Sales Officer Jobs in California
Sales Officer jobs in California are concentrated in financial services, commercial lending, insurance, and technology sales, with demand at every level from associate sales representatives to senior relationship managers. The largest hiring markets are Los Angeles, San Francisco, and San Diego, where institutions like Wells Fargo, Bank of America, and Salesforce maintain major California operations. The most sought-after specialties in the state include commercial banking sales, SaaS and enterprise software sales, and insurance product sales. See the openings below and apply to the ones that match your experience.
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SALES OFFICER III - TREASURY MANAGEMENT
WHAT IS THE OPPORTUNITY?
This position is responsible for the development and direct sale of treasury management products and services to new clients and the expansion of existing treasury management customer relationships. The incumbent will support business development activities of CNB line units and develop sales strategies to aggressively increase the sale and use of treasury management products and services for the designated customer and prospect base. Conduct customer/prospect needs analysis and develop proposed service solutions/sales presentations to assist businesses and organizations to make efficient use of cash. Coordinate sales efforts with relationship officers and team members in order to acquire new business and strengthen existing client relationships. Maintain current knowledge of all treasury management products and services offered.
WHAT WILL YOU DO?
- Uses proactive, consultative sales skills and strategies to identify needs and quantify service/product benefits of targeted clients and prospects within the assigned territory. Analyzes the requirements of the client/prospect and presents recommendations on applicable treasury management products/services that can assist the client with the management and efficient use of cash.
- Develops treasury management sales plans in conjunction with relationship managers, regional managers, banking office managers and line officers to support existing and develop new treasury management clients. Coordinates customer/prospect calling activities with relationship managers and serves as primary technical expert for all treasury management products and services.
- Fosters ongoing relationships with all line units within assigned territory by providing product/service information, attending officer meetings, conducting comprehensive training sessions and supporting the line unit's business development and client retention efforts.
- Coordinates and manages the preparation and presentation of treasury management client proposals. Responsible for completion and submission of client service agreements and ensures that all services are properly implemented.
- Meets regularly with existing customer base to expand existing business relationships by cross-selling additional treasury management/bank products and services. Responds to servicing requests as appropriate.
- Participates in the development of new services or modifications of existing services as requested. Participates in the development of marketing strategies and sales objectives that are consistent with overall division objectives. Maintains an awareness of market conditions and customer buying criteria and provides current information on industry trends and competitive practices that may be used in the development and/or delivery of treasury management services to the appropriate manager.
- Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
- Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
- Completes all special projects as requested.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Bachelor's Degree or equivalent
- Minimum 6 years of cash management sales experience in a financial services environment required.
- Minimum 3 years experience in managing/supporting medium to large account relationships required
Additional Qualifications
- Graduation from a four-year college or university with concentration in a discipline directly related to the duties of the position.
- Knowledge of sales techniques and principles to effectively market treasury management services.
- Strong written and verbal communications skills.
- Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify sales opportunities and formulate conclusions and recommended actions.
- Ability to set priorities, objectives and goals.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
About us
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
SALES OFFICER III - TREASURY MANAGEMENT
WHAT IS THE OPPORTUNITY?
This position is responsible for the development and direct sale of treasury management products and services to new clients and the expansion of existing treasury management customer relationships. The incumbent will support business development activities of CNB line units and develop sales strategies to aggressively increase the sale and use of treasury management products and services for the designated customer and prospect base. Conduct customer/prospect needs analysis and develop proposed service solutions/sales presentations to assist businesses and organizations to make efficient use of cash. Coordinate sales efforts with relationship officers and team members in order to acquire new business and strengthen existing client relationships. Maintain current knowledge of all treasury management products and services offered.
WHAT WILL YOU DO?
- Uses proactive, consultative sales skills and strategies to identify needs and quantify service/product benefits of targeted clients and prospects within the assigned territory. Analyzes the requirements of the client/prospect and presents recommendations on applicable treasury management products/services that can assist the client with the management and efficient use of cash.
- Develops treasury management sales plans in conjunction with relationship managers, regional managers, banking office managers and line officers to support existing and develop new treasury management clients. Coordinates customer/prospect calling activities with relationship managers and serves as primary technical expert for all treasury management products and services.
