Cash Management Sales Resume Samples

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E Casper

Eliezer

Casper

3805 Schuppe Squares

Detroit

+1 (555) 149 3191

3805 Schuppe Squares

Detroit

Phone

p +1 (555) 149 3191

Experience Experience

Boston, MA

Icg-non-bank Financial Institutions Sector Cash Management Sales

Boston, MA

Goldner, Lueilwitz and Schulist

Boston, MA

Icg-non-bank Financial Institutions Sector Cash Management Sales

Develop target list of underpenetrated names to actively focus on with a “Hunting Licence” for growing new cash business though unsolicited bids
Lead complex cash management deals end-to-end including RFP responses and client pitches, recommending innovative cash management solutions
Develop target list of underpenetrated names to actively focus on with a “Hunting License” for growing new cash business through unsolicited bids
Lead and prepare client sales closing presentations
Build network within TTS across Sales, Product, Geography, Implementation Client Operations, Legal, and further extend across GSG and Banking
Attend regular team and sales management meetings to report on performance
Market Development – Develop a Client focus strategy for all key clients and sub sector targets. Identify new flows and market plays for the extension of TTS products

Los Angeles, CA

ICG Non-bank Financial Institutions Sector Cash Management Sales

Los Angeles, CA

Collins-Hessel

Los Angeles, CA

ICG Non-bank Financial Institutions Sector Cash Management Sales

Execute NBFI sales strategy for the region in conjunction with global and country partners
Portfolio Management and Optimization – Develop deep relationships with key global and regional clients
Retain clients and grow volumes/values
Identify cross sell opportunities with clients
Market Presence – Be an ambassador and evangelist for Citi in the region with clients, partners, and industry forums to continue to drive Citi’s recognition as the largest and best in class NBFI TTS provider
Maintain leading edge expertise of the industry and regional competitive environment
Ownership and Leadership – Act as a steward of the business and strongly influence its strategy and market leadership as a key business member of the regional and global sales team

present

Philadelphia, PA

Cash Management Sales Specialist

Philadelphia, PA

Kerluke Inc

present

Philadelphia, PA

Cash Management Sales Specialist

present

Provide product sales support to private banker teams within your coverage area to assist in generating new business from prospective private bank clients
Conduct presentations to prospective clients to promote the bank and its services; assist in closing cash management deals with creativity and flexibility
Create and maintain a solid working relationship with the overall banking team, product partners and colleagues throughout Citi
Conduct presentations to Financial Centers and Private Client Group to educate employees on cash management product enhancements and product lines
Prepare comparative cash management pricing analysis statements
Conduct testing and implement solutions for new clients before cash management services are rendered
Evoke meaningful discussions with clients around their critical issues and propose integrated cash management and banking solutions

Education Education

Bachelor’s Degree in Professionalism

Auburn University

Bachelor’s Degree in Professionalism

Skills Skills

Create and maintain a solid working relationship with the overall banking team, product partners and colleagues throughout Citi
Proactively keep CPB offices and clients abreast of new products, enhancements and industry developments
Evoke meaningful discussions with clients around their critical issues and propose integrated cash management and banking solutions
Nurture and deepen existing private bank client relationships
Conduct banker portfolio and client relationship reviews to generate new business
Prepare and present competitor statement analyses and product proposals
Ongoing travel to CPB offices within your designated coverage area
Support the Proposal & RFP bidding processes
Directly interface with the client’s CFO, CEO, Controller, Treasurer & Accounting Staff
Provide product sales support to private banker teams within your coverage area to assist in generating new business from prospective private bank clients

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TTS Cash Management Sales Resume Examples & Samples

Review account plans to identify sales opportunities and support origination of cash management opportunities through development of thought leadership material
Develop target list of underpenetrated names to actively focus on with a “Hunting Licence” for growing new cash business though unsolicited bids
Cash Management product knowledge
Developing dynamic cash management solutions, with client facing experience and ability to execute transactions
Proven track record working in a TTS Sales environment
Market and Industry knowledge and awareness
Analytical skills
Comfort presenting to customer seniors
Experience working with Global Multi-National companies

