Collaborate with partners to expand and retain business and commercial clients, maintaining and managing cash management services
Job Summary
Collaborate with partners to expand and retain business and commercial clients, maintaining and managing cash management services.
Prepare, deliver, and review agreements while adhering to all Risk policies and procedures, including QV and Risk Testing initiatives.
This role involves generating cross-sell leads, participating in bank initiatives, and partnering with internal stakeholders to address complex client needs.
Matching Summary
Collaborate with partners to expand and retain business and commercial clients, maintaining and managing cash management services.
Salary
Base: $69,000.00 - $105,000.00 annually; Bonus/Equity: Eligibility for incentive compensation; Benefits: Not specified
Skills & Requirements
Must-have
Cash management services
Client service experience
Risk policies and procedures
Cross-sell lead generation
Internal stakeholder collaboration
Microsoft Office Suite
Nice-to-have
Ethical business conduct
Client-focused solutions
Presenting to stakeholders
Key Requirements
3+ years cash management experience
Bachelor's Degree or equivalent experience
3+ years Commercial Banking experience
Certified Cash Manager (CCM) or Certified Treasury Professional (CTP)