Expired job

Just missed a job?

Sign up and never miss an opportunity again!

Treasury Management Sales Officer job

Citizens Business Bank jobs

Company

Company Description

Citizens Business Bank is a bank that provides banking, lending, trust, and investment services for small to medium-sized businesses and individuals. The firm offers commercial lending, equipment & vehicle leasing, online banking, data management, estate planning, term lending, fraud prevention, and wealth management services. Citizens Business Bank operates in two business segments: Business Financial & Commercial banking center and Dairy, livestock & Agribusiness. The bank has been creating long-term banking relationships by focusing on its customers and achieving more for their business, employees, and communities. George A. Borba Sr. founded Citizens Business Bank in 1974, and its headquarter is based in Ontario, Canada. The bank provides competitive salary packages, paid vacations, and other perks to its employees.

Job Description

Summary

A Treasury Management Sales Officer will generate fee income by providing skilled and knowledgeable assistance to clients seeking or needing treasury management solutions. This will be accomplished by preparing presentations and proformas, conducting demonstrations and selling those solutions to the client; then collecting the appropriate documentation to support the implementation of that service.

The Sales officer is also responsible for training (non-treasury management) internal business unit personnel so they are able to recognize treasury management opportunities.

Essential Duties and Responsibilities include the following:

  • Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
  • Review, analyze and understand clients’ treasury management needs.Conduct demonstrations as needed.Complete professional presentations and accurate proformas designed to educate the client of all appropriate treasury management solutions.
  • Maintain sufficient knowledge of all treasury management products and services to educate and sell services to clients within assigned territory.
  • Manage calling schedule, complete pre-planning tasks as needed to maintain effective support of clients and business units in assigned territory.
  • Provide professional telephone support as needed to treasury management clients and prospects.
  • Achieve and exceed assigned goals and objectives with professionalism and skill.
  • Submit appropriate documentation to identify client needs to all involved in the implementation process.
  • Conduct training session regularly to ensure non-treasury management personnel within the assigned territory are able to recognize treasury management opportunities.
  • Create an environment of trust with business unit partners and operational unit partners so they call you to discuss treasury management opportunities with their clients and trust you will sell and document appropriately.
  • Understand the risk associated with all treasury management products and services and work with risk managers and lenders to ensure all risks are identified and mitigated.
  • Be an integral part of the team and make a positive contribution to the department’s and bank’s success.
  • Adhere to bank service level agreements, policies and regulations.
  • Provide, present and promote The Citizens Experience to all external and internal customers.
  • Other duties as assigned by Treasury Management Sales Manager or above.
  • Supervisory Responsibilities

    This job has no supervisory responsibilities.

    Competencies

    No competency or factor selected.

    Qualifications

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Education and/or Experience

    Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.

    Language Skills

    Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

    Mathematical Skills

    Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

    Reasoning Ability

    Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

    Computer Skills

    To perform this job successfully, an individual should have knowledge of Database software; Excel Spreadsheet software Word Processing software.

    Certificates, Licenses, Registrations

    Current driver’s license and auto insurance.

    Other Qualifications

    Ability to drive 75% of the time.

    Physical Demands

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this Job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk; sit; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds.

    Work Environment

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this Job, the employee is occasionally exposed to wet and/or humid conditions and outside weather conditions.

    Citizens Business Bank

    Type

    Company - Public

    Size

    Medium

    Revenue

    $100M to $500M

    Location

    Pasadena, CA, and others

    Industry

    Banking/Mortgage

    Founded

    1974

    CEO

    Christopher D. Myers

    Job Filters

    FILTER JOBS
    AML System OfficerCitizens Business BankRancho Cucamonga, CA
    GENERAL PURPOSE OF THE JOB The AML System Officer reports to the BSA Compliance Manager of the subject of the Bank Secrecy Act and the Office of Foreign Assets Control (OFAC) and the respective requirements pertaining to administering the Bank’s BSA...Read more
    Relationship ManagerCitizens Business BankOntario, CA
    #1 BANK in the COUNTRY - 3 years running! The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. LEAD PORTFOLIO...Read more
    Credit AnalystCitizens Business BankOntario, CA
    Credit Analyst - Ontario Summary The role of the Credit Analyst is to provide basic credit analysis in support of the lending function across the Bank including, but not limited to, (i) spreading of financial statements, (ii) tax analysis, (iii) compliance...Read more
    Credit AdministratorCitizens Business BankBurbank, CA
    Credit Administrator (Burbank/Ontario) ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Provide, present and promote The Citizens...Read more
    Assistant Vice President - Portfolio OfficerCitizens Business BankBurbank, CA
    CITIZENS BUSINESS BANK - The #1 MOST Successful California-Founded Bank in History! Ultra High Net Worth Clientele As a Portfolio Officer you will--- Be responsible for providing administrative and clerical duties to support to officers and customers...Read more

