Working Capital Advisor II

Location

La Jolla, CA | United States

Job description

Overview:

WORKING CAPITAL ADVISOR II
WHAT IS THE OPPORTUNITY?
This position is responsible for selling, marketing, solutioning and supporting delivery of CNB and RBC solutions to optimize a client's working capital position. This includes Deposits, core Treasury Management products, Commercial Card solutions, Cross-Border Solutions and Transactional FX. The position will be focused on covering clients in the National Corporate Banking, Specialty Banking and/or Commercial Banking divisions of the bank. The incumbent will develop and execute on a consultative business development framework with the ultimate goal of becoming a trusted advisor to this strategic client base and secure a fair share of the client's fee wallet. Working closely in partnership with the Line of Business and Relationship Managers, the incumbent will implement and follow a proactive calling program in order to leverage CNB's credit position. Other key stakeholders for this position include TM Product Management, Technical Sales, Relationship Managers and FX Sales. The incumbent will also act as an escalation point of last resort for severe service issues. Maintain current knowledge of all treasury management, card and FX products and services offered. Maintain current working knowledge of technology trends impacting Working Capital Management.
Treasury Management Solutions Division
As a member of City National's Treasury Management Solutions group, you will make a difference by delivering integrated technology solutions to help clients more efficiently manage their businesses and working capital. This group drives and supports the bank's cash management products and services that won City National four of its 11 Greenwich Excellence Awards in 2018.
WHAT WILL YOU DO?

• Uses proactive, consultative sales skills and strategies to identify needs and quantify service/product benefits of targeted clients and prospects within the assigned territory. Analyzes the requirements of the client/prospect and presents recommendations on applicable treasury management products/services that can assist the client with the management and efficient use of Working Capital.
• Develops account and calling plans in conjunction with relationship managers, division leaders and line officers to support existing and develop new treasury management clients. Coordinates customer/prospect calling activities with relationship managers and serves as primary technical expert for all treasury management products and services.
• Attends all credit pipeline meetings for the Line of Business Divisions they support. Work with Relationship Managers to anticipate credit events and coordinate client contact prior to loan commitments. Conduct comprehensive training sessions for all stakeholders and support broader client retention efforts through regular account reviews.
• Coordinates and manages the preparation and presentation of working capital client proposals, pricing and recommendations. Responsible for completion and submission of client service agreements and ensures that all services are properly implemented, in coordination with the Working Capital Associate and Onboarding Manager.
• Maintains a pro-active calling program with the existing client base as well as prospects. Performs regular account reviews for existing clients in order to cross-sell additional bank products and services.
• Maintains an awareness of market conditions and customer buying criteria and provides current information on industry trends and competitive practices that may be used in the development and/or delivery of treasury management services to Product Management and TMS Leadership.
• Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
• Complies fully with all Bank Operational 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.). Complete all required training.
• Completes all special projects as requested.

WHAT DO YOU NEED TO SUCCEED

Must-Have*

• Bachelor's Degree or equivalent experience
• Minimum 7 years of Upper Middle Market or Mid-to-Large Corporate treasury management sales experience
• Minimum 7 years financial industry experience

Skills and Knowledge

• Demonstrates understanding of working capital management (DPO, DSO, DIO, procure to pay and order to cash), accounting principles, financial concepts, payment processing and commercial banking operations.
• Extensive understanding of the principles and practices associated with the analysis of business operations and depository activities.
• 7 or more years of treasury management sales experience in an Upper Middle Market, Mid-Corporate or Large-Corporate coverage role. Certified Treasury Professional (CTP) designation preferred.
• Knowledge of consultative sales techniques and principles to effectively market treasury management services.
• 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.

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.
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
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. Get an inside look at our  Benefits and Perks .
ABOUT CITY NATIONAL
We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to be at the heart of our company today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. 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 basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct.  READ MORE
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via  email or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.

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