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Treasury Management Sales Consultant - Los Angeles, CA

California Bank & Trust
054933 Requisition #

California Bank and Trust, a leader amongst banks in California, with over $10 billion in assets and nearly 100 branch offices in the state, is looking for a Treasury Management Sales Consultant.


 At California Bank & Trust our relationship-centered culture is achieved by providing our associates with the tools, training, and opportunities to build the best possible relationships with our customers, and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all associates to grow and thrive. 


Job Requirements:


  • 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 2+ 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.
  • Working knowledge of banking, treasury management, banking/treasury products and procedures.
  • Working knowledge of applicable regulatory requirements.
  • Solid sales, client product and relationship management skills.
  • Solid 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.

To review our Benefits Summary click here.


Zions Bancorporation and its affiliates and divisions (“Zions”) is an equal opportunity employer which prohibits all forms of discrimination and harassment. Zions is committed to the principle of equal employment opportunity for all employees and employment candidates and to providing a work environment free of discrimination and harassment. All employment decisions at Zions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, ethnicity, sex, sexual orientation, gender identification, age, national origin, pregnancy, veteran status, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Zions will not tolerate discrimination or harassment based on any of these characteristics. Zions encourages applicants of all ages.


It is Zions’ 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 801/844-7628.  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 our EEO Statement.


Click here to view applicable Federal, State and/or local employment law posters.

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