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Copy of Cash Management Sales Officer

Company: Avidia Bank
Location: Westborough
Posted on: February 23, 2021

Job 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:

  • Provide customers and prospects with a high level of expertise in assessing their business needs and nurturing their banking relationship.
  • Actively sell cash management services through business development calls and the referral network including branch banking. Cross sell all applicable bank services and promote commercial accounts in conjunction with the commercial relationship managers and branch managers.
  • Generate custom proposals and respond to provided Requests for Proposals (RFPs) when appropriate.
  • Meet regularly with existing bank customers to ensure proper servicing of accounts and to expand business relationships.
  • Assist with resolution of service and operational issues for cash management clients. Interface with customers and bank employees as necessary to resolve issues and provide solutions.
  • Remain current with cash management industry trends.
  • Support 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.
  • Serve as a member of various bank committees and project teams in relation to evaluating product efficiencies, changing procedures, and resolving quality control issues.
  • Represent the bank through participation in various community and industry related activities. Actively promote interest in the bank wherever and whenever possible. Other Responsibilities: Perform related and unrelated duties as may be required.
    • Bachelor's degree or an equivalent combination of education and work experience plus specialized training in treasury management and cash management products and services.
    • Five years of progressive banking experience including support of cash management and/or other commercial banking products and services.
    • Excellent analytical, organizational and interpersonal skills.
    • Ability to multi task and work in a fast-paced environment.
    • 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.
    • Knowledge and understanding of treasury management technology and banking core processing systems including RDC tools, business internet banking interfaces, etc.
    • Ability to use business software applications including Microsoft Office Suite, databases, CRM systems. Experience with Sales Force is a plus.
    • Travel is required to call on prospect and existing customers. Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled Member FDIC/DIF


Keywords: Avidia Bank, Worcester , Copy of Cash Management Sales Officer, Executive , Westborough, Massachusetts

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