Cash Management Sales Associate

CoBank • Greenwood Village, CO

3d • Hybrid

About The Position

The Cash Management Sales Associate (CMSA) provides foundational support to Cash Management Sales Consultants as they retain, grow, and acquire Cash Management Solutions customers. The role collaborates with Consultants, Banking Group Relationship Managers, Bank Operations, CMS Customer Service and Implementation teams, and other internal partners. Success requires a strong customer focus, knowledge of the Bank’s CMS sales procedures and products, and an understanding of service operations and pricing.

The CMSA researches customer and industry information, prepares sales presentations and proposals, coordinates client review materials, and maintains sales pipeline and tracking information. The role supports customer retention and portfolio growth, develops pricing pro formas, coordinates post-sale implementation documents, and helps ensure a positive customer experience. It also involves building internal partnerships, coordinating stakeholder communications, following bank policies and risk protocols, and identifying opportunities for cross-selling and new business.

The position requires a bachelor’s degree in a related field, or substitution of the degree with two years of related experience in addition to the role’s minimum experience requirement. One year of experience in banking, finance, client support, or sales-related work is required. The role also calls for financial modeling knowledge, strong organizational, analytical, communication, presentation, and interpersonal skills, and proficiency with Microsoft Office, spreadsheets, and database applications.

The base pay range is $76,100–$87,100. The position is eligible for a discretionary annual incentive program based on organizational and individual performance. CoBank describes a hybrid work model with flexible arrangements for most positions. Applicants must be authorized to work for any U.S. employer; visa sponsorship is not available.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, Economics, Agribusiness, or a related area; a bachelor’s degree may be substituted with two years of related experience in addition to the role’s minimum experience requirement.
• One year of experience in banking, finance, client support, or sales-related roles.
• Knowledge of financial modeling techniques and preparation of pro forma financial statements.
• Strong time management and organizational skills.
• Ability to work independently and collaboratively in a team environment.
• Strong customer service orientation and ability to work effectively with external customers.
• Strong analytical, decision-making, and problem-solving skills.
• Excellent verbal and written communication and presentation skills.
• Excellent interpersonal skills, including the ability to influence, build consensus, and maintain effective working relationships with stakeholders at all levels.
• Knowledge of Microsoft Office applications, including Word, PowerPoint, and Excel, with advanced ability to use spreadsheets and database applications.
• Ability to learn quickly, adapt to a fast-paced setting, and work as an energetic self-starter.

Responsibilities

• Prepare for upcoming calls and research industry and client data to identify trends and needs.
• Lead the creation of sales presentations and proposal materials tailored to customer needs.
• Coordinate materials and research internal and external data for client reviews.
• Update pipeline management, sales tracking, call reports, and follow-ups; learn and use Bank source systems.
• Support Sales Consultants in retaining and growing the customer portfolio and meeting growth goals.
• Develop pricing pro forma summaries for CMS product sales and apply knowledge of fee schedules, profitability, and pricing strategies.
• Focus on customer experience and understand service escalation timing and implementation processes.
• Lead collection of post-sale customer implementation documents and coordinate with the CMS Implementations team.
• Build effective working relationships with CMS Support, Product teams, Operations, and other internal partners.
• Coordinate internal stakeholder meetings, document action items, and distribute follow-ups and updates.
• Learn and follow bank policies, compliance requirements, and risk management protocols.
• Identify cross-sell opportunities, prospect, and develop new business.
• Participate in mentorship and learning opportunities to prepare for future career advancement within Cash Management.

Benefits

• 15 days of vacation, 10 paid sick days, and 11 paid holidays.
• Competitive compensation and incentive opportunity.
• Medical, dental, vision, disability, AD&D, and life insurance coverage.
• Associate training and development through CoBank University.
• Tuition reimbursement for higher education.
• 401(k) matching up to 6%, an additional 3% non-elective contribution, and student loan match.
• Community-impact opportunities, including United Way Angel Day, Volunteer Day, and Associate Directed Contribution.
• Associate Resource Groups focused on respect and inclusion.
• GEM awards for recognizing fellow associates.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level