Treasury Management Sales Consultant - Los Angeles, CA

Company: California Bank & Trust
Location: Los Angeles
Posted on: November 20, 2023

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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