CM Sales Analyst

Choice Bank; Bismarck (ND); On-site; USD 52,000 - 78,000; Full time

Job summary

Choice Bank is seeking a Cash Management Sales Analyst to support CMOs in revenue generation and client retention for complex cash management and deposit products. You will help prepare proposals, engage in pre/post-sale activities, and may support a portion of a CMO portfolio by presenting cash management solutions to existing and new clients.

The role involves researching systems to resolve client needs, coordinating onboarding for large customers, and ensuring accurate account configurations

Qualifications

• 0–1 years of relevant experience as stated.
• Experience in customer service, call centers, and/or banking or related field.
• Preferred exposure to Cash Management products and sales.
• High school diploma or equivalent.

Responsibilities

• Demonstrates accountability and multitasks to meet workload.
• Analyze business prospect and customer activities to tailor product recommendations.
• Prepare professional presentations to support recommendations.
• Serve as primary contact for daily deposit and CM needs with CMOs partnership.
• Assist in opening and servicing deposit accounts for large, complex business customers.
• Draft and execute online banking agreements for business clients.
• Oversee onboarding processes for large customers using multiple systems.

Skills

Customer service

Sales

Banking

Communication

Education

High school diploma or equivalent

Job description

Description

The Cash Management Sales Analyst supports Cash Management Officers (CMO) with revenue generating and client retention activities related to the sale of Complex Cash Management and Deposit products and services. The CMSA works closely with the CMO in the development of proposals and sales presentations. Participates in pre- and post-sale activities including coordination of pre-call plan and call debrief sessions as requested. May have direct responsibility for supporting a portion of a CMO portfolio, including independently presenting and facilitating the sale of Cash Management products, such as business online banking, positive pay packages, etc. to existing and new Cash Management clients. Research and use technical expertise on multiple systems to facilitate and communicate resolutions and/or solutions.

Description

The Cash Management Sales Analyst supports Cash Management Officers (CMO) with revenue generating and client retention activities related to the sale of Complex Cash Management and Deposit products and services. The CMSA works closely with the CMO in the development of proposals and sales presentations. Participates in pre- and post-sale activities including coordination of pre-call plan and call debrief sessions as requested. May have direct responsibility for supporting a portion of a CMO portfolio, including independently presenting and facilitating the sale of Cash Management products, such as business online banking, positive pay packages, etc. to existing and new Cash Management clients. Research and use technical expertise on multiple systems to facilitate and communicate resolutions and/or solutions.

Responsibilities

• Demonstrates strong accountability by taking ownership of tasks and responsibilities, maintains an organized approach to manage multiple requests efficiently, and excels at multitasking to ensure timely and effective completion of workload.
• Analyze business prospect and customer activities to develop tailored product and service recommendations.
• Compile data for complex customer reviews; conduct reviews for small to medium-sized business customers.
• Design professional presentations to support your recommendations.
• Respond promptly and professionally to complex business customers as a primary point of contact for daily deposit & CM needs, in partnership with the CMO.
• Create and maintain CRM records to manage opportunities & file maintenance requests for both the CMO and yourself.
• Support the opening and servicing of deposit accounts for large, complex business customers.
• Draft and execute online banking agreements for new and existing business clients.
• Provide initial and ongoing proactive recommendations to large business prospects and customers, based on an analysis of their industry, activities, and business model needs.
• Oversee the onboarding process for large customers using multiple systems.
• Be available to educate, troubleshoot, and service complex business customers, utilizing product and service knowledge to direct them to the most efficient and appropriate bank resources.
• Verify correct configuration of accounts, products, and applicable fees for new and existing customers after CM Ops has created them.

Other Responsibilities

Performs other duties and special projects as needed to support objectives and ensure smooth day-to-day operations. Demonstrates flexibility in responding to changing priorities and organizational needs.

Requirements

• Minimum of 0 to 1 years of relevant experience with requisite competencies.
• Experience in customer service, call centers, and/or banking or equivalent education in communications, sales, business, or related field.
• Preferred experience or exposure to Cash Management products and sales.
• High school diploma or equivalent