What are the responsibilities and job description for the Cash Management Sales Officer position at Washington Trust?
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:
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
Requirements/Qualifications:
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
