Cash Management Officer

Job highlights

Identified by Google from the original job post

Qualifications

Strive to achieve an outstanding level of customer service in accordance to Bank's standards and competencies

Responsibilities

The Cash Management Sales Officer is responsible for driving and implementing the marketing and sales efforts of the bank's Cash Management and Electronic Banking products and services, identifying, analyzing, selling and supporting cash management products and services to established business customers, targeted prospective commercial and corporate clients

Ability to be a team player, communicate and collaborate with the Officers

Overall responsibility for the growth and client adoption of all Cash Management and Electronic Banking products and services

Develop and execute department business plan to support the bank's overall strategic direction and financial objectives

Identify Cash Management revenue sources and support the retention of existing clients

Develop and deploy sales tactics to achieve/exceed revenue and portfolio growth

Collaborate with line of business partners to identify and drive client and prospect sales opportunities

Responsible for consultative sales of Cash Management products and services

Manage and distribute Cash Management production reporting to management

Manage the performance of the Merchant Service portfolio

Develop and deploy employee incentive campaigns to increase Cash Management sales of Cash Management and Merchant Services

Develop and deliver new product training to internal customers to help drive sales, retain, and expand existing relationships

Participate in the development of the Cash Management and Electronic Banking product roadmap

Work closely with Relationship Officers, Business Bankers and Branch Managers among others, to achieve service charge and deposit goals

Job description

Position Summary:

The Cash Management Sales Officer is responsible for driving and implementing the marketing and sales efforts of the bank's Cash Management and Electronic Banking products and services, identifying, analyzing, selling and supporting cash management products and services to established business customers, targeted prospective commercial and corporate clients. Ability to be a team player, communicate and collaborate with the Officers. Strive to achieve an outstanding level of customer service in accordance to Bank's standards and competencies.

Essential Functions:

• Overall responsibility for the growth and client adoption of all Cash Management and Electronic Banking products and services.

• Develop and execute department business plan to support the bank's overall strategic direction and financial objectives.

• Identify Cash Management revenue sources and support the retention of existing clients

• Develop and deploy sales tactics to achieve/exceed revenue and portfolio growth.

• Collaborate with line of business partners to identify and drive client and prospect sales opportunities.

• Responsible for consultative sales of Cash Management products and services.

• Manage and distribute Cash Management production reporting to management

• Manage the performance of the Merchant Service portfolio

• Develop and deploy employee incentive campaigns to increase Cash Management sales of Cash Management and Merchant Services

• Develop and deliver new product training to internal customers to help drive sales, retain, and expand existing relationships.

• Participate in the development of the Cash Management and Electronic Banking product roadmap.

• Work closely with Relationship Officers, Business Bankers and Branch Managers among others, to achieve service charge and deposit goals.

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