Cash Management Sales Specialist Resume Examples & Samples

Evoke meaningful discussions with clients around their critical issues and propose integrated cash management and banking solutions
Create and maintain a solid working relationship with the overall banking team, product partners and colleagues throughout Citi
Have knowledge of Treasury Management products, banking & the client sales cycle
Excellent consultative selling & negotiation skills

Cash Management Sales Consultant Resume Examples & Samples

Bachelor's Degree required and Master’s/Advanced Degree preferred
Requires Certified Treasury Professional (CTP), AAP preferred
Must have extensive International Treasury Management experience
Successful sales track record, having met or exceeded annual goals consistently

Cash Management Sales Coordinator Resume Examples & Samples

Proactively mines the cash management book of business for opportunities to manage exception pricing, exception ECR and fee waivers. Reviews client product usage to determine cross sell opportunities within existing book of business. Proactively manages client pricing and ECR exceptions, and waivers. Recommends sales opportunities based to the clients to gain sales opportunities. Analyzes trends to provide management insight to develop future sales strategies
Assists in preparation of proposals, presentations, pro-forma and other needed analysis to help the sales consultant capture the sale. This includes sales to new and existing clients as well as Relationship Reviews. Assists the sales consultant with pre-call planning including researching prospects and preparing Cash Management proposals for them. Actively participates in Relationship Reviews. May present proposals directly to existing clients
Required license(s) or certification(s) CTP, AAP
4 more years of directly related experience
Analytical and research

Cash Management Sales Consultant Resume Examples & Samples

Manages and cross sells to a portfolio of existing Cash Management clients, conducting relationship reviews with top clients no less than annually. Serves as the main Cash Management client contact. Identifies additional cross sell Cash Management solutions
Prepare sales presentations providing a comprehensive solution for clients’ Cash Management needs including product pricing while maintaining Bank profitability
Keeps informed of current activities in the Cash Management field including new products and other general information of customers. Provides client feedback and input to product managers for ideas regarding new product development, enhancements and modifications requested or of interest to the market, based on actual client feedback or competitor intelligence
Bachelor’s Degree required
Serve as the main point of contact for International Cash Management needs for assigned client group
Manage In-bound and Out-bound referrals from BNPP and BOTW
Meet with Clients and Prospects to determine International and Domestic Cash Management needs
Formulate appropriate International and Domestic Cash Management solutions for clients and prospects
Develop and deliver sales presentations for client base
Other duties as described above

Cash Management Sales Associate Resume Examples & Samples

Preparing & presenting comparative fee analyses, product proposals & RFP’s
Following up on inquiries from clients & bankers regarding Banking & Cash Management services
One off product sales to clients
Conducting online banking tutorials to clients
Visiting clients/prospects with the Sales Specialists and providing post meeting follow-up
Preparing client relationship reviews & presenting them with Sales Specialists
Submitting, tracking & following up on implementation requests (new product additions, maintenance requests & termination of services)
Establish billing for implemented services and monitoring billing and account analysis requests
Possess a minimum of 3-5 years of banking experience
B.A./B.S. (required)
Knowledge of treasury management products, banking & the client sales cycle
Awareness of Private Banking (preferable, but not required)
Ability to multi-task, prioritize and display general responsiveness at all times

Tts Tts Non Bank Financial Institutions Sector Cash Management Sales Resume Examples & Samples

Market Presence – Be an ambassador and evangelist for Citi in the region with clients, partners, and industry forums to continue to drive Citi’s recognition as the largest and best in class NBFI TTS provider. Maintain leading edge expertise of the industry and regional competitive environment
Control and Compliance – Maintain a pristine control environment for all issues related to business management, compliance, regulatory requirements such as KYC, documentation, and training
Develop target list of underpenetrated names to actively focus on with a “Hunting License” for growing new cash business though unsolicited bids
Work with Implementations/account managers to ensure deals closed our implemented effectively and efficiently to ensure revenue realization and ramp-up
Strong marketing and selling skills & customer service orientation
Organisational and interpersonal skills

