What are the responsibilities and job description for the Cash Management Sales Officer position at The Washington Trust Company?
The Washington Trust is seeking a Cash Management Sales Officer to join our growing Cash Management Team in Providence, RI. This position will work to develop and expand existing business relationships with a focus on companies that utilize cash management services.
Responsibilities:
The Washington Trust Company, and each of its subsidiaries and affiliates are committed to cultivating and promoting a diverse and inclusive workforce. We seek to provide an environment of equal employment opportunity and advancement to all employees and applicants. It is our policy to provide equal employment and advancement opportunities without regard to race, color, ethnicity, age, religion, gender, pregnancy/childbirth, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, or any other category protected by federal, state and/or local laws. Click Here to view the EEOC "Know Your Rights" notice and Click Here to view the "Pay Transparency Nondiscrimination Provision".
Responsibilities:
- Generate new business through developing relationships with current customers, and self-generated external sources, referrals, and other sources
- Meet with customers or prospects to discuss their cash management needs, outline appropriate services, and provide solutions as necessary
- Prepares proposals and responses to formal RFP’s
- Document sales activities and results
- Coordinate and assist in the onboarding of cash management services for new and existing business customers
- Coordinate with internal Business Partners, (Commercial Lenders, Regional Managers, Branch Managers) and other bank personnel as necessary to pursue cash management leads
- 1 to 3 years of proven sales experience, including planning, execution and follow up on sales leads
- Demonstrated knowledge of Cash Management solutions preferred
- Must be a self-motivated individual with strong communication and interpersonal skills
- Possess strong knowledge of banking services
- Outstanding oral and written communications skills required
- Possess solid presentation skills and be comfortable and effective meeting with and presenting a wide variety of customer cliental, Bookkeepers, Treasurers, CFO, etc.
- Required to travel within market area
- Proficient with basic Microsoft programs, including Excel, Word, and Power Point
The Washington Trust Company, and each of its subsidiaries and affiliates are committed to cultivating and promoting a diverse and inclusive workforce. We seek to provide an environment of equal employment opportunity and advancement to all employees and applicants. It is our policy to provide equal employment and advancement opportunities without regard to race, color, ethnicity, age, religion, gender, pregnancy/childbirth, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, or any other category protected by federal, state and/or local laws. Click Here to view the EEOC "Know Your Rights" notice and Click Here to view the "Pay Transparency Nondiscrimination Provision".
