Penn Community Bank · 13 hours ago
Cash Management Senior Relationship Manager
Yardley, PA
Full-time
Onsite
Mid, Senior Level
3+ years expPenn Community Bank is seeking a Cash Management Senior Relationship Manager to oversee daily departmental activities and support the bank's growth. The role involves developing business through customer interactions and ensuring effective management of cash management services and software.
AssociationBankingCommunitiesFinancial Services
Responsibilities
Achieves annual New Deposit Sales goals through independent calling efforts and partnering with team members throughout the Bank
Coordinates Cash Management related business development calls with Commercial Lender or Retail Banking Managers and other bank customer facing employees
Conducts a personal interview with prospective client to determine Cash Management needs
Analyzes Business Banking Statements and determines appropriate pricing based on analysis
Prepares and customizes formal proposal/RFP for prospective client
Presents proposal/product and service recommendations to client after review of needs; ask for business and completes the sale
Complete all Risk Assessments, Contracts, User Agreements and Training Coordination or New Account Documentation as needed
Assists customers with Docu-Sign for Cash Management Agreements
Installs all Cash Management Software such as RDC, Business Online Banking, ACH Origination, Wires, Positive Pay, Bill Pay, and TTL Payments, etc
Trains Cash Management Customer and their staff on how to access/operate Cash Management Services and equipment
Senior level point of contact for all Cash Management related issues
Direct point of contact, and manages day to day activity of high level Cash Management Customers
Refers all new deposit account openings to assigned branches and oversees that accounts are setup/linked accordingly under the guidelines of Cash Management
Makes line of business referrals to partners such as Retail Banking, Consumer/Commercial Lending, and Wealth Management
Strong knowledge of, and daily use of Salesforce to log and complete sales activity
Conducts high level vendor calls with Fiserv related to RDC issues
Conducts all Annual Site Visit Audits for Cash Management customers
Provides a high level of technical and transactional support related to Cash Management services
Assists Cash Management Director with reports/projects as assigned
Other duties as assigned
Comply with all applicable regulations and Bank policies regarding employment and employment law
Participate in annual compliance and other job-related training
Comply with applicable bank regulations, Bank policies and procedures
Comply with Bank’s internal privacy and ethics standards
Qualification
Required
Oversees the daily activities of the department in the absence of the Director
Assists in the planning, directing, and coordinating operations in support of the Bank's growth
Pro-actively develops business through customer calling efforts, on-going, and diligent follow up with customers, prospects, branch managers, lenders, and other internal PCB customer facing resources
Achieves annual New Deposit Sales goals through independent calling efforts and partnering with team members throughout the Bank
Coordinates Cash Management related business development calls with Commercial Lender or Retail Banking Managers and other bank customer facing employees
Conducts a personal interview with prospective client to determine Cash Management needs
Analyzes Business Banking Statements and determines appropriate pricing based on analysis
Prepares and customizes formal proposal/RFP for prospective client
Presents proposal/product and service recommendations to client after review of needs; ask for business and completes the sale
Complete all Risk Assessments, Contracts, User Agreements and Training Coordination or New Account Documentation as needed
Assists customers with Docu-Sign for Cash Management Agreements
Installs all Cash Management Software such as RDC, Business Online Banking, ACH Origination, Wires, Positive Pay, Bill Pay, and TTL Payments, etc
Trains Cash Management Customer and their staff on how to access/operate Cash Management Services and equipment
Senior level point of contact for all Cash Management related issues
Direct point of contact, and manages day to day activity of high level Cash Management Customers
Refers all new deposit account openings to assigned branches and oversees that accounts are setup/linked accordingly under the guidelines of Cash Management
Makes line of business referrals to partners such as Retail Banking, Consumer/Commercial Lending, and Wealth Management
Strong knowledge of, and daily use of Salesforce to log and complete sales activity
Conducts high level vendor calls with Fiserv related to RDC issues
Conducts all Annual Site Visit Audits for Cash Management customers
Provides a high level of technical and transactional support related to Cash Management services
Assists Cash Management Director with reports/projects as assigned
Comply with all applicable regulations and Bank policies regarding employment and employment law
Participate in annual compliance and other job-related training
Comply with applicable bank regulations, Bank policies and procedures
Comply with Bank's internal privacy and ethics standards
Reports to Cash Management Director
Frequent communication with Senior Management, Commercial Lending and Retail Banking Team Members
Timely communication with various levels of management and team members
Frequent communication with business customers for business development, training and installation
Contact with community leaders as requested
Ability to travel to customer location
Preferred
Four-year college degree in a related field preferred
3+ years Cash Management/Outbound Sales experience preferred
Extensive outbound calling experience with Commercial Customers
Proven Judgment /Leadership Skills
Ability and willingness to assist other Cash Management team members as needed
Ability to work directly with Third Party Vendors as assigned
Ability to analyze statements
Knowledge of Documentation and Core Systems
Strong management skills
Excellent oral and written communication skills
Strong time management skills/Ability to meet assigned deadlines
Company
Penn Community Bank
Penn Community Bank is a community bank operting in Pennsylvania.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Randy McGarry
EVP, Chief Information Officer
Recent News
The Bucks County Herald
2023-12-25
2023-12-25
thereporteronline
2023-12-25
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