Key skills
Communication
About this role
Role Overview
- Collaborate with partners to expand and retain business and commercial clients
- Maintain and manage cash management services, including project completion and tracking
- Prepare, deliver, and review agreements
- Conduct research to support ongoing client needs
- Generate cross-sell leads and participate in regular bank initiatives
- Partner with internal stakeholders to address complex client needs
- Analyze information from various sources to draw conclusions and develop solutions.
Requirements
- Bachelor's Degree or equivalent experience (required)
- 3+ years of cash management experience (required)
- 3+ years of Commercial Banking experience (preferred)
- Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) (preferred)
- Expertise in treasury/ cash management products and services.
- Strong verbal and written communication for client engagement.
- Comfortable presenting to clients and internal stakeholders.
- Skilled in Microsoft Office in Word, Excel, and PowerPoint for business tasks.
Benefits
- Eligible for incentive compensation which may include production, commission, and/or discretionary incentives.