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Treasury Management Sales Associate

$60k - $85k

California Bank & Trust

Treasury Management Sales Associate

Nevada State Bank, a division of Zions Bancorporation, N.A., was founded on Dec. 9, 1959 by 12 businessmen full of Nevada's pioneering spirit. As a full-service bank, we offer a complete range of consumer, private, and business banking services. Our colleagues regularly volunteer in their communities and have been dedicated to helping make Nevada a better place to live for more than 60 years. By embracing the bank's Core Values of extraordinary service, adaptability, teamwork, communication, development, accountability, community, and respectwe have built a culture of service and engagement. NSB has a commitment to career development through tuition reimbursement and continuous learning opportunities, in addition to other competitive benefit offerings. We offer medical benefits on day one, 401k matching, and paid holidays. With a strong belief in diversity, equity, and inclusion, NSB offers several colleague-led diversity forums with the intent to ensure representation and cultural sharing among our colleagues. At Nevada State Bank, we truly believe that it matters WHO you work with.

We are seeking a dynamic and client-focused Treasury Management Sales Associate to join our team. This role is responsible for supporting the Treasury Management Sales Consultant in expanding and managing treasury relationships, delivering tailored solutions, and ensuring exceptional client satisfaction. The ideal candidate will have experience servicing client accounts and act as a strategic partner to our clients, identifying opportunities to deepen relationships and drive growth across our suite of treasury products and services. Position is located at our corporate office in Las Vegas and is fully in office 5 days.

Essential Functions:

  • Serve as a key point of contact for a portfolio of high-value, complex Treasury Management clients, providing expert servicing and support.
  • Act as a liaison between clients, Sales Consultants, and the implementation team to ensure a seamless onboarding and implementation process.
  • Provide backup support for Sales Consultants, including participating in joint sales calls with Sales Consultants and Relationship Managers.
  • Ensure timely and effective resolution of client issues, including coordination with internal teams and escalation when necessary.
  • Collaborate with bankers, product teams, and management to address client concerns and deliver seamless service.
  • Identify cross-sell opportunities and partner with internal stakeholders to expand client engagement across the bank's most complex offerings.
  • Maintain a high level of client satisfaction through proactive communication, problem-solving, and value-added service.
  • Perform other duties as assigned to support the Treasury Management team and broader organizational goals.

Qualifications:

  • Typically requires a Bachelor's and 2+ years experience with treasury management products, bank products, sales, customer service or other directly related experience. Equivalent experience and education may meet requirements.
  • Proven experience in banking, treasury/cash management, product sales, and relationship management.
  • Understanding of treasury management products, banking operations, and regulatory requirements.
  • Demonstrates exceptional analytical and problem-solving abilities to synthesize complex information into actionable insights
  • Strong sales acumen and relationship management skills, with a client-first mindset.
  • Excellent communication skills, both verbal and written, with the ability to influence and resolve issues effectively.
  • Highly organized with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Detail-oriented and committed to delivering high-quality work.
  • Proficiency in Microsoft Office (Excel, PowerPoint, Word) with the ability to integrate AI tools (CoPilot, Gemini) to drive efficiency and analysis.

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 13 Paid Holidays, (includes Nevada Day & Family Day)
  • 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

Pay range (depending on experience): $60,000 - $85,000/Annual base salary

California Bank & Trust
Vacancy posted 2 days ago
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