Treasury Management Sales Consultant - Los Angeles, CA
Company: California Bank & Trust
Location: Los Angeles
Posted on: November 20, 2023
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Job Description:
Treasury Management Sales Consultant - Los Angeles, CA 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.
Requires a Bachelor's in business, finance or related field and
some banking, treasury/cash management, product sales, relationship
management, lending or other directly related experience. A
combination of education and experience may meet job
requirements.Basic knowledge of banking, treasury management,
banking/treasury products and procedures. Knowledge of applicable
regulatory requirements. Good sales, client product and
relationship management skills. Good 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. Zions Bancorporation, National Association
prohibits illegal discrimination and reaffirms its policy of
providing Equal Employment Opportunity (EEO), by extending equal
employment and advancement opportunities to all employees and
applicants for employment, without regard to race, color, religion,
age (40 and over), sex, pregnancy, gender, disability, national
origin, ethnic background, citizenship, protected veteran status,
military service, sexual orientation, gender identity, genetic
information or any other characteristic protected by applicable
federal, state or local law. It is the Company's 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 801/844-7618. 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
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Keywords: California Bank & Trust, Los Angeles , Treasury Management Sales Consultant - Los Angeles, CA, Executive , Los Angeles, California
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