Cash Management Sales Associate

Kennebec Savings Bank • Portland, ME

91d

About The Position

This position is responsible for assisting Bank customers with applications and agreements for Cash Management (CM) services; supporting CM customers with installation of equipment and related services; addressing the day to day service needs of the Bank’s existing business customers; providing guidance to Bank employees on CM related matters and sharing extensive knowledge of Bank services; building and maintaining relationships with business customers in connection with CM services; and supporting the Cash Management Officer(s) and Director of Cash Management.

Requirements

• High school graduate, College degree (or equivalent years of experience) preferred.
• 1 to 3 years' experience in personal or commercial banking and general banking experience.
• Computer literate, with experience in bank platform software (such as Fiserv or equivalent Bank software); proficient in Microsoft Word and Excel.
• Experience with loan processing/document generating systems desirable.
• Must be able to lift files and other documents of approximately 20 pounds.
• Must be able to read and work with printed reports.
• Must be able to stand or sit for extended periods of time.
• Must be able to spend extended periods of time working on a computer.
• Must be able to use the telephone; must be able to communicate clearly by telephone; must have good listening ability and skills.
• Must be able to prioritize and organize workflow; must have good attention to detail; must be able to handle multiple tasks.
• Must have the ability to think through a problem, following proper steps in finding a resolution.
• Must have a high degree of ethics and maintain confidentiality of customers and accounts.
• Must be friendly, courteous, and sensitive to the needs of customers and coworkers.

Responsibilities

• Assist Bank customers with applications for CM services and provide agreements for CM.
• Ensure proper documentation is accurately completed, sent to customers for execution and then coordinate with the Business Banking Support team for implementation and training.
• Respond to customer and employee inquiries regarding Cash Management products, services, and account status.
• Prepare and finalize sales proposals and relationship review documents for both new and existing customers.
• Ensure the Bank maintains strong and positive relationships with its business deposit and CM account customers.
• Coordinate merchant processing services through the banks third party vendor.
• Maintain knowledge of current KSB products and services.
• Participate in community organizations and events.
• Handle telephone inquiries and provide information to customers, vendors, and other departments in a professional and courteous manner.
• Attend and participate in Bank meetings and training to improve skills and knowledge relevant to the position.

What This Job Offers

• Education Level: High school or GED