Treasury Management Sales Support Officer III

City National Corporation Beverly Hills , CA 90209

Posted 4 months ago

This position provides comprehensive support and backup to the TM Sales Officer in all areas of the sales cycle and post-sales implementation process within an assigned sales territory. Support includes business development activities, treasury management sales, and request for services, marketing activities and implementation. This position as it relates to implementation includes "owning" the request for new product set up, ensuring products are properly set up in accordance with published service level agreements, providing technical support to clients concerning product usage and functionality and ensuring client satisfaction.

Basic Qualifications

  • *Minimum 3 years experience in banking operations and cash management/treasury management processes required.
  • *Minimum 3 years experience working in a financial services environment required.
  • *Minimum 2 years experience working with Microsoft Office software, including menu driven work processing, spreadsheet, database, and information reporting software required.

Skills and Knowledge

  • Preferred degree from a four year college or university with concentration in a discipline directly related to the financial services industry or equivalent job experience.

  • Sufficient experience in the banking industry showing an understanding of basic banking operations and cash management processes.

  • Strong written and verbal communications skills.

  • Ability to gather, arranges, compile, interpret, analyze, summarize and evaluate information and data to formulate conclusions and recommended actions.

  • Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.

City National Bank is an Equal Opportunity Employer -- Minorities/Females/Individuals with Disabilities/Veterans.

Note: This 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.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.

Equal Opportunity Empl


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Lead Sales Officer Treasury Management

City National Corporation

Posted 2 weeks ago

VIEW JOBS 8/6/2019 12:00:00 AM 2019-11-04T00:00 This position will lead a small team of Sales Officers and manages/supports the largest and most complex commercial account relationships (supporting Entertainment division). 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. Demonstrates extensive understanding of accounting principles, financial concepts, payment processing and commercial banking operations. 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. Maintain current knowledge of all treasury management products and services offered. Basic Qualifications: * *Bachelor's degree required. * *Minimum 7 years of cash management /treasury mgmt sales experience in a financial services environment required. * *Minimum 4 years experience in managing/supporting medium to large account relationships required. Skills and Knowledge: * Supervisory experience preferred. * Proficient in the use of host and PC based software applications. * Comprehensive understanding of the principles and practices associated with the analysis of business operations and depository activities. * Knowledge of the practices and regulations that govern the banking industry and the implications of federal, state and local regulations affecting treasury management activities preferred. * Responsible and accountable for appropriate quality controls related to the financial products we provide, the services we deliver, the processes we employ, and the incentives with which we reward our colleagues. * Ensure that all City National products, financial solutions and services are provided ethically and with integrity in a manner that is consistent with the client-first culture and values embodied in City National's PRIDE statement #ca-ln #LI-LN1 #gd-ln * Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications. Equal Opportunity/Affirmative Action Employer, M/F/D/V Note: This 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. Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed. Equal Opportunity Empl City National Corporation Beverly Hills CA

Treasury Management Sales Support Officer III

City National Corporation