Senior Treasury Management Sales Consultant - Walnut Creek, Menlo Park or San Francisco, CA

Are you a results-driven Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We're seeking a high-performing sales consultant who thrives in a customer and partner driven environment that is motivated by helping clients optimize cash flow, drive operational efficiencies, and implement innovative payment solutions.

As a Senior Treasury Management Sales Consultant , you will lead with insight and influence-serving as a strategic advisor to commercial clients while driving revenue growth through thoughtful, solution-based selling. This is a high-impact role for someone who excels at identifying opportunities, building long-term relationships, and delivering measurable results.

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

Why You'll Love Working Here

This position is eligible to earn a base salary of $148,000 - $225,000 annually depending on job-related factors such as level of experience and location.

About Us

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.

Let's Build Something Great Together

Apply today and become a key player in shaping the treasury strategy for our most valued clients. Your expertise will drive clients to success and elevate your career.