Choice Bank · 11 hours ago

Cash Management Officer

Full-time

Remote

Mid, Senior Level

6+ years exp

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Responsibilities

Sell, present and track the sale of Cash Management products. This includes, but not limited to, business online banking, positive pay packages, etc. to existing and new Cash Management clients.

Researches and implements technical expertise across multiple systems to facilitate and communicate resolutions and/or solutions.

Act independently; interviewing and recommending solutions generally without assistance, exercising knowing when to ask for help and offer help as appropriate.

Execute effective sales strategies to drive revenue growth and achieve goals.

Implement and executes personal sales action plan to ensure targets are met and organizational strategies are utilized.

Build and maintain strong relationships with clients and prospects. Meets with potential clients and grows long-lasting relationships by understanding their evolving needs. Identify additional needs for existing customers through observation and annual reviews.

Develop and manage relationships with key partners and internal teams, to ensure the products and services meet the needs of clients, recommend solutions as the industry changes.

Understand the risks associated with cash management products, can complete the underwriting process, and does so consistently, prior closing the cash management product opportunity in CRM.

Keep CRM current to regularly report on sales performance and pipeline.

Partners closely with Cash Management Sales Analyst (CMSA) to generate/update/maintain documentation as necessary for deposit accounts and cash management services.

Ensure alignment and compliance with organizational policies and procedures.

Stay up to date with industry trends and developments. This includes maintaining technical knowledge through resources, networks and professional organizations.

Qualification

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Cash Management SystemsFinancial ModelingSales StrategiesClient Relationship ManagementNetworking ReferralsCRM ProficiencyProblem-Solving Abilities

Required

Minimum of 6 to 8 years of relevant experience with requisite competencies.

Bachelor’s degree in finance, accounting or related field or relevant experience.

Advanced knowledge of cash management systems, strong problem-solving abilities, experience with financial modeling, and excellent organizational skills.