Sales Support Officer III - (TMSSO)

City National Bank • Los Angeles, CA

5h • $31 - $50

About The Position

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 include "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.

Requirements

• Minimum of 4 plus years of general banking experience or equivalent training
• Minimum of 4 plus years of Microsoft Office Suite (Excel, PowerPoint, etc.)
• Minimum of 4 plus years of Treasury Management and/or Commercial Card, Sales, Support or Operations experience

Nice To Haves

• 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.
• Proficient in the use of network and PC based software applications including menu driven work processing, spreadsheet, database, and information reporting software.
• 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.

Responsibilities

• Assists the treasury management sales officer in the development and preparation of client proposals, pro-forma’s and requests for services. Adheres to all published turnaround time schedules.
• Provides in-office phone sales support for the assigned direct sale and marketing efforts of treasury management products and services via the Sales Support Hotline. 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, referring client/prospect to appropriate channels (e.g., Sales Officers, Customer Service/Implementation, etc.) and tracking hotline activity.
• Attend TM Sales and product meetings and contribute as appropriate. Assist assigned Treasury management sales officer as backup for on-site sales calls as schedule permits.
• Distributes treasury management service documents and agreements. Prepares and distributes product information and other marketing materials when service documents, agreements, or product information are not readily available to sales officer.
• 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-training activities at the request of sales officer as schedule permits.
• Participates on special projects or task forces as requested. Supports sales objectives that are consistent with overall division objectives. 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.
• Assists both internal and external clients with product and implementation questions. Provides technical support to clients concerning product usage and functionality. Responds to customer requests and provides product/service information.
• 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.).

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: Mid Level
• Education Level: No Education Listed