Sales Support Officer Senior - (TMSSO) - City National Bank

SALES SUPPORT OFFICER SENIOR - (TMSSO) WHAT IS THE OPPORTUNITY? This position provides comprehensive support and backup to the Treasury Management Sales Officer in all areas of the sales cycle and post-sales implementation process within an assigned sales territory.
Support includes business development activities, marketing activities, preparing treasury management requests for services, implementation oversight and at times treasury management sales.
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, coordinating or providing technical support to clients concerning product usage and functionality and ensuring client satisfaction.
What you will do 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.).
Must-Have* 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 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 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.
Compensation Starting base salary: $34.55 - $55.19 per hour.
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.
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ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024.
Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C.
and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.
City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit cnb.com.
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged.
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 the laws or regulations in the locations where we operate or in our Code of Conduct.
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