Home
/
Comprehensive
/
Sales Officer Senior- Treasury Management
Sales Officer Senior- Treasury Management-March 2024
Los Angeles
Mar 31, 2026
About Sales Officer Senior- Treasury Management

  SALES OFFICER SENIOR- 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.

  Treasury Management Solutions Division

  As a member of City National's Treasury Management Solutions group, you will make a difference by delivering integrated technology solutions to help clients more efficiently manage their businesses and working capital. This group drives and supports the bank's cash management products and services that won City National four of its 11 Greenwich Excellence Awards in 2018.

  What you will do

  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.

  Must-Have*

  Bachelor's Degree or equivalent experience

  Minimum 7 years of cash management sales experience in a financial services environment required.

  Minimum 4 years experience in managing/supporting medium to large account relationships required

  Skills and Knowledge

  Knowledge of sales techniques and principles to effectively market treasury management services.

  Strong written and verbal communications skills.

  Ability to gather, arranges, 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.

  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.

  Must have knowledge of card industry issues and competitive products/services.

  Demonstrates a strong understanding of accounting principles, financial concepts, payment processing and client accounting principles and operations.

  Comprehensive understanding of the principles and practices associated with the analysis of business operations, accounts payables, general ledger and associated systems and interfaces

  Compensation

  Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

  *To be considered for this position you must meet at least these basic qualifications

  The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

  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. Get an inside look at our Benefits and Perks (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf) .

  INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

  City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'

  ABOUT CITY NATIONAL

  We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to be at the heart of our company today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.

  #LI-MA

  #CA-MA

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Licensed Practical Nurse Urgent Care
Licensed Practical Nurse LPN AdventHealth Centra Care Shawnee Mission Top Reasons to work at AdventHealth Centra Care Commitment to whole-person care, giving you the opportunity to help heal people i
Line Cook - OMJ|CC
OhioMeansJobs|Cleveland-Cuyahoga County is sourcing for two Line Cook for a company in Cleveland 44113. Job Title: Line Cook   Essential Duties and Responsibilities: Preparation of high quality food
Crew Leader/Nursery worker- Lider de equipo/Trabajador de Vivero
One crew leader/nursery worker needed to supervise and coordinate agricultural workers, to harvest field nursery stock. Under the direction of farm management, assign tasks and monitor crop productio
Travel LTC job in Olympia, WA - Make $1153 - $1378/week (Job #2341088)
Aya Healthcare has an immediate opening for the following position: LTC CNA / Nurse Assistant in Olympia, WA.We'll work with you to build the healthcare career of your dreams. Whether you want a job
Gutter Installer
YEAR ROUND WORK! $$$$ TOP PERFORMERS MAKE $100k+ per year which is $1,800+ weekly! Do you pride yourself on working harder than the person next to you? Do you believe hard work, consistency and dedic
Civil Engineering
Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming
Weekend Registered Nurse
Weekend Registered Nurse Albuquerque, NM (http://maps.google.com/maps?q=6743+Academy+Rd.+NE+Albuquerque+NM+USA+87109) Description You Belong Here! Jet Health Inc. is looking for a Registered Nurse to
Staff Nurse - LPN, JJC Training School
Evening and Night Shifts Available Correctional Facility in Monroe NJ The Staff Nurse utilizes the nursing process to meet a variety of health care needs with ambulatory care as a primary focus Works
Retail Key Holder-SUGARLOAF MILLS
Retail Key Holder-SUGARLOAF MILLS Brand: Bath & Body Works Location: Lawrenceville, GA, US Location Type: On-site Job ID: 041L4 Job Area: Store: Sales and Support Associate Employment type: Part-
Certified Peer Recovery Supporter- OMJ|CC
OhioMeansJobs|Cleveland-Cuyahoga County is sourcing for a Certified Peer Recovery Supporter for Mental Health facility in Solon.   CERTIFIED PEER SUPPORTER - COMMUNITYReports To: Team Lead - Communit
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved