Cash Management Consultant
Great Western Bank Fargo, ND
General Description and Essential Functions
Responsible for deposit development activities and strategies that promote cash management services and business account growth by attracting new business and building relationships with existing business customers. Additional duties include, set up of Cash Management products and services, conducting demonstrations of Online Banking and Online Deposit, preparation of proposals and account analysis, responding to operational and research requests for business clients and preparation of new account document for the department. This position has a high level of customer contact with all types of business clients.
Develop and manage business relationships and maximize long-term customer satisfaction through sales and cross-selling efforts to satisfy customers' financial needs.
Conduct interviews with customers to establish financial needs emphasizing financial counseling then processing requests or making referrals for financial products.
Participate in Great Western Bank's business development program by making outside sales to new and prospective business clients with Commercial Lenders to small and mid-sized businesses to assess their financial needs.
Handle the departments and officer's day to day operational issues for business clients' which includes exercising discretion and judgment in resolving customer service and operational issues.
Oversee implementation and set up of new deposit products and services to assure accuracy and high level of service to business customers.
Maintain knowledge of competitor products and services, including pricing of deposit and loan products, fees and other charges in the market. Recommend changes to bank management with an objective of maintain competitiveness and profitability for the bank.
Qualifications / Experience :
Bachelor's degree in Business Administration, finance, or related area, or equivalent experience required.
3 - 5 years of banking experience required and possess an advanced level of knowledge of bank products and services.
Direct sales and business development experience to businesses.
Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, customer service and analytical skills.
Capability to communicate effectively, verbally and in writing.
Effectively utilize and manage time to accomplish sales goals on a consistent basis.
| Date Posted
October 10, 2017
| Date Closes
February 7, 2018
| Located In
| Work At
| Job Type
| SOC Category
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