Walnut Creek, CA8 days ago
The role includes preparing sales presentations, recommending appropriate treasury solutions, supporting implementation readiness, escalating client service or operational issues through appropriate channels, and maintaining complete and accurate records of client activity, proposals, approvals, and required documentation. Promptly escalate customer complaints, fraud concerns, operational issues, documentation deficiencies, exceptions, suspected policy violations, or other incidents to the Treasury Sales Manager and/or appropriate internal partners in accordance with Bank reporting and incident response procedures, and assist with timely follow-up and resolution.