Job Description

Description:

The Cash Management Officer (CMO) is responsible for driving sales with revenue generating and client retention activities related to the sale of Complex Cash Management and Deposit products and services. In partnership with business bankers and independently, CMOs develop new business and promote the expansion of existing customer relationships through networking referrals, community involvement and by providing professional, personal customer support services.

Responsibilities

Cash Management Sales & Services

Sell, present and track the sale of Cash Management products. This includes, but not limited to, business online banking, positive pay packages, etc. to existing and new Cash Management clients. Researches and implements technical expertise across multiple systems to facilitate and communicate resolutions and/or solutions. Act independently; interviewing and recommending solutions generally without assistance, exercising knowing when to ask for help and offer help as appropriate. Execute effective sales strategies to drive revenue growth and achieve goals. Implement and executes personal sales action plan to ensure targets are met and organizational strategies are utilized. Build and maintain strong relationships with clients and prospects. Meets with potential clients and grows long-lasting relationships by understanding their evolving needs. Identify additional needs for existing customers through observation and annual reviews. Develop and manage relationships with key partners and internal teams, to ensure the products and services meet the needs of clients, recommend solutions as the industry changes. Understand the risks associated with cash management products, can complete the underwriting process, and does so consistently, prior closing the cash management product opportunity in CRM. Keep CRM current to regularly report on sales performance and pipeline. Partners closely with Cash Management Sales Analyst (CMSA) to generate/update/maintain documentation as necessary for deposit accounts and cash management services. Ensure alignment and compliance with organizational policies and procedures. Stay up to date with industry trends and developments. This includes maintaining technical knowledge through resources, networks and professional organizations.

Requirements:
Minimum of 8 to 10 years of relevant experience with requisite competencies. Bachelor's degree in finance, accounting or related field or relevant experience. Expertise in cash flow forecasting, risk management, and investment strategies; strong leadership and project management skills; ability to manage complex financial transactions. Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) preferred.

Culture 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. Check out bankwithchoice.com/careers for an outline of current benefit offerings.