Employment Spot

Job Description

Employment Type:  Regular

Full/Part Time:  Full-time

Division:  Division Commercial

Job Description:  GENERAL FUNCTION: Under minimal supervision, responsible for new business development of cash management services within assigned relationship groups or territories, generating revenue from sales of cash management services. Responsible for larger and more complex CTM relationships. Help develop less experienced Cash Management Officers.ESSENTIAL DUTIES & RESPONSIBILITIES:* Sales of Cash Management products and services (50%)o Devise and execute plan to achieve sales goalso Assist RMs in meeting business service charge and deposit goalso Demonstrate proficiency in sales of all strategic TM productso Demonstrate ability to identify targeted company needs and the ability to offer customized client solutionso Devise and implement calling strategy to meet call quota and sales goalso Develop cross-sell opportunities within existing RM client portfolioo Demonstrate ability to package products after developing relationships with clients* Relationship Group Assignment (20%)o Maintain lines of communications with RMs individually and as a groupo Review sales goals with RMs and ensure RMs are advised of calling strategieso Educate and advise RMs of new TM product development initiativeso Assess knowledge level of individual RMs and bring each up to a minimum standardo Assist in proposal generation and other communications to customerso Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clientso Utilize Treasury Management Reviews as tool to generate cross-sellso Become familiar with nuances of assigned RM business specialty group(s)* Customer Service (10%)o Take ownership and deliver timely resolution of customer issueso Develop knowledge of internal resources for accurate response to customer issueso Communicate recurring or serious product issues to managemento Recommend viable solutions to improve customer service* Product Implementation (20%) o Ensure proper account documentation and all requisite agreement executiono Verify accurate pricingo Track implementation progresso Understand and communicate implementation time-line to align with customer expectationso Exhibit proficiency in training clients on various cash management products (53 Direct, Positive Pay, ACH, TransAct, CD ROM checks, etc.)SUPERVISORY RESPONSIBILITIES: While there are no formal supervisory responsibilities, the incumbent is expected to actively participate as a mentor in the Commercial Division's mentoring program and develop appropriate skills to prepare for a supervisory role.

Job Requirements

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:  Undergraduate degree in business required or equivalent experience.  MBA or advanced degree desirable.  CCM certification preferred.  5-7 years experience in a cash management sales environment.  Ability to sell with little management supervision.  Proven product and sales knowledge sufficient to help mentor new team members.  Demonstrated knowledge of a wide array of cash management products. Excellent oral and written skills. Ability to handle multiple TM product sales to multiple clients of diverse industries. Basic proficiency in PC software (MS Office).