CM Sales Analyst

The Cash Management Sales Analyst supports Cash Management Officers (CMO) with revenue generating and client retention activities related to the sale of Complex Cash Management and Deposit products and services. The CMSA closely with CMO in the development of proposals and sales presentations. Participates in pre- and post-sale activities including coordination of pre-call plan and call debrief sessions as requested. May have direct responsibility across a certain portion of a CMOs portfolio by independently selling, presenting, and tracking the sale of Cash Management products, such as business online banking, positive pay packages, etc. to existing and new Cash Management clients. Researches and uses technical expertise on multiple systems to facilitate and communicate resolutions and/or solutions.

Responsibilities (What will be the day- to- day responsibilities of this position?)

• Demonstrates strong accountability by taking ownership of tasks and responsibilities, maintains an organized approach to manage multiple requests efficiently, and excels at multitasking to ensure timely and effective completion of workload.
• Analyze business prospect and customer activities to develop tailored product and service recommendations.
• Compile data for complex customer reviews; conduct reviews for small to medium-sized business customers.
• Design professional presentations to support your recommendations.
• Respond promptly and professionally to complex business customers as their primary contact for daily deposit & CM needs.
• Create and maintain CRM records to manage opportunities & file maintenance requests for both the CMO and yourself.
• Open & service deposit accounts for large, complex business customers.
• Draft and execute online banking agreements for new and existing business clients.
• Provide initial and ongoing proactive recommendations to large business prospects and customers, based on an analysis of their industry, activities, and business model needs.
• Oversee the onboarding process for large customers using multiple systems.
• Be available to educate, troubleshoot, and service complex business customers, utilizing product and service knowledge to direct them to the most efficient and appropriate bank resources.
• Verify correct configuration of accounts, products, and applicable fees for new and existing customers after CM Ops has created them.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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