Cash Management Director (Business banking Segment)

Key accountabilities (1)

Responsibility:

• 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.

Qualifications:

• 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

Skills:

• 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.