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Treasury Services Sales Coordinator

Postuler REF: 047425
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

Responsible for assisting the Treasury Solution Consultant with sales related activities, the retention of existing customers, and the development of new business

Essential Job Functions

  • Creates and provides initial pricing proformas for new business related opportunities in conjunction with Sales Consultants.
  • Prepares client facing documentation for the setup of Treasury Solutions products and services.
  • Follows up with clients on documentation to ensure proper, accurate and timely completion of documentation.
  • Provides guidance and instruction as necessary.
  • Creates and submits requests and submissions to kick off implementation of new business.
  • Routes client documentation to the implementation (or other appropriate internal team) for execution within standard timeframes established within the Treasury Solutions Department to ensure a seamless client onboarding experience.
  • Assists in preparation of proposals, presentations, pro-forma and other needed analysis to help the sales consultant capture the sale.
  • Assists with completion of Relationship Reviews by providing account structures, user verification, services by accounts and other relevant account information.
  • Assists sales consultant with pre-call planning including researching prospects and preparing Treasury Solutions proposals in conjunction with them.
  • Form strong bond and relationship with Treasury Solution Consultants so they are in lock-step with supporting new business and all client related activities.

Other Job Duties

  • Serves as a secondary contact for client within the treasury solution team.
  • Performs other duties as assigned.

Required Experience

  • Requires 5 years minimum experience in banking; cash management experience preferred
  • Experience in presenting to clients
  • Demonstrated success in a customer service environment
  • Detailed oriented and ability to follow-up and follow through
  • Excellent verbal and written communication skills
  • Self-motivated and ability to participate effectively in a highly collaborative work environment
  • Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong professional relationships
Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Primary Location: United States-California-City of IndustryJob Type: Full-timeJob: Sales and Sales Related