What are the responsibilities and job description for the Treasury Management Sales Officer position at City National Bank?
Treasury Management Sales Officer
| Job ID | 2024-5240 | Category | Treasury Services | 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:
- 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.
Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.
- 10 years of experience in sales of treasury management products within financial services industry.
- 10 years of product knowledge, sales processes, and vendor interaction.
- Influencing - Subject Matter Expertise - Technical knowledge of products and ability to effectively influence obtaining agreement with recommendations
- Conceptual Thinking - Identifies the critical and interdependencies among system elements that impact products and performance.
- Bachelor's Degree in Business, Finance, or Accounting.
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters provided by OFCCP here.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.com.
