Inside Sales Cash Management Consultant

CoBank•Greenwood Village, CO

7d•Hybrid

About The Position

Executes cash management solutions sales for Regional Agribusiness direct, Association, Rural Infrastructure and Corporate Finance customers in partnership with Territory Sales Consultants. Assesses customer needs and identifies potential cash management solutions to support the development of new cash management customers, and the expansion and retention of existing cash management customers. Assists lines of business by serving as a trusted advisor for the customer. Leads risk assessment associated with potential solutions.

Requirements

Bachelor's Degree required
5 years of relevant experience required

Nice To Haves

2 years of prior experience in sales, cash management, relationship building, banking software, or financial analysis preferred

Responsibilities

Inside Sales Cash Management Consultant will typically partner with the assigned Territory Cash Management Consultant(s) to execute sales to customers with simpler Cash Management needs.
Demonstrates pro-active approach in managing and identifying cash management opportunity leads within the existing portfolio for expansion and retention efforts, and in working with territory consultants regarding their targeted prospects for acquisition efforts.
Collaborates with territory consultant and RMs to develop specific strategies for on-going marketing plans and promotional efforts.
Conducts sales activities primarily via phone and video calls.
Serves as the trusted adviser for customers with cash management needs.
Performs various activities in support of the sales function, including (but not limited to) calling customers, conducting relationship reviews for customers with cash management needs, participating in both internal and external meetings, participating in educational sessions for relationship managers, customers, and associations.
Collaborates and maintains communication with territory consultants, relationship managers and internal partners to stay up-to-date on customer relationships and provide seamless service.
Prepares sales presentations which provide recommendations for customers’ cash management needs.
Assist territory consultants to prepare cash management presentations for internal lines of business and Farm Credit System Associations.
Updates the Customer Relationship Management (CRM) system on sales calls, pipeline stages, customer reviews, etc. for both new and existing cash management customers and prospects, supporting territory consultants and management and enabling current and accurate report generation on projected revenue growth by line of business, portfolio management priorities, and initiatives.
Works with assigned territory consultants and relationship managers to manage and grow the portfolio through effective referrals and collaborative customer service.
Executes business plan developed by the Territory Consultant for assigned portfolio that is aligned with production key performance indicators (KPIs), and consistent with overall bank objectives.
Performs timely follow-up on newly implemented cash management services to address any concerns and ensure customer satisfaction.
Monitors the implementation process, including the preparation of required agreements.
Creates customer relationship revenue estimate in Customer Relationship System, spend, and opportunity analyses for key accounts, and prepares, manages, and executes business and opportunity plans for assigned customers in order to meet business objectives and bank revenue.
Assist territory consultant to prepare and participate in responses to Requests for Proposals (RFPs) for new business, coordinating with relationship managers.