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Cash Management Sales

new york, NY

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Job description

Cash Management Sales SpecialistOne of the leading financial institutions is seeking a cash Management Sales person who will be supporting the company's cash management services. Responsibilities include communicating with the sales team and management to find out clients' needs, providing the right solutions and cash management services to the clients, preparing marketing materials and proposals, obtaining updates from the sales team regarding the clients and the services/products, preparing agreements and paperwork for clients and following up with them if necessary, tracking on-going projects and pending items, performing client E-Moneyger demonstrations, working with the product team on how to implement the new products, maintaining compliance to the bank procedures and policies, and performing other related tasks as requested. Requirements include 5 years experience in customer services/sales areas, experience in banking/financial sectors preferred, knowledge of cash management services and products (E-Moneyger, Remote Deposit, and ACH Systems and general banking services and operations), excellent communication skills, excellent customer services skills, ability to work under pressure, cash management or treasury services experience as well as corporate sales in the cash management industry preferred.

Worksite address

new york, NY, 10001, US

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Last received from source 2026-10-18View job