Job Summary:

The Cash Management Sales Officer is responsible for identifying, analyzing, selling and supporting cash management products and services to established business customers and targeted prospective commercial and corporate clients.


Essential Responsibilities:

Works closely with relationship officers in attaining service charge and deposit goals

Analyzes the profitability of existing business relationships / prospects and the price structure

Analyzes financial statements of the company to determine the banking products and services that best meet their needs.

Solidify customer retention efforts by providing a superior level of customer service

Assesses customer needs and recommends effective strategies

Participates in on-boarding process of new clients

Visits prospects

Negotiates pricing to optimize profitability of product or service solution...