Cash Management Professional

2 weeks ago


Lawrenceburg, Indiana, United States Civista Bank Full time
Civista Bank Job Requirements:

About the Position:

This role is a critical part of our treasury management team. The successful candidate will have excellent business development and relationship management skills, as well as a strong understanding of global treasury management products, services, and trends.

Key Responsibilities:

  • Develop and deliver customized treasury solutions to commercial clients.
  • Enhance profitability of assigned relationships.
  • Create and evaluate cash management sales proposals and pricing for prospective and existing clients.
  • Prepare for pre-proposal discussions to fully understand client needs and shape preferred solutions.
  • Directly responsible for management and retention of client's operating business by ensuring client satisfaction with cash management services and increasing portfolio revenue.
  • Promote business for the Bank by maintaining up-to-date knowledge of cash management sales programs, products, and services, as well as applicable regulatory and compliance requirements.
  • Work closely with service and operational areas of the Bank, third-party vendors, etc., providing input to Bank systems designs, modifications, and implementation of cash management services implementation processes.
  • All other duties as assigned and any activities that support the key accountabilities.

Requirements:

  • Minimum five years' experience in the banking or financial industry; sales or marketing experience preferred.
  • Bachelor's Degree in Business or Finance-related field or equivalent work experience.
  • Treasury Management designation preferred (CTP).
  • Proven business development and relationship management skills.
  • Strong understanding of global treasury management products, services, and trends.
  • Above-average computer literacy (Microsoft Office Suite). Ability to become proficient in use of specific software required for position.
  • A high level of initiative, thoroughness, accuracy, and confidentiality required.
  • Detail-oriented with strong analytical skills.
  • Solid oral and written communication, sales, and public relations skills.

Salary Range: $60,000 - $90,000 per year, depending on location and experience.



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