Cash Management Sales Officer

Middlesex Savings Bank; Westborough (MA); On-site; USD 85,000 - 120,000; Full time

Job summary

Middlesex Savings Bank is seeking a Cash Management Sales Officer in Westborough, MA to drive revenue growth by delivering tailored cash management solutions to commercial clients. You will partner with lenders on client calls, proactively develop new business, and manage a large portfolio of complex relationships.

The role requires expertise in cash management products, strong sales skills, and collaborative cross-functional teamwork.

Qualifications

• Bachelor's Degree in finance, business, or related field (or equivalent experience) is required.
• 4-7 years of experience in cash management, treasury sales, or commercial banking.
• Strong knowledge of cash management products, services, and industry best practices.
• Proven track record of meeting or exceeding sales targets.
• Excellent communication, presentation, and relationship-building skills.

Responsibilities

• Collaborate with lenders to plan and execute joint calls with existing and prospective clients.
• Proactively identify and develop new cash management opportunities within assigned markets.
• Serve as the primary contact and trusted advisor for assigned clients, delivering superior relationship management.
• Conduct needs assessments to recommend customized treasury and cash management solutions.
• Resolve complex customer service issues and coordinate with other departments to provide solutions.
• Coach and mentor junior staff; act as a subject matter expert on cash management products.
• Prepare and present proposals, pricing, and demonstrations to decision-makers.

Skills

Relationship building

Sales targets

Communication

Treasury/cash management knowledge

Education

Bachelor's degree in finance or related field

Job description

Cash Management Sales Officer

US-MA-Westborough

Job ID: 5757

Type: Full Time

# of Openings: 1

Category: Commercial Banking - Cash Management Sales & Services

Westborough Operations Center

Overview

The Cash Management Sales Officer is responsible for driving revenue growth by delivering tailored cash management solutions to commercial and business clients. This role partners closely with commercial and business banking lenders to conduct joint client and prospect calls, proactively develop new business, and manage ongoing complex client relationships. Acting as a trusted advisor, the officer provides superior relationship management for a large portfolio of more complex clients and ensures clients receive optimal solutions to improve liquidity, streamline operations, and strengthen their overall banking relationship.

Responsibilities

• Collaborate with commercial and business banking lenders to plan and execute joint calls with existing and prospective clients.
• Proactively identify, source, and develop new cash management business opportunities within assigned markets.
• Serve as the primary point of contact and as a trusted advisor for assigned clients, providing superior ongoing relationship management.
• Conduct needs assessments to recommend customized treasury and cash management solutions to current and prospective clients.
• Resolves complex customer service issues for clients. Coordinates with other bank departments to resolve customer issues and provide solutions.
• Provides coaching and mentoring to more junior department staff members
• Acts as a subject matter expert on all cash management products and services.
• Prepare and present proposals, pricing, and product demonstrations to decision-makers.
• Stay informed on industry trends, competitor offerings, and regulatory changes impacting cash management services.
• Maintain a strong pipeline of opportunities, achieve annual assigned sales/revenue goals and contribute to overall portfolio growth.
• Supports Banks regulatory compliance objectives and recommends changes to support prescribed requirements. Ensures full compliance with the Banks Information Security Policies and Procedures.
• Performs other duties as may be required.

Qualifications

Education

• Bachelor's Degree in finance, business, or related field (or equivalent experience) is required

Work Experience

• 4-7 years of experience in cash management, treasury sales, or commercial banking

Additional Requirements

• Strong knowledge of cash management products, services, and industry best practices.
• Proven track record of meeting or exceeding sales targets.
• Excellent communication, presentation, and relationship-building skills.
• Ability to work collaboratively with cross-functional teams and adapt to client needs.

Equal Opportunity Employer, including disability/protected veterans

Equal employment opportunity, including veterans and individuals with disabilities.

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