- Fosters ongoing relationships with all line units within assigned territory by providing product/service information, attending officer meetings, conducting comprehensive training sessions and supporting the line unit's business development and client retention efforts.
- Coordinates and manages the preparation and presentation of treasury management client proposals. Responsible for completion and submission of client service agreements and ensures that all services are properly implemented.
- Meets regularly with existing customer base to expand existing business relationships by cross-selling additional treasury management/bank products and services. Responds to servicing requests as appropriate.
- Participates in the development of new services or modifications of existing services as requested. Participates in the development of marketing strategies and sales objectives that are consistent with overall division objectives. Maintains an awareness of market conditions and customer buying criteria and provides current information on industry trends and competitive practices that may be used in the development and/or delivery of treasury management services to the appropriate manager.
- Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
- Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
- Completes all special projects as requested.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Bachelor's Degree or equivalent
- Minimum 6 years of cash management sales experience in a financial services environment required.
- Minimum 3 years experience in managing/supporting medium to large account relationships required
Additional Qualifications
- Graduation from a four-year college or university with concentration in a discipline directly related to the duties of the position.
- Knowledge of sales techniques and principles to effectively market treasury management services.
- Strong written and verbal communications skills.
- Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify sales opportunities and formulate conclusions and recommended actions.
- Ability to set priorities, objectives and goals.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
About us
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
See All 113+ Sales Officer Jobs in California
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Find Sales Officer JobsSales Officer Jobs by City in California
Where California roles are concentrated, by current openings.
Sales Officer Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- Citi10
- Caliber Collision8
- Anywhere Real Estate7
- Crack IT Chiropractic Ne7
- First American6
Top Industries Hiring
- Banking & Financial Services33
- Construction & Real Estate25
- Technology & Software15
- Investment & Asset Management13
- Insurance12
What California Employers Look For
The qualifications that appear most often in sales officer jobs across California.
- Bachelor's degree in business, finance, marketing, or a closely related field
- Demonstrated ability to meet or exceed revenue and client acquisition targets
- Experience managing a sales pipeline and using CRM platforms such as Salesforce
- Strong knowledge of the California market and relevant industry regulations
- Proven ability to build and maintain long-term client relationships
- Excellent written and verbal communication skills for presenting to business clients
Sales Officer Jobs in California: Frequently Asked Questions
How do you become a sales officer in California?
Most California employers require a bachelor's degree in business, finance, or marketing, followed by experience in a sales or client-facing role. For positions involving securities products, candidates must pass FINRA-administered exams such as the Series 6 or Series 7, overseen through a registered broker-dealer. Insurance sales officers need a California Department of Insurance license in the relevant line of authority. Entry typically begins in a sales associate or account executive role before advancing.
Which companies hire sales officers in California?
Companies currently hiring sales officers in California include Citi, Caliber Collision, and Anywhere Real Estate, per current listings on Migrate Mate as of September 2026. California's concentration of major banks, insurance carriers, and technology firms means openings appear consistently across the financial services and enterprise software sectors.
Which California cities have the most sales officer jobs?
Los Angeles, Irvine, and San Francisco have the most sales officer openings in California. Los Angeles and San Francisco lead because of their dense concentrations of regional bank headquarters, insurance company offices, and technology firms with enterprise sales teams, while San Diego draws openings through its strong biotech, defense, and commercial lending sectors.
Are there remote sales officer jobs in California?
Yes, and they are more common than in many sales roles, particularly for enterprise software and inside sales positions. About 5% of sales officer openings tied to California are remote or hybrid as of September 2026, reflecting the technology sector's flexibility. Roles tied to commercial lending, retail banking, or in-person client relationship management tend to remain on-site.
How can I get hired as a sales officer in California with little or no experience?
The most realistic entry path is through a sales development representative or banking associate role at a California financial institution or technology company. Large California employers such as Wells Fargo and regional credit unions run structured training programs for entry-level candidates, and many SaaS companies in the Bay Area actively hire new graduates into inside sales pipelines. Earning a California Department of Insurance license in life or property and casualty gives candidates a concrete credential that accelerates hiring in insurance sales officer roles.
Where can I find and apply to sales officer jobs in California?
You can find and apply to sales officer jobs in California on Migrate Mate, which lists current California openings updated regularly. Search for roles that match your experience level and location, then apply directly to the positions that fit.
See All 113+ Sales Officer Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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