Cash Management Sales Job Description
Cash management sales
provides oversight for all cash management activies including executing wire transfers, opening/closing bank accounts, securing new services, cash flow and liquidity forecasting/modeling, daily cash positioning and funding, banking services including bank fee analysis and bank system administration, performance management, bank relationship management, etc.
Cash Management Sales Duties & Responsibilities
To write an effective cash management sales job description, begin by listing detailed duties, responsibilities and expectations. We have included cash management sales job description templates that you can modify and use.
Sample responsibilities for this position include:
Developing a strategic sales initiative to provide Liquidity solutions to the US Regional Bank market
Sourcing new business and development of existing client relationships within the US Regional Bank market
Educating clients on the new regulatory landscape for Cash and helping to identify solutions that support their needs
Take a pivotal role in the preparation and submission of regional and Indonesia RFPs in an end-to-end manner
Take a pivotal role in the preparation and submission of regional and Indonesia RFPs in a end-to-end manner
Responding to sales-driven requests which involve developing short papers, slides and data analysis
Developing strong understanding of investment products used by the client base
Working closely with relevant internal business units, liaising with and co-ordinating efforts between teams where required - in particular Portfolio Management, Legal, and sales team
Developing expertise in local market practices
Support management of the team in maintaining and analysing business and market opportunities, through the use of our client relationship management system and market research
Cash Management Sales Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Cash Management Sales
List any licenses or certifications required by the position: CTP
Education for Cash Management Sales
Typically a job would require a certain level of education.
Employers hiring for the cash management sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Finance, Management, Marketing, Education, Business/Administration, Accounting, Economics, Graduate, General Business
Skills for Cash Management Sales
Desired skills for cash management sales include:
HSBC Group companies and product ranges
Products and techniques
Day to day workings of a Corporate Treasury environment
Local and regional cash management and clearing services
Foreign exchange and payments
Basic commercial credit analysis and practices
Treasury Foreign Exchange
Global cash management
HSBC Group's inter/intra clearing systems
Cash management services and products and general banking services and bank operations
Desired experience for cash management sales includes:
Association of Corporate Treasurers Cert
Cash Management Sales to large Japanese Corporate
Minimum 5 year Cash Management Sales experience in Commercial Bank based in Japan is must
Two + years of Cash Management product/systems knowledge
Relationship Building – Ability to build relationships with clients and internal partners
Marketing Expertise – Ability to proactively and creatively develop materials to present solutions to clients and prospects
Cash Management Sales Examples
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Cash Management Sales Job Description
Job Description Example
Our growing company is looking for a cash management sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for cash management sales
- Under the guidance of a Sales Manager, develop client relationships to gather deposits and sell treasury management services within a defined client segment
- Meets with Commercial Real Estate Relationship Managers to review their accounts and identify prospects for cash management services
- Schedules and completes calls on existing clients and prospects in order to develop new deposit, treasury management, and other referral business
- Regularly meets with clients to review and expand business through client growth, x-sell of additional services, and relationship consolidation
- Develop new business opportunities through referrals from existing clients, natural markets and business partners, or interaction with other external resources including COIs
- Makes regular calls on prospects, either independently or with a relationship manager, to generate high quality new Treasury Management and deposit business to achieve or exceed specific production goals
- Maintains data systems regarding opportunities for differentiation at the client, sales calls, pipelines, closed sales, to enable the generation of monthly activity reports
- Identifies and qualifies credit, wealth management, and capital market referrals to partner organizations
- Drives increased product usage of established treasury services
- Ensures appropriate pricing and revenue yield on new and established relationships
Qualifications for cash management sales
- Hands on development experience with core Java
- Must speak, read and write both English and Japanese on a business level
- Spanish/Japanese written and verbal communication skills a plus
- Become a trusted advisor to our clients and prospects
- Develops a deep understanding of client structure, cash flow, banking relationships, processes, costs, and pain points to develop compelling proposals
- Maintains up-to-date knowledge of industry trends, best practices, competitors’ products and pricing in the market served
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Cash Management Sales Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of cash management sales. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for cash management sales
- Works with Client Onboarding Manager to prepare agreements in order to establish new client services
- Work with relevant stakeholders to develop, maintain and improve as appropriate, the series of cash management related training programme
- Localize the learning objectives and agenda where required to fit into the in-country operating environment
- Benchmark our learning agenda (especially on success cases) with our key competitors’ banks to ensure relevance and close the gaps (if any)
- Drive the cash management training schedule regionally to ensure that 75% of IBG RMs and GTS Sales/CM are certified and/or trained
- Represent GTS in the IBG Learning Council to influence the RM training agenda to achieve the GTS strategic objectives
- Ensure the cash management related training programme is aligned with the GTS Strategic Plan
- Assist Private Client Groups on calls and proposals to existing and prospective clients
- Conduct presentations to prospective clients to promote the bank and its services
- Evaluate client needs, determine product fit, and customize as needed
Qualifications for cash management sales
