CM Sales Officer II in New York City, New York | DiversityInc Careers

CM Sales Officer II

Job Description
• Contacts prospective customers in order to develop new cash management business from both prospective and existing bank customers, performs effective servicing of customer accounts and expansion of business relationships.
• Meets/exceeds annual business development goals.
• Monitors the relationships of clients and services and acts as sales backup to client base.
• Prepares contracts and sales packages, examines statements, proposes services and creates funds flow to start proposal process.
• Assists management in the development of new services, modification of existing services, development of a marketing strategy, and the establishment of sales objectives.
• Input of new sales opportunities and continued maintenance of client portfolio in sales tracking database.
• Assists with resolution of Operational or Service issues as necessary.
• Partners with Service, Product, Implementation, Proposal, Operational, and Technical Support departments to ensure customers receive WOW! Service and support.
• Portfolio typically consists of customers with large, complex banking relationships, utilizing multiple cash management products and services.
• Trains employees.
• Partners with Legal Team to address changes requested to standard contracts by the customer.
Job Requirements
• 4 year degree or equivalent experience
• 5+ years related experience required
• Proven sales skills (e.g. closing, client retention).
• Proven ability to interact with internal and external customers in a professional manner to provide exceptional customer service.
• Proven Interpersonal, presentation, verbal and written communication skills with the ability to successfully negotiate and persuade.
• Proven organizational and time management skills.
• Proven analytical and problem solving skills.
• Proven ability to manage multiple projects and tasks in a fast-paced environment.
• Proven PC skills; proficiency in Word, Excel, and PowerPoint.
• Ability to serve as resource to CM Sales Officer I

  • Must be eligible for employment under regulatory standards applicable to the position.