Treasury Management Sales Consultant - Los Angeles, Pasadena or Riverside, CA

Treasury Management Sales Consultant

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.
• Review 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.
• Expert knowledge of banking, treasury management, banking/treasury products, and procedures.
• Expert working knowledge of applicable regulatory requirements.
• Excellent 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.
• Excellent attention to detail.
• Working knowledge of PCs and MS Office products.
• Ability to lead, train and mentor lower-level staff.

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

This position is eligible to earn a base salary in the range of $168,000 - $205,000 annually depending on job-related factors such as level of experience.