    Closed Job Filters

    FILTER JOBS
    Portfolio ManagerCitizens Business BankChino, CA
    Summary Makes and services a wide variety of secured and unsecured loans or lines of credit, most of which involve large amounts of money and important customers. The Portfolio Manager is responsibleRead more
    SVP, Asset Based Lending ManagerCitizens Business BankOntario, CA
    Joining Citizens Business Bank means connecting with a team of dedicated associates that continually strive for new and innovative ways to meet and exceed the needs of our customers. As a top rankedRead more
    Merchant Service RepresentativeCitizens Business BankPomona, CA
    Joining Citizens Business Bank means connecting with a team of dedicated associates that continually strive for new and innovative ways to meet and exceed the needs of our customers. As a top rankedRead more
    Service Representative IICitizens Business BankManhattan Beach, CA
    SUMMARY Provides prompt, efficient, and friendly service. Responsible for any combination of the following transactions: check cashing; deposits; withdrawals; consumer, real estate, and commercialRead more
    Bankcard Operations AssistantCitizens Business BankRancho Cucamonga, CA
    Summary The Bankcard Operations Assistant is responsible for providing sales support and pricing analysis to the Centers for existing and prospective merchants, opening and maintaining new accounts,Read more
    Similar jobs in the area
    Treasury Management Officer - GovernmentJPMorgan Chase Bank, N.A.Los Angeles, CA
    Possesses a minimum of 7+ years of cash management , sales and relationship management experience. B.A./B.S in Accounting/Finance preferred or equivalent…Read more
    Location: United States of America (Remote) HTLF is a diversified financial services company headquartered in Dubuque, Iowa. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency and...Read more
    The Treasury Director leads all activities relating to Cash Management, Bank Account Administration, and Accounts Payable/Receivable within the Treasury Department. Job Description: Administer and maintain bank account structure, including requisite bank...Read more
    Director of TreasuryHenderson Harbour GroupLos Angeles, CA
    A well-known Bank is looking for a Director of Treasury to join their team! You will be responsible for establishing, implementing, and maintaining the Company’s Treasury process, strategy and policy to complement business operations and initiatives. You...Read more
    gig jobs
    Merchandiser - Start at $18/Hour - Excellent BenefitsReyes Beer Division - Santa Fe Springs, CA - MerchandiserLos Angeles Metro Area, CA
    REYES BEER DIVISION IS NOW HIRING Merchandisers in Santa Fe Springs, CA Medical, Dental, Vision Our Default Plan is Free to our Employees, their Spouses, and their Kids! Mileage Reimbursement & Car Allowance Earn $18/Hour, $18.50/Hour After 6 Months, $1...Read more
    Company Summary: MGA Entertainment, a consumer entertainment Products Company headquartered in Chatsworth, California, manufactures innovative lines of proprietary products for the toy and consumer electronics market. The company also licenses its IP in...Read more
    gig jobs
    Delivery Driver – DPS1 El Monte, CA (Starting Pay $16.50/hr+) - Amazon Delivery Service Partners Shifts: Morning, afternoon, weekday and/or weekend Location: DPS1 - El Monte - 4187 Temple City Boulevard, El Monte, CA Compensation: Starting pay $16.50/hr...Read more
    Welcome to sbe! A global tribe of individuals, partners and progressives, devoted to creating extraordinary experiences for our community throughout our proprietary brands - we are sbe. Visionaries at the forefront of hospitality, cuisine, design...Read more
    Treasury ManagerSBEEG Holdings Company LLCBeverly Hills, CA
    Welcome to sbe! A global tribe of individuals, partners and progressives, devoted to creating extraordinary experiences for our community throughout our proprietary brands - we are sbe. Visionaries at the forefront of hospitality, cuisine, design...Read more
    Welcome to sbe! A global tribe of individuals, partners and progressives, devoted to creating extraordinary experiences for our community throughout our proprietary brands - we are sbe. Visionaries at the forefront of hospitality, cuisine, design...Read more
    ** 9 time INC 500/5000, 9 time BBJ "Pacesetter ", 5 time SIA-fastest growing** ___________________________________________________________ Kashif Meraj | TalentBurst, Inc. Boston | San Francisco | Miami | Milwaukee | Toronto | New Delhi | Bangalore Work...Read more
    JOB PURPOSE Responsible for providing a consultative approach to large, more sophisticated business clients with complex treasury needs. Responsible for developing new treasury management business, expanding business relationships, including handling high...Read more
    Show more jobs
    500+ more jobs

    Similar jobs

    Assist Treasury Services Management with the development, implementation, enhancement and support of risk/fraud analysis and prevention for debit and credit cards and support of other Treasury Management products as needed. Act as a liaison between T Risk...Read more
    Essential Job Results. Reporting to the Chief Financial Officer, the Director will serve as a key financial advisor to senior management and provide day-to-day leadership for corporate treasury activities to achieve the organizations risk management...Read more
    A consumer electronics company is in need of a Remote Treasury Director. Individual must be able to fulfill the following responsibilities: Manage global treasury operations including global cash management, credit and investment policies, procedures and...Read more
    Senior Treasury Manager From accounting and financial planning to risk/fraud analysis and payments, our Finance team ensures not only our company's financial security, but also that our customers can buy from us with confidence. Why this job's a big deal...Read more
    ?As a Commercial Bank Treasury Management Officer, you will focus primarily on generating new business from prospective Commercial & Industrial (C&I) clients while growing existing revenue from the market. You will work closely with an established te...Read more
    DIRECTOR OF AUDIT-BANKINGWHAT IS THE OPPORTUNITY?The Director of Audit-Banking will support City National Bank's Internal Audit in providing independent, objective assurance over the design and operating effectiveness of the Bank's risk management...Read more
    Vice President of Treasury and InvestmentLoyola Marymount UniversityLos Angeles, CA
    Typically a Master’s Degree in Finance or Accounting or equivalent experience. Minimum 7 years experience in Treasury , investment analysis/management or other…Read more
    **MANAGER OF AUDIT I****WHAT IS THE OPPORTUNITY?**The Audit Manager I position is a leadership role as an auditor-in-charge to guide a team of auditors to assess risks, develop detail audit programs, identify data analytic opportunities, execute audit...Read more
    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? Would you like to work for a company that is ranked Top 20 on the Forbes Best Banks in America 2021 list? If yes, come join our team!At Cathay Bank - we strive...Read more
    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? Would you like to work for a company that is ranked Top 20 on the Forbes Best Banks in America 2021 list? If yes, come join our team! At Cathay Bank - we strive...Read more