Cash Management Sales Officer jobs in United States
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Park National Bank · 1 day ago

Cash Management Sales Officer

Park National Bank is a community banking institution focused on serving customers and their needs. The Cash Management Sales Officer will identify prospective clients, develop relationships, and recommend cash management products and services while contributing to the profitability of the business line.

AccountingBankingFinancial ServicesLendingRetirementVenture Capital
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Responsibilities

Identify prospective clients; develop relationships, identify and research needs, recommend cash management products and services that solve customer needs
Contribute to fee revenue growth and profitability of business line by assessing appropriate fees and controlling expenditures
Engage Retail and Commercial associates by providing training and developing referral programs and sales incentive campaigns
Development, implementation and reporting of a comprehensive sales plan encompassing prospecting, direct sales, customer service and compliance
Lead sales efforts and prepare documentation for cash management products including: Business Online Banking, Bill Payment, OnSite Express Deposit, Positive Pay, ACH, Automated Lockbox, Virtual Safe, CDARS, Merchant Services, Sweep, Analysis, Business Check Card and Business Credit Card services
Serve as Division leader for merchant services product line
Provide representation on cash management sales task force for Division
Conduct external sales efforts as identified in department goals
Provide assistance with identification, innovation and implementation of new cash management products
Prepare agreements and proposals as needed
Provide ongoing customer service and support to Division customers as well as corporate personnel
Answer customer questions relating to cash management products, services and fees
Actively participate in professional organizations and business, community and civic events
Assume responsibility for customer problems and solve them quickly and efficiently
Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
Deliver a consistent, high level of service within our Serving More standards
Other duties as assigned

Qualification

Cash Management ProductsSales ExperienceBanking ExperienceTechnical ExpertiseInterpersonal SkillsWritten CommunicationVerbal CommunicationOrganizational SkillsLeadership SkillsTeamwork

Required

This role is not eligible for sponsorship
We are open to various levels of experience and compensation will be commensurate based on experience
High School diploma or equivalent required
Five years of banking experience required
Identify prospective clients; develop relationships, identify and research needs, recommend cash management products and services that solve customer needs
Contribute to fee revenue growth and profitability of business line by assessing appropriate fees and controlling expenditures
Engage Retail and Commercial associates by providing training and developing referral programs and sales incentive campaigns
Development, implementation and reporting of a comprehensive sales plan encompassing prospecting, direct sales, customer service and compliance
Lead sales efforts and prepare documentation for cash management products including: Business Online Banking, Bill Payment, OnSite Express Deposit, Positive Pay, ACH, Automated Lockbox, Virtual Safe, CDARS, Merchant Services, Sweep, Analysis, Business Check Card and Business Credit Card services
Serve as Division leader for merchant services product line
Provide representation on cash management sales task force for Division
Conduct external sales efforts as identified in department goals
Provide assistance with identification, innovation and implementation of new cash management products
Prepare agreements and proposals as needed
Provide ongoing customer service and support to Division customers as well as corporate personnel
Answer customer questions relating to cash management products, services and fees
Actively participate in professional organizations and business, community and civic events
Assume responsibility for customer problems and solve them quickly and efficiently
Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
Deliver a consistent, high level of service within our Serving More standards
Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week
Regular travel to be expected to prospect and customers
This position must be able to remain in a stationary position a minimum of 40% of the time, constantly operate a computer 40% of the time, and be able to be in constant communication with customers, prospects, or coworkers to discuss and observe facts and data in order to exchange accurate information

Preferred

Associate degree or higher in business related field preferred

Company

Park National Bank

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Banking is about relationships more than money. We’re a family of successful community banking teams led by strong, local leadership.

Funding

Current Stage
Public Company
Total Funding
unknown
1990-08-31IPO

Leadership Team

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Samir Sanghvi, CISSP, GISP, GSTRT
Chief Technology Officer
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Brady Burt
CFO
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Company data provided by crunchbase