Icg-non-bank Financial Institutions Sector Cash Management Sales Resume Examples & Samples

Portfolio Management and Optimization – Develop deep relationships with key global and regional clients. Retain clients and grow volumes/values. Identify cross sell opportunities with clients
Manage and partner with Banking, as appropriate, on all relevant aspects of Client Credit Risk (including credit appetite/credit commitment/returns)
Experience working with NBFI sector
Recognized for her / his execution skills and known within the Commercial Cards market externally

Icg-country Non-bank Financial Institutions Sector Cash Management Sales Resume Examples & Samples

Develop target list of underpenetrated names to actively focus on with a “Hunting License” for growing new cash business through unsolicited bids
Work with Implementations to implement won deals effectively and efficiently to ensure revenue ramp-up and realisation
Attend regular team and sales management meetings to report on performance
Recognized for her / his execution skills and known within the NBFI market externally
Excellent interpersonal skills to deal internally and externally with clients

Cash Management Sales Associate Resume Examples & Samples

Develops sales, prospecting and closing strategies
Sells Citi product sets/solutions into mid and large companies
Possess full industry knowledge and understanding of competitors? products compared to Citi offerings. Meets/exceeds sales volume/margin objectives
Evaluates complex and variable issues with substantial potential sales impact
Applies in-depth sales knowledge and industry expertise in the development of new sales techniques
Works with Citi affiliate partners to drive incremental business
Possess knowledge of client level P&L and a high degree of financial acumen
Maintains knowledge of contract terms and conditions and negotiates complex and variable contracting issues
Ensures execution of prospect business plans to include: prospect implementations, ongoing growth / expansion activities
Introduce new products / services and other business building programs
Undergraduate business degree or equivalent work experience
Strong sales skills
Should have a minimum of 2-3 years of experience in banking
Strong process and analytical skills
Attention to detail, ability to manage business within strict Regulatory and Compliance guidelines
Proven track record of meeting/exceeding goals
Transaction and process driven
Must have a sharp business development focus and demonstrative innovative approaches
Must be a self-starter, someone who demonstrates by getting out in the marketplace with an entrepreneurial drive
Must have solid written and presentation skills
Should be able to effectively interact with a variety of internal and external constituencies
Must be results oriented and move fast to meet customer and banker needs

Corporate Banking Cash Management Sales Resume Examples & Samples

European Cash Management (Essential)
Euro Clearing Services (Essential)
Global Cash Management
International Banking Knowledge
Treasury Foreign Exchange Knowledge
Relationship Management experience
Degree graduate in a business discipline or similar
Association of Corporate Treasurers Cert. C.M. qualification
ACIB
Clean driving license
Ability to communicate with all levels of management both within the Company and at the client e.g. Ministers, Senior Civil Servants, Financial Directors, Treasurers (Essential)
High level of oral and written communication skills
Presentation skills, including public speaking
Willingness to travel and work unsociable hours
Negotiation / Persuasion Skills
Additional European language

Icg-non-bank Financial Institutions Sector Cash Management Sales Resume Examples & Samples

Convert pipeline into sales revenue
Lead and prepare client sales closing presentations
Work with Implementations to implement won deals effectively and efficiently to ensure revenue ramp-up and realization
Actively share with Product Management Team market updates and the competitive environment to enable Citi to maintain its competitiveness
Recognized for her/his execution skills and known within the Commercial Cards market externally

