Cash Management Specialist
Company: Availa Bank
Location: Ankeny
Posted on: January 19, 2023
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Job Description:
Availa Bank
Description:
EEO/AA employer CASH MANAGEMENT SPECIALIST POSITION SUMMARY The
Cash Management Specialist is responsible for generating deposit
growth and fee income by assisting in the development of new
business relationships and expansion of existing relationships
through a professional and consultative sales approach. Responsible
for the direction, sale and support of cash management services to
business clients. Portfolio typically consists of clients with
large, complex banking relationships, utilizing multiple cash
management products and services.
Requirements:
CASH MANAGEMENT SPECIALIST PRIMARY RESPONSIBILITIES AND
ACCOUNTABILITIES 1. Develop strategic sales plans and promote sales
through regular client meetings and discussions covering new
products, market and industry developments. 2. Responsible for
sourcing new relationships and proactively developing new business
within an identified portfolio or market area. 3. Manage a growing
portfolio of cash management clients. Train clients on utilizing
selected products and provide ongoing support. Ensure portfolio
adheres to policy guidelines on risk, diversification, and
liquidity. 4. Performs analytical analysis pertinent to service
changes, balances, contractual agreements, etc. in support of sales
efforts by bankers, as well as preparing monthly and quarterly
management reports for profitability analysis. 5. Provides solution
training and ongoing education to branch and other team members who
engage with commercial prospects and clients. 6. Leads pricing and
negotiation discussions with the client for deposits and cash
management products to optimize relationship profitability for the
portfolio. 7. Provide a high level of customer service by assuring
that the products meet the client's expectations. This position
will act as a liaison between the client and the operations area to
make certain all client needs are met. 8. Responsible for new
product and service setups for Cash Management clients including,
Online Banking, ACH, Wire, Remote Deposit Capture and similar
services. 9. Assist clients with routine sales inquiries (answering
questions on products, processes, and procedures), research,
investigations, wire transfers, etc. 10. Makes recommendations to
bank leadership on strategy and new initiatives, based on an
in-depth understanding of the business, relevant industry
verticals, growth opportunities and market conditions. Implements
change in response to shifting conditions and evolving client
needs. 11. Performs key client annual reviews, which will include
Cash Management, Corporate Cards and Merchant products, pricing and
operational risk updates. Identify, manage and mitigate operational
and financial risks associated with the delivery of cash management
solutions. 12. Participates in weekly sales meetings and frequent
daily travel to other office locations required. CASH MANAGEMENT
SPRECIALIST ROLE QUALIFICATIONS: Education
Keywords: Availa Bank, Ankeny , Cash Management Specialist, Accounting, Auditing , Ankeny, Iowa
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