Technical Sales Receivables Consultant - Treasury Management

City National Bank • Los Angeles, CA

7d

About The Position

Support the delivery of advanced receivables solutions that integrate merchant card processing into invoicing, billing, and receivables automation workflows. Responsibilities include advising clients on payment portals, invoice-based payment solutions, and industry-specific billing platforms while coordinating integration with client accounting systems and treasury management services. Receivables SME would be responsible for “discovery” discussions with client/prospect/partnering team, either in person or via conference call, creating and delivering strategic client presentations, proposals, and demonstrations, provide pricing recommendations and implementation support, and sales team training of new/recent enhancements of merchant receivable services. The Receivables TSC will act as the bridge between the client, Product, selected vendors, and the internal teams, facilitating communication and action on requests in a timely and efficient manner. Will maintain current knowledge of all City National Bank’s receivables 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

Nice To Haves

• 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 and technical services.
• Additional knowledge of sales techniques and principles to effectively market merchant solutions, along with card payment solutions preferred.
• 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.
• Demonstrates a strong understanding of Salesforce and LinkedIn.
• Thorough knowledge of the practices and regulations that govern the banking industry and the implications of federal, state and local regulations affecting payments and cards activities.

Responsibilities

• Leads holistic sales discussion around all receivable’s solutions of City National Bank (e.g. Wholesale Lbx, E-Deposit, Merchant Services, Cash Vault, Integrated Receivables).
• Supports the sale and implementation of selected receivables platforms.
• Participate in monthly partnership meetings to review referrals, referred merchants, sales pipeline activity, and revenue from portfolio (e.g. Elavon). Purpose- Internal CNB liaison helping to drive visibility and engagement across all lines of business.
• Collaborate and partners with Product, vendors, and internal bank resources to distribute internal updates with bank business line leaders, focusing on key referred merchant relationships & campaigns (e.g. delivery of Elavon sponsored banker and customer campaigns).
• Works closely with Product partners and selected vendors in the setup, features, functionality, and capabilities for digital receivables platform.
• Champion Merchant solutions throughout the bank, and lead in growing revenue share from Merchant Card Processing (e.g. Elavon)
• Participate in coordinating a quarterly review of banker and customer facing marketing collateral and digital assets provided by Elavon to ensure compliance with the most current versions.
• Assist in the organization and scheduling of cross functional training sessions for CNB’s treasury management team and other applicable business lines.
• Collaborates on ways to identify/Datamine resources for lead development, dashboards, and cross-sell activity (e.g. targets activities around moving Elavon revenue/MID needle YOY)
• Promote approved banker and/or customer campaigns by assisting in the communication efforts, ensuring materials are prepared and distributed effectively.
• Maintains a proactive commitment to established Bank programs, such as Customer First, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
• Complies fully with all Bank Operational, compliance 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.

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
• Number of Employees: 1,001-5,000 employees