Senior Treasury Management Sales Consultant

Key Responsibilities

• 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. Ensure seamless onboarding and satisfaction, partnering with internal teams to deliver on commitments.
• 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 You Bring To The Table

• Bachelor’s degree in Business, Finance, or related field, with 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.

About Us

• Work in a relationship-centered culture where associates are provided with the tools, training, and opportunities to build the best possible relationships with clients and colleagues.
• 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.
• Colleague-focused workplace culture values each associate’s unique experiences, background, and perspectives.
• Active for 70 years, with more than 80 full-service branch offices across California.
• Banking products include medical, dental and vision insurance, life and disability insurance, paid parental leave and adoption assistance, health savings (HSA), flexible spending (FSA) and dependent care accounts, paid training, PTO, and 11 paid federal 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, and employee ambassador preferred.

Pay

• Base salary of $139,000 - $225,000 annually depending on job-related factors such as level of experience and location.

Schedule

• Based in San Francisco Main or Walnut Creek office.