Treasury Management Sales Manager

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.      

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank 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. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.   

We are looking for a Treasury Management Sales Manager in Los Angeles or San Diego, CA.

Essential Functions:

• Works under the Senior Treasury Sales Manager to manage Business Banking and Branch banking treasury management sales activities of the department, including the development of new non-borrowing treasury management business, expansion of existing business relationships and the servicing of clients.
• Functions as the liaison with the corporate treasury management group on all sales process rollouts.
• Will join in calling clients and will participate in client meetings 
• Responsible for business continuity plan 
• Monitors and plans sales strategies with relation to product profitability.
• Manages, motivates and coaches sales team to meet goals.

• Plans and schedules activities within the treasury management service area and coordinates these activities with other functional areas.
• Ensures that staff is adequately trained.
• Engages with other leaders throughout the organization 
• Maintains knowledge of bank products, regulatory requirements, and industry issues.
• Other duties as assigned.

Qualifications:

• Requires a Bachelor's degree in finance, business or a related field and 6+ years of treasury management processes, products and services, sales or other directly related experience, management experience required.
• Requires a considerable working knowledge of treasury management processes and services, cash management products, sales and servicing techniques.
• Must have strong analysis, communication, customer service and organizational skills.
• Ability to motivate and manage sales employees.
• Exhibits an exceptional degree of ingenuity, creativity and resourcefulness in decision making and problem solving.

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 $160,000 - $196,000 annually depending on job-related factors such as level of experience.