Berkshire Bank · 1 week ago
AVP, Cash Management Officer
Berkshire Bank is seeking an AVP, Cash Management Officer to develop new business and sell cash management services to commercial and small business customers. The role involves meeting with clients, upselling services, and collaborating with the commercial lending team to enhance existing relationships.
Responsibilities
Identifies and develops new business opportunities within assigned markets to grow the department and meet revenue objectives. Prepares and presents written cash management proposals to larger corporate customers and prospects. The CMO may present in person to boards or heads of companies
Supports and actively calls on new and existing business that the commercial lenders and branches identify and refer. In many cases, joint calls are arranged with the branch manager or commercial relationship managers. The CMO supports Commercial Loan, Small Business and Branch Officers in all phases of the cross-sale referral program
The CMO provides superior service, support and customer resolution for municipal and cash management customers, including: preparing RFPs, agreement preparation and execution, (and other investment options) and relationship pricing
Acts as SME for cash management products and services. Assist in educating peers, internal partners, and branch personnel regarding the value of cash management for their clients
Assist with special projects as needed
Extensive travel may be required to meet with clients and/or to attend business line meetings
Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties
Qualification
Required
BA degree preferred or equivalent work experience
3+ years cash management sales experience
5+ years sales experience selling bank products with demonstrated results
High level sales and public relations
Excellent verbal/written communication skills
Understanding of cash flow, fraud prevention and payments
Strong computer skills
Exceptional presentation and public speaking sales skills
Company
Berkshire Bank
Berkshire Bank is a division of Beacon Bank & Trust, commonly known as Beacon Bank, a subsidiary of Beacon Financial Corporation (NYSE: BBT).
Funding
Current Stage
Public CompanyTotal Funding
unknown2000-07-20IPO
Leadership Team
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