Sales Officer II - Treasury Management at City National Bank
Sacramento, CA 94203
About the Job
SALES OFFICER II - 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 you will 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
Must-Have* Bachelor's Degree or equivalent Minimum 4 years of cash management sales experience in a financial services environment required
Minimum 2 years experience in managing/supporting medium to large account relationships required Skills and Knowledge 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, 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
Compensation Starting base salary: $87,027 - $138,965 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
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 drive phenomenal growth today
City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
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 you will 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
Must-Have* Bachelor's Degree or equivalent Minimum 4 years of cash management sales experience in a financial services environment required
Minimum 2 years experience in managing/supporting medium to large account relationships required Skills and Knowledge 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, 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
Compensation Starting base salary: $87,027 - $138,965 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
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 drive phenomenal growth today
City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
