Cash Management Sales Executive

Central Federal Corporation

California

Hybrid

USD 85,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Career growth
Benefits package
401(k) with employer match
Employee banking products

Job summary

CFBank, National Association is seeking a Treasury Management Officer to sell depository and cash management services to existing and prospective clients. You will drive fee income and deposits while delivering superior relationship management and customer service.

You will collaborate with commercial lenders, develop sales proposals, and conduct cash management reviews to position the bank as a premier commercial bank.

Qualifications

  • 5+ years of recent experience in TM sales and relationship/portfolio management.
  • Proven experience with business development and closing new sales in the commercial banking environment.
  • CTP (Certified Treasury Professional) certification a plus!
  • Ability to travel is required. This may include overnight travel and extended stay as needed.

Responsibilities

  • Achieve and exceed key objectives in business development, client retention, revenue growth, and cross-sales.
  • Call on new and existing commercial clients to develop and close cash management sales.
  • Develop cash management sales proposals and pricing for clients.
  • Promote cash management programs and services to clients and prospects.

Skills

TM sales experience
Relationship management
Travel willingness
CTP certification

Job description

CFBank, National Association is seeking a Treasury Management Officer to sell depository and cash management services to existing and prospective clients. You will drive fee income and deposits while delivering superior relationship management and customer service.

You will collaborate with commercial lenders, develop sales proposals, and conduct cash management reviews to position the bank as a premier commercial bank.

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