Sales Officer Senior- Treasury Management (Miami, FL)

City National Bank • Miami, FL

131d • $100,267 - $170,764

About The Position

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.

Requirements

• Bachelor's Degree or equivalent.
• Minimum 7 years of cash management sales experience in a financial services environment required.
• Minimum 4 years experience in managing/supporting medium to large account relationships required.
• Bilingual proficiency (English/Spanish) required; role involves frequent interaction with Spanish-speaking clients.
• Knowledge of sales techniques and principles to effectively market treasury management services.
• Strong written and verbal communications skills.
• Ability to gather, arrange, 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.
• Must have knowledge of card industry issues and competitive products/services.
• Demonstrates a strong understanding of accounting principles, financial concepts, payment processing and client accounting principles and operations.
• Comprehensive understanding of the principles and practices associated with the analysis of business operations, accounts payables, general ledger and associated systems and interfaces.

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.
• 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.
• Completes all special projects as requested.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees