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Job ID | 2024-5032 | Category | Orlando/Tampa | Type | Full-Time | Workplace policy | Full Time In Office |
Support Relationship Officers in the task of identifying new Treasury Management revenue sources and supporting the retention of existing clients. Responsible for meeting or exceeding assigned sales and retention goals. Sells Treasury Management Services, provides company analysis, and technical support in the Treasury Management department. May participate in the supervision of Treasury Management Coordinators.
Principal Duties & Responsibilities:
* Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. * Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals. * Generates new Treasury Management revenue sources. * Resolves treasury management operational problems requiring identification of cause and implementation of corrective action with Treasury Management staff or other departments. * Conducts on-site sales and service meetings with complex Treasury Management clients for identification and integration of multiple services. * Acts as a consultant to prospects, clients, and officers to develop and implement Treasury Management systems. * Prepares and negotiates complex Treasury Management service proposals. * Independently completes agreements and correspondence with clients. * Organizes and conducts training sessions for calling clients. * Participates in the development of marketing and training materials. * Develops and maintains an in-depth understanding of the Treasury Management products offered by the Bank and the processes for delivering these services.
Bachelor's Degree in Business, Finance, or Accounting.
Full Time
Banking
$272k-365k (estimate)
04/19/2023
08/23/2024
cnb.com
LOS ANGELES, CA
3,000 - 7,500
1968
KELLY COFFEY
$1B - $3B
Banking
With $70.3 billion in assets, City National Bank provides banking, investment and trust services through locations in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis, Washington, D.C. and Miami*. In addition, the company and its investment affiliates manage or administer $81.3 billion in client investment assets. City National is a subsidiary of Royal Bank of Canada (RBC), one of North Americas leading diversified financial services companies. RBC serves more than 17 million personal, business, public sector and institutional clients thro...ugh offices in Canada, the United States and 34 other countries. For more information about City National, visit the companys website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank. Copyright 2021 City National Bank, CNB Member FDIC | All Rights Reserved Equal Housing Lender | NMLSR ID# 536994
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