working experience in business administration, sales, sales support, customer service, treasury management or a similar field. A combination of education and experience may meet requirements. - Basic knowledge of bank and/or treasury products and services. - Solid customer service and support skills. - Ability to review and analyze client information. - Good problem resolution, interpersonal and communication skills, both verbal and written. - Ability to train clients on products. - Must live within California - 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 $62K - $72K annually depending on job-related factors such as level of experience and location. - Zions Bancorporation and its affiliates and divisions ("Zions") is an equal opportunity employer which prohibits all forms of discrimination and harassment. Zions is committed to the principle of equal employment opportunity for all employees and employment candidates and to providing a work environment free of discrimination and harassment. All employment decisions at Zions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, ethnicity, sex, sexual orientation, gender identification, age, national origin, pregnancy, veteran status, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Zions will not tolerate discrimination or harassment based on any of these characteristics. Zions encourages applicants of all ages. It is Zions' policy not to discriminate because of a person's relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran. Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7628. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact. Click here -to view applicable Federal, State and/or local employment law posters. My ProfileCreate and manage profiles for future opportunities.California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC

Keywords: California Bank & Trust, Los Angeles , Treasury Management Sales Associate - Remote - Must Live in CA, Accounting, Auditing , Los Angeles, California