Technical Sales Receivables Consultant - Treasury Management
City National Bank, Los Angeles, CA, United States
Overview
TECHNICAL SALES RECEIVABLES CONSULTANT - TREASURY MANAGEMENT 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. The Receivables SME is responsible for discovery discussions with clients, prospects, or partnering teams, creating and delivering strategic client presentations, proposals, and demonstrations, providing pricing recommendations and implementation support, and training sales teams on new or recent enhancements of merchant receivable services. The Receivables TSC acts as the bridge between the client, Product, selected vendors, and internal teams, facilitating communication and action on requests in a timely and efficient manner. Maintain current knowledge of all City National Bank’s receivables treasury management products and services offered.
What will you do?
Lead holistic sales discussions around all receivable solutions of City National Bank (e.g., Wholesale Lbx, E-Deposit, Merchant Services, Cash Vault, Integrated Receivables).
Support 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). Internal CNB liaison to drive visibility and engagement across lines of business.
Collaborate with Product, vendors, and internal bank resources to distribute internal updates with bank business line leaders, focusing on key referred merchant relationships and campaigns (e.g., delivery of Elavon sponsored banker and customer campaigns).
Work closely with Product partners and selected vendors in the setup, features, functionality, and capabilities for the digital receivables platform.
Champion merchant solutions throughout the bank and lead in growing revenue share from Merchant Card Processing (e.g., Elavon).
Coordinate quarterly reviews of banker and customer-facing marketing collateral and digital assets provided by Elavon to ensure compliance with current versions.
Assist in organizing and scheduling cross-functional training sessions for CNB’s treasury management team and other applicable business lines.
Collaborate on ways to identify and datamine resources for lead development, dashboards, and cross-sell activity (e.g., targets around moving Elavon revenue/MID needle year over year).
Promote approved banker and/or customer campaigns by assisting in communication efforts, ensuring materials are prepared and distributed effectively.
Maintain proactive commitment to Bank programs such as Customer First, CRA, and Equal Employment Opportunity.
Comply fully with all Bank operational, compliance and credit policies and procedures as well as regulatory requirements (e.g., Bank Secrecy Act, Know Your Customer, CRA, Fair Lending Practices, Code of Conduct).
Complete all special projects as requested.
What do you need to succeed? Required Qualifications
Bachelor's Degree or equivalent
Minimum 7 years of cash management sales experience in a financial services environment
Minimum 4 years experience in managing/supporting medium to large account relationships
Additional Qualifications
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, arrange, 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.
What’s in it for you? Compensation
Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
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
Get a more detailed look at our Benefits and Perks.
About Us City National Bank was founded in 1954 and is a subsidiary of Royal Bank of Canada. To learn more about City National and our company culture, visit the About Us page.
Inclusion and Equal Opportunity Employment City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. Careers CNB accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#J-18808-Ljbffr
TECHNICAL SALES RECEIVABLES CONSULTANT - TREASURY MANAGEMENT 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. The Receivables SME is responsible for discovery discussions with clients, prospects, or partnering teams, creating and delivering strategic client presentations, proposals, and demonstrations, providing pricing recommendations and implementation support, and training sales teams on new or recent enhancements of merchant receivable services. The Receivables TSC acts as the bridge between the client, Product, selected vendors, and internal teams, facilitating communication and action on requests in a timely and efficient manner. Maintain current knowledge of all City National Bank’s receivables treasury management products and services offered.
What will you do?
Lead holistic sales discussions around all receivable solutions of City National Bank (e.g., Wholesale Lbx, E-Deposit, Merchant Services, Cash Vault, Integrated Receivables).
Support 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). Internal CNB liaison to drive visibility and engagement across lines of business.
Collaborate with Product, vendors, and internal bank resources to distribute internal updates with bank business line leaders, focusing on key referred merchant relationships and campaigns (e.g., delivery of Elavon sponsored banker and customer campaigns).
Work closely with Product partners and selected vendors in the setup, features, functionality, and capabilities for the digital receivables platform.
Champion merchant solutions throughout the bank and lead in growing revenue share from Merchant Card Processing (e.g., Elavon).
Coordinate quarterly reviews of banker and customer-facing marketing collateral and digital assets provided by Elavon to ensure compliance with current versions.
Assist in organizing and scheduling cross-functional training sessions for CNB’s treasury management team and other applicable business lines.
Collaborate on ways to identify and datamine resources for lead development, dashboards, and cross-sell activity (e.g., targets around moving Elavon revenue/MID needle year over year).
Promote approved banker and/or customer campaigns by assisting in communication efforts, ensuring materials are prepared and distributed effectively.
Maintain proactive commitment to Bank programs such as Customer First, CRA, and Equal Employment Opportunity.
Comply fully with all Bank operational, compliance and credit policies and procedures as well as regulatory requirements (e.g., Bank Secrecy Act, Know Your Customer, CRA, Fair Lending Practices, Code of Conduct).
Complete all special projects as requested.
What do you need to succeed? Required Qualifications
Bachelor's Degree or equivalent
Minimum 7 years of cash management sales experience in a financial services environment
Minimum 4 years experience in managing/supporting medium to large account relationships
Additional Qualifications
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, arrange, 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.
What’s in it for you? Compensation
Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
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
Get a more detailed look at our Benefits and Perks.
About Us City National Bank was founded in 1954 and is a subsidiary of Royal Bank of Canada. To learn more about City National and our company culture, visit the About Us page.
Inclusion and Equal Opportunity Employment City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. Careers CNB accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#J-18808-Ljbffr