Cash Management Consultant Manager

Job Responsibilities

• Manages a team of CMCs, and may also manage CMC Managers, who serve as trusted advisors, leveraging expert knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank. 
• Ensures CMCs are identifying, proposing, and delivering detailed and comprehensive Cash Management products and solutions to customers and prospects.
• Manages assigned CMCs (typically 5 – 12) to provide coaching and development on all aspects needed to achieve successful performance including partner management, prospecting, and customer retention. 
• Provides leadership and coordination for the assigned CMC team.  Monitors staff performance and provides appropriate coaching, recognition, and feedback. Builds a strong people pipeline and supports career growth and development. 
• Engages with inclusion and integrity with both internal and external constituents.
• Builds collaborative internal relationships to develop and foster partnerships with AMs, MMs, and Divisional Directors and cross functional partners, including CMSO leadership.  Actively participates in partner meetings and communicates key Cash Management messages timey and accurately.
• Escalates issues and risks appropriately, and drives them to resolution
• Interprets production and performance reports to adjust staffing capacity and alignments accordingly. 
• Thinks strategically and presents suggestions to evolve the business. 
• Engages in a disciplined marketing process and quality call activities.  Manages customer expectations by communicating upfront timelines and deliverables. 
• Protects the firm by applying sound risk management protocols and adhering to regulatory requirements. 

• Seven years’ experience in Cash Management/Treasury Services or related business experience
• Seven years of Cash Management/Treasury Services expert product/solution knowledge
• Three years of management experience 
• Bachelor’s Degree in Finance or related field
• Certified Treasury Professional certified or has ability to obtain certification

Preferred qualifications, capabilities and skills

• Relationship Building – Ability to build strong relationships with clients and internal partners. Ability to influence those outside of direct management control.  Ability to develop and build relationships with senior executives. 
• Marketing Expertise – Ability to direct the team to leverage expert knowledge to proactively and creatively present solutions to clients and prospects. Ability to assist with key customer and prospect calls. 
• Performance Measurement - Ability to manage and direct staff and deliver all facets of performance management (coaching, career mobility, reviews, action plans, etc.) 
• Leadership and Support – Ability to direct and guide a team of managers to accomplish objectives.  Ability to provide strong leadership across a geographically dispersed team, provide business guidance and support. 
• Problem Solving – Ability to identify a problem’s root cause and drive to resolution. Ability to direct escalations and ensure follow through.  Ability to identify global problems and partner with internal teams for resolution. 
• Business Acumen – Ability to understand the overarching Cash Management business environment both internally and externally. Ability to drive business results in alignment with strategic objectives.   Ability to drive and manage process and controls.