Cash Management Business Banking serves the needs of businesses with $5 million to $20 million in annual revenue. The Senior CMC is responsible for delivering cash management products and solutions to customers and prospects, identifying needs and providing appropriate solutions. The Senior CMC plays a key role in the field organization, building relationships with our clients and prospects as their trusted Cash Management advisor and partnering with the Relationship Manager to deliver an exceptional client experience while mitigating risk.
Works with bankers to drive the development of new profitable cash management business while maintaining and growing the existing portfolio.
Serves as a trusted advisor and uses expert knowledge to recommend and promote cash management solutions to client/prospects to best serve their cash flow needs while still working within risk parameters that protect the bank.
Build collaborative internal relationships to develop and leverage partnership with assigned bankers. Actively participate in partner meetings and communicate key cash management messages. Drive strategic business objectives.
Manages a disciplined marketing process and engages in quality call activities.
Manages customer expectations by communicating upfront timelines and deliverables and partnering with client to successful implement cash management products.
Protects the firm by applying sound risk management protocols and adhering to regulatory requirements.
Takes ownership of escalated Cash Management client issues and leverage resource infrastructure to champion resolution.
Serves as resource and advisor for new and/or junior Cash Management Consultants.
Seven + years experience in Cash Management Marketing or related business experience
Seven + years of Cash Management expert product/solution knowledge
Bachelor’s Degree in Finance or related field
Strong verbal and written communication and presentation skills, able to communicate effectively with individuals at all levels, internally and externally
Ability to build relationships with clients and internal partners and influence others without direct control
Uses seasoned judgment and expert marketing protocols to offer comprehensive cash management solutions that best meet clients/ prospects needs. Anticipates market trends and business outcomes to anticipate client needs and present proactive solutions
Establishes and consistently uses a disciplined process to manage time and planning; uses time strategically to accomplish business objectives
Holds a Certified Treasury Professional certification, or has ability to obtain certification