Technical Sales Receivables Consultant - Treasury Management

TECHNICAL SALES RECEIVABLES CONSULTANT - TREASURY MANAGEMENT

WHAT IS THE OPPORTUNITY?

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.

WHAT WILL YOU DO?

• 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.

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 required.
• Minimum 4 years experience in managing/supporting medium to large account relationships required

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, 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.

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

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• 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

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us .

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.com 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.