Act as the primary contact for non-borrowing customers who utilize cash management services.
November 19, 2022
Obtain agreements for services, reviews for accuracy and works directly with Client Support.
January 18, 2023
Prepare written sales proposals and conduct presentations to new and existing customers 20%.
February 26, 2023
Stay abreast of changes in rules, regulations, policies, procedures and documentation.
February 28, 2023
Communicate clearly to customers the features and functionality of products and services while.
March 20, 2023
Resolve routine Cash Management Services problems and escalates issues to the Client.
April 22, 2023
Provide statements and other research of Cash Management offerings of competitors .
May 05, 2023
Develop a specific business plan and execute on the strategy to maximize attainment of performance goals.
May 13, 2023