Senior Treasury Management Sales Consultant - San Diego, CA

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.
• Reviews sales, service and implementation processes to recommend process efficiencies.

Qualifications

• Requires a Bachelor's in business, finance or related field and 8+ yrs 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.
• Employs advanced knowledge as a generalist or specialist of banking, treasury management, banking/treasury products and procedures.
• Advanced working knowledge of applicable regulatory requirements.
• Strong sales, client product and relationship management skills.
• Excellent influence, problem resolution, customer service and communication skills, both verbal and written.
• Ability to effectively multitask, complete assignments and meet deadlines.
• Strong 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 Paternal 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
• 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
• Employee Ambassador preferred banking products

Pay

The position is eligible to earn a base salary in the range of $165,000 - $200,000 annually depending on job-related factors such as level of experience.