Job Description
How you’ll succeed
Relationship building – Make an impact in your community and show clients they’re appreciated by engaging in marketing and outreach activities. Provide continued partnership and support to your clients through understanding their goals and objectives.
Business development – Support mangers in developing new client relationships through business development activities by leveraging referral sources, existing clients and centers of influence. Identify potential sales and/or service improvement opportunities.
Teamwork – Work with your team and other internal partners to connect clients with opportunities. Provide guidance on treasury best practices and cash management solutions to meet your client’s needs.
Deliver Solutions – Proactively assess your clients’ cash management needs, conduct financial statement reviews and assist managers in proposing solutions to meet those needs. Assess assigned accounts in the pre/post sales cycle, and provide relevant data to the sales team to support account reviews and assist in pricing negotiations. Conduct industry and client research to contribute to the development of cash management proposals, presentations and pricing strategies.
Who you are
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.
You can demonstrate experience in Excel and Powerpoint, with the ability to evaluate financial information. You have well-developed organizational skills to respond to continually evolving priorities and an aptitude for business development (sales) skills.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You have a degree/diploma in Commerce or Business Administration with knowledge of cash management products and service offerings.
You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.