Associate - Sr. Cash Management Sales Specialist
We are currently partnered with one of the largest financial institutions in the world. This leading commercial and investment bank offers a range of services to their clients internationally. Specializing in tailoring their solutions for their clients, they are looking for an individual in the Cash Management & Treasury Services space to join their Sales Team in New York.
In this role, you will be reporting to the Director of Sales. This is an incredible opportunity to get in with a reputable firm with a clear growth trajectory. Finally, due to the demand of their current client base they are looking to fill this seat by the end of August/early September.
The Associate - Sr. CMS Specialist will be responsible for:
- Supporting the cash management sales manager and team by deliberately positioning the products and coordinating solutions for corporate clients, as well as presenting materials further to grow the business and meet targets
- Build bonds with relationship managers and external clients to learn client needs and offer appropriate solutions
- Provide updates on deals to sales and relationship managers
- Engage in client meetings to present solutions and demonstrate products/services
- Communicate frequently with product 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
The Associate - Sr. CMS Specialist should have the following qualifications:
- Bachelor's Degree
- 2+ years of client a facing role within a financial institution
- Knowledge of Corporate Cash Management / Treasury Services
- Excellent communication skills
- Good time management
- Proficient in Excel & PowerPoint