Cash Management Sales Officer

Description

Cash Management Sales Officer II - Newport Beach

The Cash Management Sales Officer II's role is to assist/work with assigned Private Client Groups (PCGs) with various items related to Cash Management Sales. They assist with client preparation for implementation and services questions related to new products and services. The role helps assist the PCG in achieving various depositand cash management revenue goals. Provides training to PCGs on new products. Works with Product Management on the launch of new products. Responsible for the continued roll out of new products and the integration of these products with the PCGs.

Required Experience:

• 
  

  Assists with and prepares Cash Management proposals.

  
  


• 
  

  Provides feedback on pricing to PCGs on Cash Management products and services.

  
  


• 
  

  Provide support to clients during the pre-implementation process ensuring a smooth transition to the operations/product support and training team.

  
  


• 
  

  Proactively follows up with customers and bankers to answer questions and ensures the correctcompletion of returned documents in preparation for submission.

  
  


• 
  

  Joins client calls by phone and in person where needed to discuss Cash Management solutions.

  
  


• 
  

  Assists with Cash Management training as needed for internal associates and customer interaction.

  
  


• 
  

  Works closely with PCGs, operations/product support to assist with banker and client inquiries.

  
  


• 
  

  Assists product management with periodic projects that requires client and banker contact.

  
  


• 
  

  Assists in coordinating the resolution of operational challenges reported by sales officers, bankers and customers.

  
  

Education:

Bachelor's Degree required and three to five years of cash managementexperience.

Required Skills:

• 
  

  Understanding of Cash Management/Treasury Services products.

  
  


• 
  

  Strong sales skills preferred, client oriented and detail oriented.

  
  


• 
  

  Demonstrates excellent/strong verbal and written communication skills.

  
  

Join a winning team!Signature Bank has appeared on Forbes'Best Banks in America list for the tenth consecutive year in 2020.

Signature Bank, member FDIC, is a New York-based full-service commercial bank with private client offices throughout the New York metropolitan area. In 2018, the Bank expanded its footprint on the West Coast with the opening of its first full-service private client banking office in San Francisco and Los Angeles locations. The Bank's growing network of private client banking teams serves the needs of privately owned businesses, their owners and senior managers. Signature Bank offers a wide variety of business and personal banking products and services.

View available Careers with Signature atwww.signatureny.com/careers

We are an Equal Opportunity Employer.

We donotsponsor work visas.

Signature Bank offers a competitive compensation (BONUS PROGRAM), an excellent health benefits package including, 401(k) plan with generous company match, gym reimbursement, pet insurance, tuition reimbursement, award winning wellness program, and much more for qualified employees!

Service is our cornerstone!

View available Careers with Signature at www.signatureny.com/careers

We are an Equal Opportunity Employer

No Agencies Please

First Time Applicants

If interested, please submit your resume online. This is the fastest and most reliable way to be considered for any of our positions. Incomplete applications or those missing required information will not be considered.

*Signature Employees - Do NOTuse this site. Please applyvia the Workday login pageor contact Human Resources - Staffingif you have questions.