CM Sales Analyst

Choice Bank•Bismarck, ND

About The Position

The Cash Management Sales Analyst (CMSA) supports Cash Management Officers (CMOs) with revenue-generating and client-retention activities related to the sale of complex cash management and deposit products and services. The role works closely with CMOs to develop proposals and sales presentations and participates in pre- and post-sale activities, including coordinating pre-call plans and call debrief sessions as requested. The CMSA may support part of a CMO’s portfolio and may independently present and facilitate sales of cash management products, such as business online banking and positive pay packages, to existing and new clients. The position also uses technical expertise across multiple systems to research, communicate, and facilitate resolutions or solutions.

Requirements

Minimum of 0 to 1 years of relevant experience with the requisite competencies.
Experience in customer service, call centers, and/or banking, or equivalent education in communications, sales, business, or a related field.
High school diploma or equivalent.

Nice To Haves

Experience or exposure to cash management products and sales.

Responsibilities

Take ownership of tasks and responsibilities, stay organized while managing multiple requests, and multitask to complete work accurately and on time.
Analyze prospect and customer activities to develop tailored product and service recommendations.
Compile data for complex customer reviews and conduct reviews for small- to medium-sized business customers.
Design professional presentations to support recommendations.
Respond promptly and professionally to complex business customers as a primary contact for daily deposit and cash management needs, in partnership with the CMO.
Create and maintain CRM records to manage opportunities and file maintenance requests for the CMO and the analyst.
Support opening and servicing deposit accounts for large, complex business customers.
Draft and execute online banking agreements for new and existing business clients.
Provide proactive recommendations to large business prospects and customers based on analysis of their industry, activities, and business model needs.
Oversee onboarding for large customers using multiple systems.
Educate, troubleshoot, and service complex business customers, using product and service knowledge to direct them to appropriate bank resources.
Verify that accounts, products, and applicable fees are configured correctly for new and existing customers after CM Ops creates them.
Perform other duties and special projects as needed to support objectives and smooth day-to-day operations.
Adapt to changing priorities and organizational needs.