Treasury Management Sales Specialist

2 weeks ago


Sacramento, California, United States City National Bank Full time
Treasury Management Sales Specialist

Position Overview:
This role is dedicated to the growth and direct marketing of treasury management solutions to prospective clients, as well as enhancing existing client relationships within the treasury management sector.

Key Responsibilities:
1. Utilize proactive and consultative sales techniques to assess client needs and demonstrate the benefits of treasury management products and services.
2. Conduct thorough analyses of client requirements and present tailored recommendations for effective cash management solutions.
3. Collaborate with relationship managers and regional leaders to devise sales strategies aimed at acquiring new treasury management clients and nurturing current accounts.
4. Serve as the primary technical resource for all treasury management offerings, coordinating sales initiatives with team members.
5. Build and maintain strong relationships with internal teams by providing product information, conducting training sessions, and supporting business development efforts.
6. Oversee the preparation and delivery of client proposals for treasury management services.
7. Ensure timely completion and submission of service agreements, facilitating the proper implementation of services.
8. Engage with existing clients to explore opportunities for cross-selling additional treasury management and banking products.
9. Address client service requests as necessary and participate in the enhancement of existing services.
10. Contribute to the formulation of marketing strategies and sales objectives aligned with overall business goals.

Qualifications:
- A Bachelor’s Degree or equivalent experience is required.
- A minimum of 4 years of experience in cash management sales within a financial services context is essential.
- At least 2 years of experience managing medium to large client relationships is necessary.

Skills and Knowledge:
- Strong understanding of sales methodologies and principles for effectively marketing treasury management services.
- Excellent written and verbal communication skills.
- Proficient in analyzing data to identify sales opportunities and formulating actionable recommendations.
- Ability to prioritize objectives and set achievable goals.

Compensation:
Starting base salary ranges from $87,027 to $138,965 annually, with potential for bonuses and commissions based on performance.

Benefits:
City National Bank is committed to providing comprehensive benefits and perks to our employees, fostering a supportive and inclusive workplace environment.

Equal Opportunity Employment:
City National Bank is an equal opportunity employer, promoting diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status.

  • Sacramento, California, United States City National Bank Full time

    Treasury Management Sales SpecialistWhat is the Opportunity?This role focuses on the strategic development and direct marketing of treasury management solutions to prospective clients, as well as enhancing relationships with current treasury management customers.The incumbent will engage in business development initiatives across various lines of the bank...


  • Sacramento, California, United States City National Bank Full time

    Treasury Management Sales RoleWhat is the Opportunity?This position focuses on the strategic development and direct marketing of treasury management solutions to prospective clients, as well as enhancing existing treasury management relationships.The incumbent will actively engage in business development initiatives across various line units and create...


  • Sacramento, California, United States City National Bank Full time

    Treasury Management Sales RolePosition Overview:This role focuses on the strategic development and direct marketing of treasury management solutions to prospective clients while enhancing relationships with current treasury management customers.Key Responsibilities:1. Utilize proactive sales techniques to identify client needs and articulate the benefits of...


  • Sacramento, California, United States City National Bank Full time

    Treasury Management Sales RoleWhat is the Opportunity?This position is pivotal in the development and direct marketing of treasury management solutions to prospective clients while enhancing existing customer relationships within treasury management.The incumbent will actively support business development initiatives across various line units and formulate...


  • Sacramento, California, United States City National Bank Full time

    Position Overview:This role focuses on the strategic development and direct marketing of treasury management offerings to both new and existing clients. The individual will enhance customer relationships while supporting the business development initiatives of various line units within the organization.Key Responsibilities:Utilize proactive and consultative...

  • Treasury Specialist

    5 days ago


    Sacramento, California, United States Teichert Full time

    Job SummaryWe are seeking a highly skilled Treasury Specialist to join our team at Teichert. The successful candidate will be responsible for performing complex financial analysis, forecasting, and modeling to control the company's cash exposure and positioning.Key ResponsibilitiesConduct financial, statistical, and analytical studies to identify trends and...


  • Sacramento, California, United States State Treasurer's Office Full time

    Position Overview Under the guidance of the Treasury Program Manager I or II, the selected candidate will deliver technical and analytical assistance for various State financing initiatives overseen by the Public Finance Division (PFD). This role involves collaboration with multiple State agencies, divisions within the State Treasurer's Office (STO), and...