Liquidity & Cash Management Sales Manager Resume Examples & Samples

Work in consultation with sales personnel to market customized, cross-border and domestic cash management solutions to US-parented multi-national companies to generate Group-wide income. Provide support in the cross-sell of other Company and Group products to customers as appropriate
Work closely with sales personnel on all aspects of portfolio management, including assisting with product presentations and proposals, creating targeted marketing plans, generating and analyzing appropriate management information to measure the effectiveness of the portfolio and facilitating minor customer service and implementation aspects
Respond to and resolve customer inquiries, particularly as required by Sales Officer absence. Accompany on customer calls as required
Assist in development of effective strategies for maintaining and growing Group relationships with current and potential customers to achieve established business objectives
Communicate with Product Management in conjunction with, and on behalf of, the Sales Officers as it relates to customer product and service requirements. Provide assistance in the design and implementation of enhancements to existing products and development of new products to ensure continued delivery of high quality product and service to the customer base
Adhere strictly to compliance and operational risk controls with Company and regulatory standards, policies and practices; report control weaknesses, compliance breaches and operational loss events
Complete other related duties as assigned. Support the Company’s Diversity programs
Minimum of two years proven and progressive corporate banking experience, concentrating on global cash management products or equivalent
Minimum of a bachelors degree in business, finance, economics, related field or equivalent experience
Strong interpersonal, communications, negotiations, analytical, presentation and decision-making skills
Sound understanding of the Group and its global financial capabilities

Senior Cash Management Sales Resume Examples & Samples

Sell Payments & Cash Management products and services
Bank accounts
Domestic and international means of payment
Electronic Banking
Liquidity Management solutions (ZBA and notional pooling)
Domestic and International guarantees
Facilities attached to these products (BACS, O/D, Bonding)
Be the key sponsor to client Cash Management proposals and responses to domestic and international Request for Proposals (RFP)
Liaise closely with Customer Support team to ensure successful on-boarding/ implementation and/or addition of new products and services. The candidate must be a team player and must be cooperative at all times with other member of the PCM team
Monitor and update deals in CRM tool to ensure perfect communication with all the stakeholders
Monitor required credit facilities (BACS, O/D, guarantees)
Launch and sign Credit Applications as first signatory
Comply with risk, regulatory and compliance obligations at all times
Responsibility to act within agreed risk limit
A proven UK and international Payments & Cash Management experience is required
Expert in cash management with proven track record of emblematic/complex cash management mandates
She/he will be an effective team player and possess leadership qualities based on excellent interpersonal and communication skills to build and influence business relationships at all levels of our multicultural organisation
Strong analytical and organizational skills (be able to have an analytical mind to propose effective and customer-oriented solutions)
Strong knowledge of the regulatory environment
Flexibility, adaptability: ability to manage change and innovation
Ability to make decisions
A previous experience in Corporate Relationship Management involving counterparty risk analysis and monitoring would be advantageous
Expertise in payment systems in the UK (CHAPS, BACS, Faster Payments)
Proficient with Microsoft (Excel, PowerPoint, Word)

UK Domestic Cash Management Sales Manager Resume Examples & Samples

The Cash Management Officer is evaluated upon
Ability to assimilate knowledge quickly in a rapidly changing environment
Commitment to Customer Service
Self motivation, Pro-active, flexible and innovative
Time and priorities management with a flexible approach to working hours

VP, Alternatives, Cash Management Sales Resume Examples & Samples

Sourcing new business and the development of existing client relationships with US hedge fund and private equity firms
Assisting in the development of relationships BlackRock currently has within the bank and prime brokerage channels
Educating clients on the new regulatory landscape for the money market industry and helping to identify and provide alternative investment solutions that support their needs
Understand the nuances of US regulations which may drive short term assets off bank balance sheets and into BlackRock’s liquidity solutions
Work closely with portfolio management and strategy teams to generate new business opportunities
Travel to attend client and prospect meetings together with industry conferences and events
Strong network of clients and senior relationships in the Alternatives industry
Commercial Orientation – a demonstrated track record of successfully developing new business while working in a team structure
An understanding of the broader economic and regulatory landscape affecting client investment activities (specifically Basel III, US money market fund reform etc)
5-10 years relevant experience within financial services
Holds a Series 7 & 63 licenses
Proven track record in client segmentation and sales execution
Experience in a sales or business development role
Ability to access and leverage relationships
Proven Contributor to a sales team
Strong client management skills

