Cash Management Relationship Manager

Job Description

Job Description

SUMMARY/OBJECTIVE:
The Cash Management Relationship Manager is responsible for the development and retention of Cash Management revenue and deposit growth.  In conjunction with Commercial Loan Officers, Business Bankers and Branch Managers, plans and implements a calling program designed to achieve new business and expand the bank’s business deposit account portfolio.  The Cash Management Relationship Manager will demonstrate subject matter expertise and work with business partners to identify prospects for Cash Management Services, prepare proposals, finalize sales and oversee the implementation of services.  The Cash Management Relationship Manager will proactively call on existing business customers to maintain service satisfaction, and to cross-sell additional services. Candidates must perform external sales activities.

• Perform sales and service calls – in person or by phone
• Travel to business offices and other off-site locations
• Gather information for sales proposals and customer implementation
• Preparation of proposals for prospective customers
• Prepare and negotiate customer agreements and set-up forms
• Assist other Cash Management team members with additional duties, as assigned by supervisor

• Five or more years’ experience in bank sales and relationship management (preferably in Cash Management).
• Experience in external sales is required
• Extensive knowledge of cash management products including, but not limited to, online banking, remote deposit, ACH, wires, Positive Pay, Bill Pay products and mobile banking.
• Familiarity with merchant services and credit cards
• Familiarity with bank regulations and procedures
• General computer skills (Word, Excel, PowerPoint, etc.)
• Motivated to succeed
• Ability to work independently as well as a team member
• Excellent interpersonal and communication skills – oral and written
• Excellent with organization and time management
• Bachelor or associate degree preferred

About Northern Bank & Trust Company

Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of over $3 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/).

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