Cash Management Specialist, Private Wealth
Core
Provide professional cash management advice and support to banking partners and their clients to drive sales and service objectives.
Role type
Senior IC commercial sales specialist (cash management)
Builds
Cash management sales and service solutions for banking partners
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Cash management products expertise, Business investment and lending products knowledge, Personal and Commercial banking products knowledge, Deal structuring, Strategic analysis, Client relationship management, Risk management, Data-driven decision making
Preferred skills
None stated
Technologies
None stated
Responsibilities
Apply business development strategies to grow the business, Review and monitor performance of the assigned market and sales opportunity pipeline, Participate in deal teams to develop and present proposals for new opportunities, Develop and maintain long-term profitable relationships with clients, Provide subject matter expertise and assistance with complex deal structuring, Support cash management product implementation and financial transaction set-up, Ensure internal guidelines and controls are in place to protect the Bank's assets, Identify risks and take appropriate actions to mitigate impacts
Seniority
Mid-Senior, hands-on IC