California Bank & Trust · 15 hours ago
Senior Treasury Management Sales Consultant
San Francisco, CA
Full-time
Onsite
Senior Level
$148K/yr - $225K/yr
6+ years expCalifornia Bank & Trust is a California-focused financial services company dedicated to serving its communities, families, and businesses. They are seeking a Senior Treasury Management Sales Consultant to lead consultative sales efforts, identify opportunities for tailored treasury solutions, and build long-term relationships with commercial clients.
AssociationFinancial Services
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
Qualification
Required
Bachelor's degree in Business, Finance, or related field, with 6+ years of experience in treasury management, commercial banking, or financial services sales
Proven track record of success in consultative sales, revenue generation, and client relationship growth
Deep understanding of treasury products including payables, receivables, liquidity management, fraud prevention, and digital platforms
Strong communication, negotiation, and problem-solving skills
A proactive, goal-oriented mindset with a passion for helping clients succeed
A proactive, client-first mindset and a passion for building long-term partnerships
Benefits
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
Company
California Bank & Trust
California Bank & Trust has banks throughout California that specialize in commercial banking, business banking and small business banking.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Ellingsen
Chief Executive Officer
Chikako Tyler
Executive Vice President, Chief Financial Officer
Recent News
2026-01-23
legacy.thefly.com
2026-01-21
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