- Serves as a point of escalation for operational problems reported by clients and drives resolution in a timely manner (within 24 hours)
- Proactively addresses attrition risks by addressing concerns with clients and escalating internally as necessary
- Certified treasury professional beneficial
- Advanced writing skills required to write proposals and manage the RFP/RFI process and response
- Exhibits strong verbal communication skills for effective selling and presentations
- Demonstrates an in-depth knowledge of treasury management products and/or commercial real estate services
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Cash Management Sales Job Description
Job Description Example
Our company is looking for a cash management sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for cash management sales
- At times, responsible for independently identifying, proposing and delivering appropriate Cash Management products and solutions to DCS customers and prospects
- Coordinates complex implementations across all products confidently and accurately with clients and prospects with revenue sizes ranging from $5MM to $1+ Billion
- Ensures proactive communication of customer expectations to manage timelines and deliverables while partnering internally and externally to successfully implement Cash Management services
- Manages or participates in internal projects related to process improvement, system implementations, product marketing/development, and product education
- Prepares pre-call planning materials, pricing, checklists and client facing proposals to support business development
- Owns Cash Management Business processes
- Builds collaborative internal relationships to develop and foster partnerships with DCS CMCs /Bankers/Implementations/Product and other key resources
- Achievement of assigned revenue goals and budget
- Deepens current client relationships and look for opportunities to expand our current client base
- Works with Senior Management and Relationship Managers across the Wholesale Baking platform to influence and identify opportunities
Qualifications for cash management sales
- Shows sound judgment in assessing risk factors associated with sales opportunities and requires minimal advice or guidance due to experience
- Displays the ability to solve more difficult problems related to Sales and only requires guidance occasionally
- Possesses the ability to develop a sales plan and strategy requiring minimal guidance
- At least 4 years of financial services sales experience or at least 4 years of commercial real estate experience
- Works with Client Onboarding Manager to prepare agreements in order to establish new client services, performing timely follow-up to ensure client satisfaction
- At least 7 years Treasury Management Sales experience
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Cash Management Sales Job Description
Job Description Example
Our company is searching for experienced candidates for the position of cash management sales. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for cash management sales
- Ensures compliance of the business and team in accordance with policies, procedures and regulatory standards
- Manage the monthly expiring exception ECR & pricing the new business Exception Pricing and ECR process rebates
- Assist in developing and executing sales strategies of cash management and trade finance products and services for the designated customer and prospect base
- Achieve agreed revenue by proactively generating new deals, conducting needs analysis, developing customer-focused sales presentations, delivering differentiated solutions and conducting sales reviews
- Manage post-sales implementation and service delivery, and handle related customer issues to enhance customer experience
- Be conversant with the current trends and development in the respective markets
- Assess all deal values accurately, balancing the need to generate positive economic profit against the deliverables
- Provide appropriate reports to track sales and revenue growth
- Connect the team with the overall strategic direction, coach and develop junior cash management and trade finance sales managers, and ensure execution against set objectives
- Review and validate service implementation requests and accurately enter specifications into the appropriate application(s) for fulfillment
Qualifications for cash management sales
- Advanced knowledge across the full suite of Treasury Management industry products and services, especially Commercial Card, Armored Vault Currency Processing, and/or Lockbox
- Experience in Government Banking, especially Middle/Large Government Entities, Municipalities, and/or School Districts
- Superior judgment in assessing and handling risk factors associated with sophisticated sales opportunities
- Ability to develop, market, and implement a sales plan and strategy with minimal guidance
- Advanced writing skills required to create proposals, sales presentations, and RFP/RFI responses
- Superior verbal communications skills and oral presentation skills
5
Cash Management Sales Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of cash management sales. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for cash management sales
- Monitor the status of service implementation through completion
- Properly document specifications for standard, complex, customized implementations and effectively coordinate communications with all required parties to ensure successful, timely completion
- Provide timely and accurate status updates to clients and internal business partners
- Facilitate ongoing product and service maintenance requests
- Participate in implementation calls with Cash Management Sales when implementation expertise is required
- Provides advice and guidance regarding service implementation process to clients and/or other areas of the Bank
- Identify cross sells opportunities and generate referral to Cash Management Sales
- Proactively escalate issues to eliminate/minimize client impact
- Bring to the attention of Sales and Product Management any information received from a client while conducting client service business that would indicate a risk or an opportunity to the Bank
- Prepare, analyze, and maintain reports related to implementation and training
Qualifications for cash management sales
- At least 10 years of relevant working experience as a GTS Sales and/or an RM
- Knowledge on Cash Management is a pre-requisite
- Passion for knowledge sharing with excellent articulation and delivery skills and the ability to inspire/motivate the audience
- Display confidence in engaging the front-line RMs/Sales the senior management
- Good organization and PC skills
- Work closely with the GLCM Implementation, Integration and Client Service teams to ensure smooth transition of client mandate into realized revenues, to provide ongoing coverage in response to clients’ evolving challenges and requirements