Job Description

Job Summary

This position is responsible for the development of new cash management business, the expansion of existing business relationships, and the servicing of clients under the direction of management or senior staff members. This position makes sales calls on a regular basis.

Essential Job Duties

Collaborates with management or senior staff members to contact prospective clients to develop new cash management business, with an emphasis on small and less complex accounts.

May occasionally meet with existing clients to ensure proper servicing of accounts and to expand existing business relationships.

Participates in preparing sales presentations, explaining services offered and in recommending of those services which would be of value to the client.

Educates other officers within the organization of the cash management sales program and works in conjunction with lending officers to promote the cash management program.

Assists in the design and ensures the proper installation of cash management services.

Assists management in the development of a marketing strategy and in the setting of sales objectives.

Assists management in the development of new services or in the modification of existing services.

Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.

Collaborates with management or senior staff members to contact prospective clients to develop new cash management business, with an emphasis on small and less complex accounts.

May occasionally meet with existing clients to ensure proper servicing of accounts and to expand existing business relationships.

Participates in preparing sales presentations, explaining services offered and in recommending of those services which would be of value to the client.

Educates other officers within the organization of the cash management sales program and works in conjunction with lending officers to promote the cash management program.

Assists in the design and ensures the proper installation of cash management services.

Assists management in the development of a marketing strategy and in the setting of sales objectives.

Assists management in the development of new services or in the modification of existing services.

Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.

Job Requirements

College degree or equivalent work experience required.

1-3 years relevant experience.

Additional Job Requirements:

Ability to foster and cultivate relationships with internal and external clients.

Ability to acquire and maintain changing product information for all products sold.

Broad knowledge of the industry and an ability to keep informed of trends and developments.

Strong written, verbal and presentation skills to enhance the organization’s image to prospective clients.

Ability to develop influencing and negotiation skills to present issues in a persuasive manner.

Innovation and flexibility are essential to meet the demands of an ever-changing market.