Cash Management Sales Officer II

About Us

**New Hires are eligible for a $5,000.00 sign on bonus**

Overview

The Cash Management Sales Officer II is responsible for developing new cash management business from both prospective and existing bank customers, and strengthening existing customer relationships. Oversees the entire implementation process for new cash management relationships, from prospecting to the first month's billing. Provides superior relationship management for a large portfolio of depository/cash management customers. Performs all required functions within scope of authority and expertise to provide the highest level of service and responsiveness to customers and co-workers.

Responsibilities

• Collaborate with Commercial Banking Relationship Managers to acquire, expand and retain Commercial Banking clients who have both fundamental and complex depository and cash management needs.
• Achieves annual revenue goals through both referral and self-sourced activities.
• Serve as trusted advisor for Commercial Banking clients on matters related to cash flow optimization and service utilization.
• Effectively identify client needs and provide solutions. Participate in various aspects of client management, in-person calling, and relationship reviews for clients with complex cash management needs.
• Prepares and delivers sales presentations and recommends appropriate services to customers. Analyzes account analysis statements to uncover needs and prepare client’s fee proposal.
• Works with other department members to prepare appropriate documents for signature, and to set up cash management-related products and services. Coordinates with other departments as necessary.
• Provides coaching and mentoring for Department staff
• Oversees all aspects of the Bank’s international trade transactions issued by the Bank’s correspondent banking partner.
• Resolves complex service and operational issues for Commercial Banking clients. Interfaces with customers and bank employees as necessary to resolve issues and provide solutions.
• Suggests features to enhance the Bank’s products which are necessary to be competitive in our market. Stays current with industry trends.
• Provides ongoing outreach and training to Commercial Banking and other bank departments to maintain a high degree of product awareness. Acts as a subject matter expert for all cash management products.
• Refers opportunities to other departments or bank partners, as appropriate.
• Supports Bank’s regulatory compliance objectives. Ensures full compliance with the Bank's Information Security Policies and Procedures
• Performs other duties as may be required.

Requirements

Education

• Bachelor's Degree or equivalent related work experience is Required

Work Experience

• 4-7 years of treasury/cash management sales and/or service experience is Required

Knowledge, Skills, and Abilities

• Strong sales/service skills and ability to read, analyze and interpret complex documents.
• Strong analytical, organizational, presentation, problem-solving and management skills.
• Must possess at least intermediate technology skills including knowledge of word processing database and spreadsheet applications.