Technical Sales Consultant - Payment Solutions

City National Bank • Los Angeles, CA

4h • Onsite

About The Position

We are seeking a highly skilled Technical Sales Consultant –Payment Solutions with expertise in solution sales, system integration, and payables/information reporting application. In this role, you will partner with the sales team to identify customer needs, design tailored solutions through product, and ensure seamless integration across technologies, platforms, and services within onboarding/implementation. You’ll act as the Subject Matter Expert between business and technology, helping clients understand how our solutions can solve their challenges and deliver measurable value.

Requirements

• Bachelor's Degree or equivalent
• Minimum 6 years of cash management sales experience in a financial services environment required.
• Minimum 3 years experience in managing/supporting medium to large account relationships required
• 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.

Responsibilities

• Serve as the subject matter expert for City National Bank’s (CNB) payment and integration solutions, leading client and internal discussion on ERP and Accounting system integrations, payment optimization, and technical capabilities.
• Partner with Treasury Management Sales representatives, product managers, implementation consultants, and vendors deliver end to end solutions through discovery calls, demos, account reviews, implementation kickoff and post launch support.
• Provide integration expertise by answering technical questions, educating on best practices and ensuring solutions are aligned to client requirements.
• Provide technical and demo assistance to colleagues and/or customers for all integration/payables CNB platforms.
• Stay current on payment industry trends, integration innovations, and regulatory requirements.
• Collaborate with product management to identify enhancements and advance new payment ideas that align with client and market trends.
• Partner with the Treasury Management Sales representatives, on client/prospect discovery calls, account/process reviews, and/or in implementation kickoff meetings to gain detailed understanding, and documentation, to collaborate with product, engineering, and implementation teams to ensure solutions are feasible and scalable.
• Lead, create, and present CNB, through insightful presentations, at various industry conferences and speaking engagements.
• Work alongside sales teams to map integration points, define data flows, APIs, along with determining interoperability requirements, and understanding unique customer needs/technical environments to meet their overall business objectives.
• Assist with tailored demonstrations, proof-of-concepts (POCs), and design end-to-end solutions that integrate with client/prospect systems, third-party applications, and industry platforms.
• 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: Senior
• Number of Employees: 1,001-5,000 employees