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Cash Management Sales

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POST DATE 8/9/2016
END DATE 12/19/2016

Bond Street Group New York, NY

New York, NY
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #


Fantastic Opportunity at International Foreign Bank for sales and marketing of financial products

This person will assist in identifying Cash Management solutions and needs for clients, prepare marketing materials, analyze service costs and create proposals for clients. The individual will also assist the Sales Manager in presenting these cash management products and solutions.

Attend client meetings and calls with Sales Manager to assist in identifying client needs, provide product demonstrations, and propose appropriate cash management service products and solutions
Respond to Request for Proposals, address exception requests and prepare client materials to present customized solutions
Liaise and collaborate with various internal departments such as sales units, the Product Team, Customer Service, Operations in order to deliver proposed solutions and ensure a smooth implementation process
Keep abreast of any changes or enhancements of products and convey any enhancements or new product needs to the Product Team
Prepare appropriate cash management agreements and other necessary paperwork related to the implementation process
Track sales pipeline and provide marketing reports to Management

Preferred Previous Work Experience:
Cash Management or Treasury services experience/knowledge preferred.
Working knowledge of corporate sales in the cash management industry preferred.
Experience in creating presentation materials and presenting to various audiences.

Preferred Education/Licenses/Certifications/Registrations:
BS/BA required or equivalent experience.

Skills, Abilities and/or Training:
Excellent written and verbal communication skills required.
Spanish/Japanese written and verbal communication skills a plus.

Knowledge of cash management service and products and general banking services and operations
Strong verbal and written communication skills
Proven ability to learn quickly and work as part of a team
Ability to work under pressure and meet time critical deadlines
Proficiency in MS office and Internet applications
Demonstrate cultural sensitivity and awareness