Small Business Cash Management Advisor

key-crypto.cloud

Portland, Oregon, US
Base: $27.40 - $41.83 ph; bonus/equity: incentive ...
Fully remote
Cash management products and services
Client relationship building
Financial statement analysis
The Small Business Cash Management Advisor partners with Retail Branch teams to acquire, expand, and retain business clients with fundamental to advanced cash management needs

Job Summary

  • The Small Business Cash Management Advisor partners with Retail Branch teams to acquire, expand, and retain business clients with fundamental to advanced cash management needs.
  • Essential functions include collaborating with Retail Branch teams to educate on cash management products, supporting identification of opportunities, and enhancing branch confidence through joint calling efforts.
  • This position is eligible to earn a base hourly rate in the range of $27.40 - $41.83 per hour, plus incentive compensation and benefits.

Matching Summary

The Small Business Cash Management Advisor partners with Retail Branch teams to acquire, expand, and retain business clients with fundamental to advanced cash management needs.

Salary

Base: $27.40 - $41.83 per hour; Bonus/Equity: Incentive compensation; Benefits: Eligible for benefits

Skills & Requirements

Must-have

  • Cash management products and services
  • Client relationship building
  • Financial statement analysis
  • Sales proposal development
  • Banking regulations and compliance

Nice-to-have

  • Proactive client engagement
  • Strategic decision-making
  • Risk mitigation strategies
  • Collaborative team environment

Key Requirements

  • Associate's Degree or equivalent experience
  • 1 year client focused experience
  • 1 year financial statement interpretation

Work Rights

Not specified

Tailored Resume

Cover Letter