Sr Cash Management Sales Officer

 

Description:

Support the cash management sales manager and team by positioning the products strategically and coordinate a solution for corporate clients by preparing pro-forma, agreements, presentation materials, etc., to further expand the business and meet annual sales target.

Role Objectives

  • Build strong rapport with internal RMs and external clients to identify client needs in order to offer appropriate solutions.
  • Proactively follow-up on pending deals, keep track of each deal, provide status updates to sales manager & relationship manager, update sales pipeline and report the progress weekly & monthly to all relevant teams.
  • Build the robust sales pipeline independently by working with RMs in US and other regions.
  • Participate in client meetings to present the solution and demonstrate products/services.
  • Work closely between all areas within the bank and communication with clients during the implementation stage to ensure satisfactory experience for clients.
  • Communicate frequently with product management team to be aware of any product updates/enhancements.
  • Build strong sales pipeline together with other sales team members and report KPI results to management.
  • Attend training sessions, seminars, and conferences to continue to learn new products & services, competitor landscapes, and more.

Qualifications and Skills

  • BA/BS or equivalent experience
  • 5+ years of client facing role at a major financial institution
  • Strong knowledge of Corporate Cash Management / Treasury services
  • Strong team player
  • Excellent communication skills both verbal and writing
  • Ability to work under pressure and meet time critical deadlines
  • Ability to prioritize tasks and manage the time effectively
  • Proficient skills on MS Excel & PowerPoint

Organization Sumitomo Mitsui Banking Corporation
Industry Management Jobs
Occupational Category Sr Cash Management Sales Officer
Job Location New York,USA
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Experienced Professional
Experience 5 Years
Posted at 2023-11-23 7:15 pm
Expires on 2024-12-02