Global Treasury Management Sales Analyst

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. 

At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!

 THE OPPORTUNITY

The Global Treasury Management Sales Analyst (SA) is a key contact for Global Treasury Management clients. The SA will serve as the primary back-up to Treasury Management Bankers and assist with the selling of global treasury management solutions and the management of the overall sales process within the targeted coverage sector. The SA is responsible for gathering, analyzing, and preparing necessary client information to support revenue generating activities. The SA assists TM Bankers in prospecting, cross-selling, compiling, and analyzing pricing and engaging in the preparation of presentation materials. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

HOW YOU’LL MAKE A DIFFERENCE

• Partner with TM Bankers, Relationship Managers, Foreign Exchange, and Trade partners to execute on a strategic plan for the assigned market to achieve the Bank’s deposit and non-interest income goals.
• Assist TM Bankers in relationship planning and researching clients and prospects.
• Assist with client call and pitch preparation by creating pricing proposals, relationship review materials, account structures, RFP responses, proformas, and cost-benefit analysis projects.
• Recommend changes and improvements to a client’s cash management structure to resolve gaps or expand the relationship. 
• Initiate implementation requests for new business, including completing enrollment forms and agreements with clients.
• Maintain accurate sales pipeline and ensure key relationship systems are kept current.
• Utilize industry research tools, benchmarking, peer results and new / enhanced treasury management products to develop strategies and identify sales opportunities.
• Join weekly implementation calls for complex/ongoing implementations.
• Organize, manage, and execute special projects such as reporting and portfolio analysis.
• Identify opportunities for process improvements.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

WHAT YOU’LL BRING

Required:

• 2+ years of relevant treasury management or financial services experience

• Highschool diploma or equivalent

• Creative and strategic thinker with excellent problem solving and organization skills
• Ability to exhibit professionalism and a positive attitude under pressure
• Superior oral and written communication skills
• Ability to handle multiple priorities, projects, and relationships simultaneously
• Ability to work independently yet collaborate cross-functionally in a team environment

Preferred:

• Bachelor’s degree or equivalent work experience
• Knowledge of corporate banking, cash management, and working capital
• Sales and relationship management skills and experience

HOW WE’LL SUPPORT YOU

• Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
• Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
• Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
• Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
• Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

SALARY RANGE

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.