Regional Cash Management Advisor
Core
Partner with Business Banking Relationship Managers to acquire, expand, and retain business clients with moderately complex cash management needs.
Role type
Senior IC business banking relationship manager (cash management)
Builds
Cash management solutions and working capital strategies for business clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client acquisition and retention, Strategic consultation on working capital, Financial data analysis, Negotiation and closing, Payment product expertise, Portfolio management
Preferred skills
Understanding of industry trends and regulations, Logical reasoning for complex challenges, Cross-functional collaboration
Technologies
Payment products, Core Business Banking systems
Responsibilities
Identify and close new client cash management opportunities, Develop and manage sales planning activities, Provide strategic consultation on cash flow structures, Translate payment product features into consultative pitches, Maintain up-to-date knowledge of client relationships, Refer business growth opportunities to specialty teams
Seniority
Mid-Senior, hands-on IC