Cash Management Sales
Posted Updated
Description
Cash Management Sales Specialist
One of the leading financial institutions is seeking a cash Management Sales person who will be supporting the company’s cash management services.
Responsibilities:
- Communicate with sales team and management to find out clients’ needs
- Provide the right solutions and cash management services to the clients
- Prepare marketing materials and proposals
- Obtain updates from the sales team regarding the clients and the services/products
- Prepare agreements and paperwork for clients and follow up with them if necessary
- Track on-going projects and pending items
- Perform client E-Moneyger demonstrations
- Work with the product team on how to implement the new products
- Maintain compliance to the bank procedures and policies
- Perform other related tasks as requested
Requirements
- 5 years experience in customer services/sales areas
- Experience in banking/financial sectors preferred
- Knowledge of cash management services and products (E-Moneyger, Remote Deposit, and ACH Systems and general banking services and operations)
- Excellent communication skills
- Excellent customer services skills
- Ability to work under pressure
- Cash management or treasury services experience as well as corporate sales in the cash management industry preferred