Choice Bank · 3 months ago
Cash Management Officer III
Minneapolis, MN
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expChoice Bank is focused on providing exceptional banking services and fostering strong client relationships. The Cash Management Officer is responsible for driving sales and client retention in complex cash management and deposit products, while also developing new business and managing existing customer relationships.
BankingFinanceFinancial Services
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
Required
Minimum of 8 to 10 years of relevant experience with requisite competencies
Bachelor's degree in finance, accounting or related field or relevant experience
Expertise in cash flow forecasting, risk management, and investment strategies; strong leadership and project management skills; ability to manage complex financial transactions
Preferred
Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) preferred
Benefits
Competitive bonus and benefits package
Company
Choice Bank
Choice Bank operates to provide a full array of banking solutions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brian Johnson
CEO
Tom Jasper
Chief Operating Officer
Recent News
2025-11-01
Minneapolis / St. Paul Business Journal
2023-12-22
Company data provided by crunchbase