City National Bank · 2 months ago
Sales Support Officer Senior - (TMSSO)
Beverly Hills, CA
Full-time
Onsite
Senior Level
$34.55/hr - $55.19/hr
6+ years expCity National Bank is a subsidiary of Royal Bank of Canada, founded in 1954, focusing on helping clients and communities flourish. The Sales Support Officer Senior provides comprehensive support to the Treasury Management Sales Officer, including business development, marketing activities, and implementation oversight to ensure client satisfaction.
BankingFinanceFinancial Services
Responsibilities
Assists the treasury management sales officer (TMSO) in the development and preparation of client proposals, marketing materials, pricing proformas and requests for services. Adheres to all published turnaround time schedules
Distributes for signature and processes completed treasury management service documents and agreements based upon information obtained from the Treasury Management Sales Officer, line officer and/or client. Coordinates product testing and training for the client. Provides confirmation upon product setup
Assists both internal and external clients with product and implementation questions. Provides or coordinates technical support to clients concerning product usage and functionality. Responds or coordinates the response to customer requests regarding treasury management products/services. Acts as an escalation point of contact for both internal and external clients for the coordination of a treasury management service issue
Provides phone sales and onsite sales support, under the direction of the Treasury Management Sales Officer (TMSO), for the assigned territory for treasury management products and services. Activities generally include, but are not limited to, assessing client/prospect needs to recommend solutions designed to reduce client costs and/or client’s cash flow operations, and referring client/prospect to appropriate channels (e.g., Sales Officers, Client Services, Implementation, etc.). Assist assigned TMSO as backup for onsite sales calls as schedule permits
Attend treasury management sales and product meetings and contribute as appropriate. Supports sales objectives that are consistent with overall division objectives
Maintains positive relationships with all units within the bank by providing product/service information and supporting the line unit’s business development and client retention efforts
May attend regional/banking office meetings to present product/service information or conduct line officer training activities at the request of sales officer as schedule permits
Participates on special projects or task forces as requested
Maintains an awareness of market conditions and customer buying criteria and provides current information that may be used in the development and/or delivery of treasury management services to the appropriate manager
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.)
Qualification
Required
Minimum of 6 plus years of general banking experience or equivalent training
Minimum of 6 plus years of Microsoft Office Suite (Excel, PowerPoint, etc.)
Minimum of 6 plus years of Treasury Management and/or Commercial Card, Sales, Support or Operations experience
Preferred
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 treasury management processes
Strong written and verbal communications skills
Ability to gather, compile, analyze, interpret, summarize and evaluate information and data to formulate conclusions and recommended actions
Benefits
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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