CM Sales Analyst

Choice Bank•Bismarck, ND

About The Position

The Cash Management Sales Analyst 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 the CMO to develop proposals and sales presentations, and participates in pre- and post-sale activities, including coordinating pre-call plans and call debriefs as requested. The analyst 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 prospective clients. The role also researches and uses technical expertise across multiple systems to communicate and facilitate resolutions and solutions.

Requirements

Minimum of 0 to 1 years of relevant experience with 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

Preferred experience or exposure to Cash Management products and sales.

Responsibilities

Take ownership of tasks and responsibilities, stay organized while managing multiple requests, and complete workload efficiently and on time.
Analyze prospect and customer business 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 that support recommendations.
Serve as a primary point of contact, in partnership with the CMO, for complex business customers’ daily deposit and Cash Management needs, responding promptly and professionally.
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 initial and ongoing 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 the configuration of accounts, products, and applicable fees for new and existing customers after Cash Management Operations has created them.
Perform other duties and special projects as needed to support objectives and smooth day-to-day operations, adapting to changing priorities and organizational needs.
Support CMOs with revenue-generating and client-retention activities, including proposal and sales-presentation development and pre- and post-sale coordination.
Present and facilitate sales of Cash Management products to existing and new clients when supporting a portion of a CMO portfolio.
Research across multiple systems and use technical expertise to facilitate and communicate resolutions or solutions.