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Choice Bank · 2 months ago

Cash Management Officer

Choice, MN

Full-time

Onsite

Senior Level

$64K/yr - $96K/yr

6+ years exp

Choice Bank is committed to a #PeopleFirst mission and is seeking a Cash Management Officer to drive sales and client retention for complex cash management and deposit products. The role involves developing new business relationships, implementing sales strategies, and ensuring compliance with organizational policies while maintaining strong client 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