Technical Sales Receivables Consultant - Treasury

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About this role

Technical Sales Receivables Consultant - Treasury Los Angeles, California 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

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