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Treasury Management Associate
Zions Bancorporation
Irvine, CA, United States
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Description
Treasury Management Associate - Irvine
California Bank and Trust, a division of ZB NA, is a leader amongst banks in California with over $10 billion in assets and nearly 100 branch offices in the state, is currently seeking a Treasury Management Associate to identify new sales and expansion opportunities for commercial clients. California Bank & Trust prides itself on creating California’s best banking relationships and to do this we must continue to build a team of intelligent contributors who can add value to our clients’ businesses and build deep roots in the communities we serve.
Job Duties:
• Works with assigned Treasury Management Officers (TMO)s within a geographical, industry or business segment to identify new sales and expansion opportunities by applying knowledge of treasury management solutions.
• Responsible to communicate with clients as appropriate to assist TMOs with satisfying client requests. Assists TMOs with the preparation of sales material, client presentations, Request for Proposals and client documentation.
• Occasionally conducts meetings with or without the assistance of TMOs including conducting sales presentations and product demonstrations.
• Reviews and analyzes client statements and interview information to prepares client proposal pro-formas and proposals.
• Determines which client agreements and documents are required once complete.
• Follows up and oversees the implementation, training process and resolution of customer issues to ensure completion to the client's satisfaction.
• Provides support as client’s transition through the sales and fulfillment process including their hand off to Training and Implementation staff while overseeing client satisfaction throughout the process.
• Other duties as assigned.
Qualifications
• Requires a Bachelor's degree in business or a related field plus 4+ years of experience in business administration, sales, sales support, customer service, treasury management or a similar field. A combination of education and experience may meet requirements.
• Advanced knowledge of bank and/or treasury products and services.
• Excellent customer service and support skills. Ability to review and analyze client information.
• Excellent problem resolution, interpersonal and communication skills, both verbal and written.
• Ability to train clients on products.
• Solid sales skills
• Strong computer skills including Microsoft Office.
Benefits:
• Health/ Dental /Vision plan
• 401 k plan with up to 5 % matching – no waiting period for new employees
• Competitive pay commensurate with experience
• Promotional Opportunities
• Stable Employer
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