Cash Management Sales Analyst

Cash Management Sales Analyst

The Cash Management Sales Analyst supports Cash Management Officers (CMO) with revenue generating and client retention activities related to the sale of Complex Cash Management and Deposit products and services. The CMSA works closely with the CMO in the development of proposals and sales presentations. Participates in pre- and post-sale activities including coordination of pre-call plan and call debrief sessions as requested. May have direct responsibility for supporting a portion of a CMO portfolio, including independently presenting and facilitating the sale of Cash Management products, such as business online banking, positive pay packages, etc. to existing and new Cash Management clients. Research and use technical expertise on multiple systems to facilitate and communicate resolutions and/or solutions.

Responsibilities

• Demonstrates strong accountability by taking ownership of tasks and responsibilities, maintains an organized approach to manage multiple requests efficiently, and excels at multitasking to ensure timely and effective completion of workload.
• Analyze business prospect and customer activities to develop tailored product and service recommendations.
• Compile data for complex customer reviews; conduct reviews for small to medium-sized business customers.
• Design professional presentations to support your recommendations.
• Respond promptly and professionally to complex business customers as a primary point of contact for daily deposit & CM needs, in partnership with the CMO.
• Create and maintain CRM records to manage opportunities & file maintenance requests for both the CMO and yourself.
• Support the opening and servicing of deposit accounts for large, complex business customers.
• Draft and execute online banking agreements for new and existing business clients.
• Provide initial and ongoing proactive recommendations to large business prospects and customers, based on an analysis of their industry, activities, and business model needs.
• Oversee the onboarding process for large customers using multiple systems.
• Be available to educate, troubleshoot, and service complex business customers, utilizing product and service knowledge to direct them to the most efficient and appropriate bank resources.
• Verify correct configuration of accounts, products, and applicable fees for new and existing customers after CM Ops has created them.
• Performs other duties and special projects as needed to support objectives and ensure smooth day-to-day operations. Demonstrates flexibility in responding to changing priorities and organizational needs.

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 related field.
• Preferred experience or exposure to Cash Management products and sales.
• High school diploma or equivalent

Travel Requirement This position requires travel to support business needs, including team collaboration, internal trainings, and cross-functional initiatives. The frequency and duration of travel will vary based on organizational priorities and team needs.

Cultural Alignment Choice is #PeopleFirst, banking second. People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities.

In contributing to our culture, Choice team members are guided by our core values.

• Embrace change and encourage innovation.
• Know when to ask for help and know when to offer help.
• Better the places we live.
• Work hard. Do the right thing. Have a little fun.

Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values. Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here.

Disclosure This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees.

All employment at Choice Financial Group is "at will" employment. This position description does not create an employment contract, implied or otherwise.

The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience, and geographic location. Full-time employees are also eligible for a competitive bonus and benefits package.

Salary Description $21.30 - $31.95 / hour