Senior Treasury Management Sales Executive

City National Bank (CNB); Florida; On-site; USD 120,000 - 180,000; Full time

Job summary

City National Bank of Florida seeks a Treasury Management Sales Officer to partner with Relationship Officers, identifying and cultivating Treasury Management revenue opportunities while retaining existing clients.

You will lead consultative sales, conduct on-site meetings with complex clients, develop service proposals, and train staff on Treasury Management products. Bachelor's degree and 10+ years' experience required.

Qualifications

• 10+ years in treasury management sales within financial services.
• Deep product knowledge, sales processes, and vendor interaction.
• Strong selling skills and proven client relationship growth.
• Proven ability to meet/exceed sales targets.
• Excellent analytical, negotiation, and follow-up abilities.

Responsibilities

• Meet or exceed sales and retention goals.
• Expand relationships through referrals and cold calling.
• Prepare complex treasury management proposals.
• Conduct on-site meetings with complex clients.
• Provide guidance and support on treasury management systems.

Skills

Influencing

Conceptual thinking

Ambitious

Corporate selling

Client relationships

Organizational skills

Problem-solving

Communication

MS Office

Education

Bachelor's Degree in Business, Finance, or Accounting or an equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.

Tools

MS Excel

PowerPoint

Word

Job description

City National Bank of Florida seeks a Treasury Management Sales Officer to partner with Relationship Officers, identifying and cultivating Treasury Management revenue opportunities while retaining existing clients.

You will lead consultative sales, conduct on-site meetings with complex clients, develop service proposals, and train staff on Treasury Management products. Bachelor's degree and 10+ years' experience required.