Cash Management Sales Officer

Description

Position Overview:

Supports the growth of commercial deposits and cash management products and services through the sale, delivery and servicing of commercial deposit and cash management products and services for commercial customers including businesses, municipalities, and other corporations.

Primary Responsibilities:

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers:

• Provides customers and prospects with a high level of expertise in assessing their business needs and nurturing their banking relationship.
• Actively sells cash management services through business development calls and the referral network including branch banking. Cross sells all applicable bank services and promotes commercial accounts in conjunction with the commercial relationship managers and branch managers.
• Meets regularly with existing bank customers to ensure proper servicing of accounts and to expand business relationships.
• Assists with resolution of service and operational issues for cash management clients. Interfaces with customers and bank employees as necessary to resolve issues and provide solutions.
• Stays current with cash management industry trends.
• Supports Cash Management Sales Manager in providing outreach and training to various bank departments to attain the goal of increasing internal referrals.
• Refer sales opportunities to other departments or bank affiliates in support of established objectives.
• Serves as a member of various bank committees and project teams in relation to evaluating product efficiencies, changing procedures, and resolving quality control issues.
• Represents the bank through participation in various community and industry related activities. Actively promotes interest in the bank wherever and whenever possible.

Other Responsibilities:

Perform related and unrelated duties as may be required.

Requirements

• Bachelor’s degree or an equivalent combination of education and work experience.
• Five years of progressive banking experience including exposure to cash management and/or other commercial banking products and services. Desire to learn and master all current and future treasury management/cash management products and services offered by Avidia Bank.
• Knowledge and understanding of business banking, including requirements for proper establishment and maintenance of business accounts.
• Knowledge and understanding of the Bank’s core processing systems.
• Excellent analytical, organizational and interpersonal skills.
• Ability to work independently, determining individual priorities and meeting deadlines within general direction from management.
• Goal-driven to reach both individual and team goals for customer and portfolio growth.
• Ability to use business software applications including Microsoft Office Suite, databases, CRM systems.
• Travel is required to call on prospect and existing customers.

Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled

Member FDIC/DIF

PM21