Responsibilities include but are not limited to:
Work as a trusted advisor with all business clients, Homeowners Associations, and Property Management Companies to deliver a tailored suite of services. Demonstrate ability to assess client needs, possess strong advisory skills, and ability to identify solutions to meet client needs. Communicate client needs to support partners as appropriate. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client. Ensure client satisfaction by understanding needs of all business clients, Homeowners Associations, and Property Management Companies needs and being their advocate at the bank. Manage overall client satisfaction with regards to Cash Management, Treasury Solutions products and services.
Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives. Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client-prospect requirements. Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Board, and Property Management Company, and close the sale. Obtain the required service agreements for requested product sets and account documentation. Manage the implementation process along with Cash Management, Treasury Solutions Operations.
Support the Retail Banks efforts in analyzing deposit relationships with both existing and prospective relationships. Traveling, visiting clients and/or prospects 75% of the time. Attend assigned District Sales Manager meetings on at least a monthly basis. Follow-up on all Sales calls. Work with Territory Sales Managers, District Sales Managers, and Commercial Lenders in identifying cash management, treasury solutions opportunities with both existing client base and prospect client base. Support the Commercial Banks efforts in analyzing deposit relationships with both existing and prospective relationships. Attend assigned Commercial Bank Teams monthly meetings. Follow-up on all Sales calls. Work with Relationship Managers in identifying cash management, treasury solutions opportunities with both existing client base and prospect client base.
Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other. Attend various conferences, conventions, educational, and networking events. Become an active member in CAI or similar HOAPMC Organizations. Assist the efforts in the development of new cash management, treasury solutions product set and enhancements to existing product sets. Act/assist as the liaison between the Bank and various vendors of cash management, treasury solutions services. Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.