Senior Treasury Management Sales Executive

City National Bank; New York (NY); Hybrid; USD 111,000 - 190,000; Full time

Benefits offered by this job

Healthcare

401(k) matching

Tuition Reimbursement

Time Away

Family planning benefits

Recruitment support

Colleague Groups

Job summary

City National Bank is seeking a Senior Sales Officer for Treasury Management in New York. Drive proactive, consultative sales to new and existing clients, develop service solutions, and coordinate with relationship managers to expand treasury management revenue.

The role emphasizes developing sales plans, presenting client proposals, and staying current with market trends while aligning with CRA and conduct policies. Strong communication and accounting understanding are essential.

Qualifications

• Bachelor's Degree or equivalent.
• Minimum 7 years of cash management sales experience.
• Minimum 4 years experience in managing/supporting medium to large account relationships.

Responsibilities

• Propose and present treasury management solutions to new clients and prospects.
• Coordinate sales efforts with relationship officers and team members.
• Develop treasury management sales plans with managers and officers.
• Prepare and present client proposals and service agreements.
• Expand existing business through cross-selling treasury management products.
• Support marketing strategies and stay informed on industry trends.

Skills

Cash management sales

Consultative selling

Account management

Communications

Education

Bachelor's Degree or equivalent

Job description

City National Bank is seeking a Senior Sales Officer for Treasury Management in New York. Drive proactive, consultative sales to new and existing clients, develop service solutions, and coordinate with relationship managers to expand treasury management revenue.

The role emphasizes developing sales plans, presenting client proposals, and staying current with market trends while aligning with CRA and conduct policies. Strong communication and accounting understanding are essential.