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Cash Management Director (Business banking Segment)

Category:  Business Banking Division
Job Type: 
Facility:  Business Banking

Key accountabilities (1)


  • Works with relationship managers to drive the development of new profitable Cash management business while maintaining and growing the existing portfolio.
  • Serves as a trusted advisor, leveraging core knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank.
  • Conveys a professional, knowledgeable and confident demeanor over the phone.
  • Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers. Actively participates in partner meetings and communicates key Cash Management messages timely and accurately.
  • Aligns daily activities to accomplish strategic business objectives.
  • Engages in a disciplined marketing process and quality call activities. Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Cash Management products.
  • Protects the firm by applying sound risk management protocols and adhering to regulatory requirements.
  • Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results.


  • One year experience in Cash Management Marketing or related business experience
  • General knowledge of Cash Management products/solutions
  • Bachelor s Degree in Finance or related field


  • Relationship Building Ability- to build relationships with clients and internal partners. Ability to influence those outside of direct management control.
  • Marketing Expertise Ability- to leverage knowledge to proactively and creatively present solutions to clients and prospects.
  • Business Acumen Ability- to understand the overarching Cash Management business environment both internally and externally. Ability to manage business results in alignment with strategic objectives.
  • Judgment and Professionalism Ability- to make sound decisions that consider and balance the needs of the customer and the bank. Ability to display professionalism in written and oral communications, both internally and externally.
  • Drive and Motivation - Ability to demonstrate tenacity, focus, discipline and self impetus to accomplish results.


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