Cash Manager

Cash Management
(Banking Industry)

Our Client is an established financial institution with local headqurters and offices strategically placed through out the Midwest. They are a full service bank specializing in everything from home loans to asset-based lending and business banking products and services. Because of their growth they are currently seeking a Cash Management Manager in the Indianapolis Market.

Purpose:Manage sales and assists with product development for the Bank’s Cash Management products and services Conduct demonstrations, and provides technical support to potential and current clients and Bank employees.  Interact directly with Business Banking Officers, Branch managers and other lines of business to effectively provide a superior level of client service and full variety of banking services.

Main Functions:This position manages, sells, installs and supports Cash Management products, including:  sales calls, demonstrations, product training/education, correspondence, and technical support for existing clients. Ability to effectively utilize consultative and strategic solutions selling skills. Provide excellent client service by addressing clients’ and prospects needs, concerns and inquiries regarding services offered, products, fees and operational questions. Conduct demonstrations and provide technical support to potential and current clients and Bank employees.  Interacts directly with internal banking partners and clients to effectively provide a superior level of client service. Call on potential Cash Management clients, responds in writing to formal and informal requests for proposal, and prepares pro-forma pricing and cost-benefit analysis. Keep informed of current activities in the Cash Management field and helps identify deficiencies and make recommendations to product management for product design, pricing, profitability, client service and other operational improvements.  In addition, this position will be involved with the overall Cash Management product line profitably analysis. Meet periodically with existing clients to ensure proper servicing of accounts, resolve complex operational issues/concerns, and to expand existing business relationships. Serve as liaison between current and potential clients and the Bank to resolve questions regarding Cash Management products/services.  Participate in industry specific trade organizations. Perform any and all other additional duties as may be assigned.

Requirements:Minimum 6 years general banking experience required with a minimum 3 years experience in Cash Management Sales and Service. Familiarity with various Cash Management products such as lockbox, ACH, positive pay, online banking, sweeps, remote deposit, and web-based information reporting and disbursement services. Strong understanding of accounting and technology as it relates to a company’s financial operations.  Demonstrated ability to lead and/or conduct effective training to internal banking partners, clients and prospects. Ability to manage single or multi-product implementations while balancing competing priorities. Builds collaborative work relationships. Demonstrates critical thinking and problem solving skills. Ability to simultaneously work independently and as a member of a functional team. Meets established deadlines for assigned projects with minimal supervision. A firm understanding of banking regulations and compliance preferred. Excellent verbal and written communication, presentation and interpersonal skills required with an intermediate proficiency in Microsoft Office products.  Bachelor’s degree or equivalent experience required. 

Prefered:
-Certified Treasury Professional (CTP)
-Certified Cash Manager (CCM)
-Or related professional designation desirable.