ICG Non-bank Financial Institutions Sector Cash Management Sales Resume Examples & Samples

Execute NBFI sales strategy for the region in conjunction with global and country partners
Portfolio Management and Optimization – Develop deep relationships with key global and regional clients
Identify cross sell opportunities with clients
Market Presence – Be an ambassador and evangelist for Citi in the region with clients, partners, and industry forums to continue to drive Citi’s recognition as the largest and best in class NBFI TTS provider
Maintain leading edge expertise of the industry and regional competitive environment
Ownership and Leadership – Act as a steward of the business and strongly influence its strategy and market leadership as a key business member of the regional and global sales team
Be the TTS senior client champion on all major transactions to drive wins, revenue realization and wallet penetration
Market Development – Develop a Client focus strategy for all key clients and sub sector targets. Identify new flows and market plays for the extension of TTS products
Meet all Sales Management goals tied to pipeline management (CRM), Deal Review and Implementation Project Kick-Offs
Work with Implementations/account managers to ensure deals closed our implemented effectively and efficiently to ensure revenue realisation and ramp-up
Strong marketing and selling skills and customer service orientation
Proven sales track record and demonstrated people management success
Able to design innovative client sales growth plans and execute
Recognized for her/his execution skills and known within the NBFI market externally
Ability to manage in a global matrix environment
Citi is an Equal Opportunities Employer

Cash Management Sales Associate Resume Examples & Samples

Works with the Cash Management Sales Officers in supporting the business development activities to drive revenue including building proformas, pitch books/powerpoint decks, prolixity studies and other administrative duties 40%
Oversee the Cash Management Officer Pipeline and insure smooth onboarding of existing customers via partnership with the Implementation Team 15%
Make outbound follow-up calls to customers post implementation as part of the Voice of the Customer satisfaction program in support of the CMSO as needed 15%
Respond to daily client maintenance requests and research issues with urgency 15%
Identify cross-sell opportunities within the portfolio when interacting with customers. 5%
Works with Cash Management Sales Officers, Telesales and Cash Management Director on Risk Management and other ad hoc Projects as they arise. 5%
Manage the monthly expiring exception ECR & pricing as well as the new business Exception Pricing and ECR process as well as rebates 5%
Bachelors or Equivalent Business Experience
Between 3 and 5 Years Banking Experience
Technical Qualifications & Skills: Proficient in Power Point, Excel & Word IV
Ability to work effectively with other team members across the Bank at all levels
PC proficiency; ability to develop spreadsheets and software to support sales efforts
Prior sales experience with commercial and/or Business Banking clients. Experience with client problem resolution and the ability to multi-task and work well under tight deadlines

Cash Management Sales Assistant Resume Examples & Samples

Liaison between clients and Sales Manager. Communicates client needs to the Sales Manager and provides clients with appropriate solutions and cash management service products under the guidance and directions of the Sales Manager
Provide support to the Sales Manager by preparing presentation materials and proposals. These materials are in Power Point, Excel or Work to cater to the sales team’s needs
Provides customer assistance by supporting sales staff with fee schedules and basic cost analysis projects
Work closely with the product team to gather information and updates regarding enhancements, and pricing for the sales team
Prepare CMS agreements and other related paperwork for clients. Follow up with the clients to ensure that we obtain completed documents in a timely manner to meet the deadline for the service to be implemented
Update Sales Manager on the pending items. Keep track of the record of progress on pending items and sales result and update Weekly CMS sales report for the progress weekly, and alignment with goals and sales strategy
Occasionally may be needed to perform client E-Moneyger demonstrations in order to present SMBC CMS products
Serving as a backup to CS Associates, will work with Product Team for implementation process on new products and services
Through internal meetings, the Sales Assistant will keep abreast of any changes or enhancements of products and communicate any client enhancement or product needs to the Sales Manager and Product Team
Adhere to internal bank sales procedures, policies, and strategies as laid out by GTBD and sales management as well as bank regulatory and compliance matters
2+ years of experience in a customer service or sales role, preferably with a bank or other financial institution
Cash Management or Treasury services experience/knowledge and working knowledge of corporate sales in the cash management industry preferred
Experience in creating presentation material
Knowledge and experience working with cash management products and solutions or cash management related systems is a plus
Must be fluent in English and Japanese, addition of Spanish desired, and experience working with Japanese/Spanish companies/customers is plus, but not a requirement

