Treasury Management Solutions Officer Sr - Business Banking


: $108,410.00 - $108,410.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

Cash Management Business Banking serves the cash flow needs of businesses with annual revenue between $500,000 and $20 million. The Cash Management Solutions Officer Sr. (CMSO Sr.) is responsible for identifying, proposing and delivering appropriate Cash Management products and solutions to customers and prospects over the phone. Business Relationship Managers (BRM s) look to the CMSO Sr. to be their trusted Cash Management advisor.
Works with relationship managers to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
Leverages expert knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank
Conveys a professional, knowledgeable and confident demeanor over the phone
Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers
Aligns daily activities to drive strategic business objectives
Engages in a disciplined marketing process and quality call activities
Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Cash Management products
Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results
Assists as a resource and advisor for new and/or junior CMSO s Experience / Knowledge:
Three + years experience in Cash Management Marketing or related business experience
Solid Cash Management product/solution knowledge
Bachelor s Degree in Finance or related fieldCompetencies
Relationship Building Ability to build strong relationships with clients and internal partners via the phone. Ability to influence those outside of direct Management control.
Marketing Expertise Ability to leverage expert knowledge to proactively and creatively present solutions to clients and prospects.
Business Acumen Ability to understand the overarching Cash Management business environment both internally and externally. Ability to drive business results in alignment with strategic objectives.
Time Management Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.
Judgment and Professionalism Ability to make sound decisions that consider and balance the needs of the customer and the bank. Ability to display professionalism in written and oral communications, both internally and externally.
Drive and Motivation - Ability to demonstrate tenacity, focus, and discipline to accomplish results.
Associated topics: banker, banking solution, loan review, loan review officer, loan servicing officer, mortgage underwriter, officer, personal banker iii, relationship, sell * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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