Santander · 2 months ago
Commercial Banking Cash Management Sales - Associate
Santander is a global leader and innovator in the financial services industry. The Associate, Commercial Banking Cash Management Sales is responsible for supporting the Cash Management Sales business development activities and client retention in the region.
BankingCommercial LendingFinanceFinancial ServicesPersonal Finance
Responsibilities
Works with the Cash Management Sales team in supporting the business development activities to drive revenue including building proformas, pitch books/PowerPoint decks, prolixity studies and other administrative duties
Oversees the Cash Management Officer Pipeline and ensure smooth onboarding of existing customers via partnership with the Implementation Team
Makes outbound follow-up calls to customers post implementation as part of the Voice of the Customer satisfaction program in support of the CMSO
Manages the monthly expiring ECR & pricing exceptions
Assists in preparing proposals for existing customers and prospective customers
Creates schematics, gathers documents, and responds to the daily customer maintenance requests
Engages in cross-selling cash management services to existing clients for additional products to ensure that all customer’s cash management needs are met
Responds to daily client maintenance requests and research issues with urgency
Identifies cross-sell opportunities within the portfolio when interacting with customers
Manages the monthly expiring exception ECR & pricing as well as the new business Exception Pricing and ECR process as well as rebates
Qualification
Required
Bachelor's Degree or equivalent work experience: Business, Sales, Marketing or equivalent field
5+ Years Business Development, Sales or related experience
Proven track record of prospecting new business and enhancing existing relationships
Self motivated with proven sales skills and experience
Excellent verbal and written communication skills and demonstrated team leadership ability
Team player and capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client issues
Ability to understand and interpret financial statements and cash flow analysis
Assess and analyzes financial conditions of clients and the industry trends
Ability to work effectively with other team members across the Bank at all levels
Preferred
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education
Experience in Microsoft Office products
Company
Santander
Banco Santander is a banking firm that specializes in various banking services including retail, commercial, digital, & investment banking.
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-05-30Post Ipo Equity
1987-08-07IPO
Leadership Team
Recent News
2026-01-07
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