Cash Management Sales Resume Examples & Samples

Aptitude to gather, compile, interpret, analyze, summarize and evaluate information and data to identify sales opportunities, formulate conclusions and recommended actions
Capacity to set priorities, objectives and goals
Robust understanding of accounting principles, financial concepts, payment processing and business/commercial banking operations
Thorough understanding of the practices and regulations that govern the banking industry and the effects of federal, state and local regulations affecting cash management activities
Wide-ranging understanding of the principles and practices related with the analysis of business operations and depository activities
Minimum four years of cash management sales experience in a financial services environment required with community bank experience being preferred
Minimum two years experience in self-sourcing/developing, managing, supporting small to medium business account relationships required
Skillful in the use of host and PC based software applications
Awareness of current industry issues and competitive products and services
Knowledge of sales techniques and principles to successfully market cash management services
Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) designation preferred

Head of Cash Management Sales Resume Examples & Samples

Possesses and maintains broad industry knowledge and understands the competitive landscape to position BOTW opportunities appropriately to gain market share and enhance shareholder value and increase customer satisfaction
Develops both long-range and short-term plans for the promotion and distribution of all cash management products and services, including working with product management for business cases for new product development
Works with senior line management to develop initiatives and goals to meet the overall strategic objectives and competitive needs of the Bank
Manages employees directly and through subordinate managers, including selection, resource allocation, and performance management
Partners with Account Management Coverage teams and Lines of Business to position and sell cash management products and services
Coordinates with Cash Management Consultants, Coverage and Product Management all activities related to new sales strategies, sales transformation plans, pricing, and targeted product campaigns for revenue opportunities
Develop sales scorecards in partnership with Coverage and Executive management to promote the right activities and behaviors for revenue maximization
Responsible for adhering to all bank policies and procedures, including vendor relationships, and customer acquisition
Actively manages the sales pipeline, recommending appropriate action for revenue realization. Contributes to executive management reporting and presentations to monitor the health of the business
Manage relationship with BNP Paribas Cash Management Business Line to partner, market, & implement solutions
Experience and the ability to recruit, mentor and develop talented team members is essential. Someone who is entrepreneurial, visionary, who enjoys building out a strong sales organization would be ideal
15+ years of directly related cash management sales experience in commercial and consumer banking
Experience leading a large team of Cash Management Sales Consultants is essential
Leadership and Management; Must have 10+ years of direct management experience
Thorough knowledge of cash management services and products, including industry trends, competition, vendors, pricing, sales, legal, and regulatory requirements
Top tier sales and negotiation skills
Presentation
Research

Treasury & Cash Management Sales Consultant Resume Examples & Samples

Properly directs non-sales related client needs to the apporiate division for resolution
High School - Required
Master’s/Advanced Degree - Preferred

Senior Cash Management Sales Consultant Resume Examples & Samples

Prepare sales presentations providing a comprehensive solution for clients' cash management needs including product pricing while maintaining Bank profitability
Keeping Relationship Managers informed of product enhancements and developments
Bachelor’s Degree - Required
Required License(s) or Certifications in Certified Treasury Professional (CTP), AAP - Preferred
Requires deep knowledge of job area typically obtained through advanced education combined with experience. Typically viewed as a specialist within discipline. May have broad knowledge of project management
Requires 7 years minimum prior relevant experience

