Cash Management Sales Officer Commercial Deposits & Treasury Solutions

Madison-Davis, LLC; New York (NY); Hybrid; USD 180,000 - 220,000; Full time

Job summary

Madison-Davis, LLC seeks a Cash Management Sales Officer for its Hybrid White Plains, NY office. This consultative, client-facing role focuses on originating new commercial deposits and expanding treasury solutions while cross-selling Commercial Card and Merchant Services.

The position requires strong sales discipline, product knowledge, and the ability to build trusted advisor relationships with business banking clients. Base salary up to $200k plus bonus.

Qualifications

• Proven track record of originating deposit relationships.
• Consultative, client-facing selling of cash management solutions.
• Strong presentation and cross-sell capabilities.

Responsibilities

• Originate new commercial deposit relationships with growth potential.
• Position cash management solutions via client presentations and proposals.
• Collaborate with product and treasury teams on implementations and enhancements.
• Maintain pipeline accuracy and support bank strategy with cross-sell.

Skills

Client relationship management

Sales experience

Financial analysis

Job description

Title: Cash Management Sales Officer Commercial Deposits & Treasury Solutions Office Status: Hybrid White Plains, NY Base Salary: Up to $200k + Bonus

ABOUT THE ROLE

This opportunity sits within the Commercial Banking team of a well-established community bank, offering a business development mandate focused on originating new commercial deposit relationships and growing treasury and cash management revenue. The role is a consultative, client-facing seat: working with commercial and business banking clients to understand their operations, optimize working capital, and deliver customized cash management solutions, while cross-selling Commercial Card and Merchant Services. The Sales Officer is positioned as a trusted advisor to clients and internal partners, using a personal network and sound risk judgment to execute against the Commercial Bank Strategy and long-term Cash Management goals. It s an ideal fit for a cash management or treasury sales professional with a proven record of winning deposit relationships who combines sales discipline and technical product knowledge with strong presentation skills and a collaborative approach across business lines.

RESPONSIBILITIES

• Originate new commercial deposit relationships by proactively identifying and calling on prospects, with emphasis on those with significant transaction flows and deposit potential; anticipate client needs, challenges, and risks
• Position cash management solutions through consultative client presentations and proposals that demonstrate value, optimize working capital, and reduce financial and reputational risk
• Execute against the Commercial Bank Strategy and long-term Cash Management goals; develop short- and long-term sales strategies in conjunction with the Senior Manager, using available tools to drive incremental revenue and market strategy
• Manage and inspect pipeline accuracy within audit and booking guidelines; weigh deposit value when pursuing and retaining business
• Build and maintain strong relationships with clients and internal stakeholders; act as a trusted advisor, and collaborate across business lines to cross-sell Commercial Card and Merchant Services
• Onboard and train new clients on cash management services in conjunction with the cash management team; apply operational expertise to identify systems issues and work with partners to resolve them and sustain excellent client service
• Partner with product and technical teams to support implementation and roll-out of new products and enhancements; serve as subject matter expert on strategic Cash Management projects
• Identify opportunities to reduce costs and improve productivity; remove obstacles for team members in support of the bank s strategy and vision
• Ensure compliance with regulatory requirements and bank policies and procedures at all times; lead special projects as identified by self or senior management