Job Description
There are many things to consider when deciding on your next employer. Do you want a job where you earn a paycheck? Or do you want a CAREER with a company that values their employees as well as the communities that they are in?
At Cadence Bank we are more than just a work place. We are a company that prides itself on values and the people that we employ.
Start your search for a career with our company!
As a Sales Officer within Cadence Bank Treasury Management, the individual's primary role will be to balance support of the Sales Officers in the team in terms of client related matters with a calling effort to existing bank clients throughout the bank footprint.
In addition, she / he is to support management related materials for the regional sales managers. The sales associate will split their focus between in-market sales support and remote calling sales efforts as defined by the department manager.
As a sales officer, this position provides good opportunity to learn about the sales organization, client behaviors and sales tactics / strategy, products and services (including cash management, liquidity and short-term investments as well as technology offerings) offered by Treasury Services as well as insight into the various markets / clients across the bank’s footprint.
To succeed, she / he will need to be business focused, have strong technology skills with Microsoft and Google products (Docs / Word, Sheets / Excel, Slides / PowerPoint) work closely with internal resources such as product, implementation, training and sales teams, as well as be able to perform well within a remote sales environment.
Objective #1
Sales Support Supporting the sales team with the following functions :
• Demo all existing treasury management products as well as any new technology rolled out by the product team
• Proforma preparation for new or existing clients
• Be engaged in supporting the entire sales and pipeline management process
Objective #2
Portfolio Development Identify targeted existing clients and execute the departmental remote sales strategy
• Call on existing portfolios through referrals from the Retail Branch Network, Relationship Managers, and Treasury Sales Officers
• Self-identify prospective development strategies through the use of analysis reporting, Product lists, and cross departmental reporting
• Participate in sales meetings and provide education to supported teams
Objective #3
Develop product knowledge and selling skills
• Attend the product calls, sales training meetings, and internal training sessions
• Attend bank required training sessions
• Attend lunch and learn training sessions
Objective #4
Support gaps in existing markets
• Serve as temporary Treasury Management Officers for markets with gaps in in-market support
• Provide education to supported teams
• Provide mentorship and support to new team members within the group as well as within the wholistic Treasury Management Sales team
Objective #5
Develop partnerships - Build a strong network with our customer service and implementation colleagues, TMO’s and product specialists.
Qualifications :
• College degree
• 4-6 years client-facing banking experience
• Excellent in inter-personal skills and presentation skills
• Self-motivated with good initiative
• Able to work independently and under pressure
• Works in a team environment at appropriate times
• Excellence in communication, especially verbal and writing skills
• Able to think flexibly and learns fast
• Good time management, organization, and planning skills
• Excellent Google / Microsoft skills Docs / Word, Sheets / Excel, Slides / PowerPoint
• Familiar with cloud-based CRM tools such as Salesforce.com
• Thrives in a remote sales environment
COMPANY : CADENCE BANK
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, ****** orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws
At Cadence Bank we are more than just a work place. We are a company that prides itself on values and the people that we employ.
Start your search for a career with our company!
As a Sales Officer within Cadence Bank Treasury Management, the individual's primary role will be to balance support of the Sales Officers in the team in terms of client related matters with a calling effort to existing bank clients throughout the bank footprint.
In addition, she / he is to support management related materials for the regional sales managers. The sales associate will split their focus between in-market sales support and remote calling sales efforts as defined by the department manager.
As a sales officer, this position provides good opportunity to learn about the sales organization, client behaviors and sales tactics / strategy, products and services (including cash management, liquidity and short-term investments as well as technology offerings) offered by Treasury Services as well as insight into the various markets / clients across the bank’s footprint.
To succeed, she / he will need to be business focused, have strong technology skills with Microsoft and Google products (Docs / Word, Sheets / Excel, Slides / PowerPoint) work closely with internal resources such as product, implementation, training and sales teams, as well as be able to perform well within a remote sales environment.
Objective #1
Sales Support Supporting the sales team with the following functions :
• Demo all existing treasury management products as well as any new technology rolled out by the product team
• Proforma preparation for new or existing clients
• Be engaged in supporting the entire sales and pipeline management process
Objective #2
Portfolio Development Identify targeted existing clients and execute the departmental remote sales strategy
• Call on existing portfolios through referrals from the Retail Branch Network, Relationship Managers, and Treasury Sales Officers
• Self-identify prospective development strategies through the use of analysis reporting, Product lists, and cross departmental reporting
• Participate in sales meetings and provide education to supported teams
Objective #3
Develop product knowledge and selling skills
• Attend the product calls, sales training meetings, and internal training sessions
• Attend bank required training sessions
• Attend lunch and learn training sessions
Objective #4
Support gaps in existing markets
• Serve as temporary Treasury Management Officers for markets with gaps in in-market support
• Provide education to supported teams
• Provide mentorship and support to new team members within the group as well as within the wholistic Treasury Management Sales team
Objective #5
Develop partnerships - Build a strong network with our customer service and implementation colleagues, TMO’s and product specialists.
Qualifications :
• College degree
• 4-6 years client-facing banking experience
• Excellent in inter-personal skills and presentation skills
• Self-motivated with good initiative
• Able to work independently and under pressure
• Works in a team environment at appropriate times
• Excellence in communication, especially verbal and writing skills
• Able to think flexibly and learns fast
• Good time management, organization, and planning skills
• Excellent Google / Microsoft skills Docs / Word, Sheets / Excel, Slides / PowerPoint
• Familiar with cloud-based CRM tools such as Salesforce.com
• Thrives in a remote sales environment
COMPANY : CADENCE BANK
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, ****** orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws
💡 Quick Summary
Seeking a career-building opportunity? The Treasury Management Sales Officer| Hybrid Role position is now open for candidates interested in the Bank Jobs sector. This role in Ahemdabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