Principal Cash Management Sales Consultant Resume Examples & Samples

Works with Senior Relationship Bankers to develp strategic prospecting, cross-selling and market growth plan. Individually develops prospects for New Business through the sale of Cash Management solutions designed to meet client needs within assigned geography or business segment. Assists RM's with pre-qualifying prospects with Cash Management needs. Collaborate with RM's to stay up to date on client relationships and maintain fluid communication with internal partners to provide seamless service to clients
Develops and maintains strategic plan to meet aggressive growth; develops this plan with in depth knowledge of industry developments
Prepare sales presentations providing a comprehensive solution for clients' Cash Management needs including product pricing while maintaining Bank profitability
Keeps informed of current activities in the industry; recognized leader and expert on topics that support the strategic direction for Cash Management. Provides client feedback and input to product managers for ideas regarding new product development, enhancements and modifications requested or of interest to the market, based on actual client feedback, competitive intelligence and industry trends
Keeping Senior Bankers informed of product enhancements and developments for appropriate account and relationship planning
Maintains call activity and pipeline accuracy in CRM tracking system Dynamics
Required License(s) or Certifications - Preferred
Requires highest knowledge and mastery of multiple job areas typically obtained through advanced education combined with experience. Viewed as the leading expert and/or resource within the field by peers within and outside the organization
Requires 12 years minimum prior relevant experience
Comprehensive knowledge of trends and developments in the industry (digital/payments/receivables)
Recognized leader in the industry with strong reputation for solution development
Planning and organizing Bank product and service knowledge
International Sales

Cash Management Sales Specialist Resume Examples & Samples

Discuss bank products and provide information to business clients and Private Client Groups regarding Cash Management services (i.e. ACH, Lockbox, Positive Pay, Remote Deposit Capture)
Assist Private Client Groups on calls and proposals to existing and prospective clients; follow-up through calls, client visits, and answer questions regarding cash management products, features, and services
Conduct presentations to prospective clients to promote the bank and its services; assist in closing cash management deals with creativity and flexibility
Evaluate client needs, determine product fit, and customize as needed; collect pre-installation data, prepare forms and ensure proper documentation is provided
Conduct testing and implement solutions for new clients before cash management services are rendered
Create and implement customized import specifications as needed (i.e. wire uploads, ACH applications, NACHA csv upload)
Conduct presentations to Financial Centers and Private Client Group to educate employees on cash management product enhancements and product lines
Prepare comparative cash management pricing analysis statements
Troubleshoot product issues and set-ups, create user instructions assist with training as needed
4+ years of relevant experience with Cash Management Products required (i.e. ACH, Lockbox, Positive Pay, Remote Deposit Capture)
Strong knowledge of cash management products and features; experience on-boarding cash management clients, testing, import specifications, business client proposals or conducting presentations
Must have superior client services skills, responsive to client needs; follow through and promptly resolve issues in a pleasant and helpful manner
Strong communication, interpersonal, and presentation skills required (verbal and written)
Organized and focused to drive meaningful results, manage complexity, handle multiple projects and meet operational deadlines
Ability to travel to different locations and client sites as needed (New York City area)

Cash Management Sales Coordinator Associate Resume Examples & Samples

Serves as a secondary contact for the sales consultant within the cash management team
Helps coordinate the cash management consultants calendar
Coordinates ongoing sales activities including training, relationship reviews, client visit
Helps identify cross sell opportunities with existing clients
Associate’s Degree - Required
Bachelor’s Degree - Preferred
Required License(s) or Certifications in CTP, AAP - Preferred
Requires practical knowledge of job area typically obtained through advanced education combined with experience
Requires 3 years minimum prior relevant experience