Cash Management Sales Officer

Avidia Bank • Westborough, MA

1d

About The Position

The Cash Management Sales Officer supports growth in commercial deposits and cash management products and services by selling, delivering, and servicing these offerings for commercial customers, including businesses, municipalities, and other corporations. The role provides expert guidance to customers and prospects, develops banking relationships, and works with commercial relationship managers, branch managers, and other bank departments to identify opportunities and address customer needs.

The officer also supports internal referrals through outreach and training, contributes to committees and project teams focused on product efficiency, procedures, and quality control, and represents the bank in community and industry activities. Travel is required to meet with prospective and existing customers.

Requirements

• Bachelor’s degree or an equivalent combination of education and work experience.
• Five years of progressive banking experience, including exposure to cash management and/or other commercial banking products and services.
• Knowledge and understanding of business banking, including the proper establishment and maintenance of business accounts.
• Knowledge and understanding of the Bank’s core processing systems.
• Excellent analytical, organizational, and interpersonal skills.
• Ability to work independently, determine priorities, and meet deadlines with general direction from management.
• Goal-driven approach to achieving individual and team goals for customer and portfolio growth.
• Ability to use business software applications, including Microsoft Office Suite, databases, and CRM systems.
• Willingness to travel to meet with prospective and existing customers.

Nice To Haves

• Desire to learn and master all current and future treasury management/cash management products and services offered by Avidia Bank.

Responsibilities

• Assess business needs and nurture banking relationships by providing customers and prospects with a high level of expertise.
• Sell cash management services through business development calls and referral networks, including branch banking.
• Cross-sell applicable bank services and promote commercial accounts in coordination with commercial relationship managers and branch managers.
• Meet regularly with existing customers to ensure proper account servicing and expand business relationships.
• Assist with resolving service and operational issues for cash management clients, interfacing with customers and bank employees as needed.
• Stay current with cash management industry trends.
• Support the Cash Management Sales Manager with outreach and training for bank departments to increase internal referrals.
• Refer sales opportunities to other departments or bank affiliates in support of established objectives.
• Serve on bank committees and project teams addressing product efficiency, procedure changes, and quality control issues.
• Represent the bank through community and industry activities and promote the bank.
• Perform other related or unrelated duties as required.

What This Job Offers

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