City National Bank ยท 1 month ago
Sales Officer II - Treasury Management
Beverly Hills, CA
Full-time
Onsite
Mid, Senior Level
$87K/yr - $139K/yr
4+ years expCity National Bank is a financial services company that focuses on helping clients and communities flourish. The Sales Officer II - Treasury Management is responsible for developing and selling treasury management products and services, expanding client relationships, and coordinating sales strategies to enhance cash management for businesses.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
Preferred
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
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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