  • Sacramento, California, United States State Treasurer's Office Full time

    Position OverviewUnder the guidance of the Treasury Program Manager I or II, the selected candidate will deliver technical and analytical assistance for various State financing initiatives overseen by the Public Finance Division (PFD). This role involves collaboration with multiple State agencies, divisions within the State Treasurer's Office (STO), and...


  • Sacramento, California, United States Sacramento Municipal Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Treasury Operations Intern to join our finance team at Sacramento Municipal. As a key member of our team, you will assist with daily cash management, financial analysis, and liquidity monitoring.ResponsibilitiesAssist in bank reconciliation and financial analysisDevelop and present internal...


  • Sacramento, California, United States BankTalent HQ Full time

    At BankTalent HQ, we foster a relationship-driven environment where our associates are equipped with the necessary tools, training, and opportunities to cultivate exceptional relationships with clients and colleagues alike. Our workplace culture celebrates the diverse experiences, backgrounds, and perspectives of each associate, promoting a collaborative...


  • Sacramento, California, United States BankTalent HQ Full time

    At BankTalent HQ, we foster a culture centered around relationships, equipping our associates with the necessary tools, training, and opportunities to cultivate exceptional connections with our clients and one another. Our workplace values the unique experiences, backgrounds, and perspectives of each associate, creating a collaborative environment where all...


  • Sacramento, California, United States BankTalent HQ Full time

    At BankTalent HQ, we foster a culture centered around relationships, equipping our associates with the necessary tools, training, and opportunities to cultivate exceptional connections with our clients and colleagues. Our work environment values the unique experiences, backgrounds, and perspectives of each associate, promoting a collaborative atmosphere for...


  • Sacramento, California, United States Wise Auto Group Full time

    Become a Part of Our Team as an Automotive Sales SpecialistPosition Overview: We are seeking a passionate and customer-oriented Automotive Sales Specialist to join our dynamic sales team at Wise Auto Group. The ideal candidate should possess outstanding communication abilities, a genuine enthusiasm for automobiles, and a track record of exceeding sales...


  • Sacramento, California, United States Donaghy Sales LLC Full time

    Job OverviewObjective: The primary aim of this role is to deliver exceptional sales support while enhancing and advocating for the sales of supplier brands to various accounts through proficient account management, effective sales execution, and clear communication, all while ensuring outstanding customer service.Key Responsibilities:Demonstrate a high level...


  • Sacramento, California, United States Donaghy Sales LLC Full time

    Job OverviewObjective: The primary aim of this role is to assist in sales operations while enhancing and advocating for the promotion of supplier brands through effective account management, sales execution, and communication, all while ensuring outstanding customer service.Key Responsibilities:Demonstrate a high level of self-motivation and results-driven...


  • Sacramento, California, United States Donaghy Sales LLC Full time

    Job OverviewObjective: The primary goal of this position is to deliver sales support and enhance the visibility of supplier brands through effective account management, sales execution, and communication, while ensuring outstanding customer service.Key Responsibilities:Demonstrate high levels of self-motivation and a results-driven approach, with the ability...


  • Sacramento, California, United States Wise Auto Group Full time

    Position Overview: We are looking for a driven and customer-oriented Automotive Sales Specialist to become a vital part of our enthusiastic sales team at Wise Auto Group. The ideal candidate will demonstrate excellent communication abilities, a strong enthusiasm for vehicles, and a history of surpassing sales goals. As an Automotive Sales Specialist, you...


  • Sacramento, California, United States Test Account Full time

    Join Our Team as a Full-Time HP Retail Sales Specialist**Sign-On Bonus Details Below**About Test AccountTest Account is a leading outsourced sales and marketing organization dedicated to launching and promoting innovative products and brands, reaching new consumer demographics, and implementing effective sales and marketing strategies. We empower our teams...


  • Sacramento, California, United States Betts Truck Parts & Service Full time

    Become a Key Player at Betts Truck Parts & Service as a Parts Sales SpecialistAt Betts Truck Parts & Service, we pride ourselves on delivering outstanding customer experiences and surpassing expectations. As a Parts Sales Specialist, you will engage with clients both face-to-face and via phone, providing knowledgeable support for parts and repair questions....


  • Sacramento, California, United States JK Consultants Full time

    Job OverviewAs a Sales Specialist in Arboriculture, you will be instrumental in fostering business expansion by attracting new clientele and nurturing robust connections with current customers in the commercial tree care industry. This position requires a deep understanding of arboriculture, effective sales methodologies, and market evaluation, all aimed at...