Commercial Banking Cash Management Sales Associate, Santander

• Bachelor's Degree or equivalent work experience: Business, Sales, Marketing or equivalent field. - Required
• 5+ Years Business Development, Sales or related experience. - Required
• Proven track record of prospecting new business and enhancing existing relationships
• Self motivated with proven sales skills and experience
• Excellent verbal and written communication skills and demonstrated team leadership ability
• Team player and capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client issues
• Ability to understand and interpret financial statements and cash flow analysis
• Assess and analyzes financial conditions of clients and the industry trends
• Ability to work effectively with other team members across the Bank at all levels

Desirable

• The Associate, Commercial Banking Cash Management Sales is responsible for supporting the Cash Management Sales business development activities and client retention in the region
• Works with the Cash Management Sales team in supporting the business development activities to drive revenue including building proformas, pitch books/PowerPoint decks, prolixity studies and other administrative duties
• Oversees the Cash Management Officer Pipeline and ensure smooth onboarding of existing customers via partnership with the Implementation Team
• Makes outbound follow-up calls to customers post implementation as part of the Voice of the Customer satisfaction program in support of the CMSO
• Manages the monthly expiring ECR & pricing exceptions
• Assists in preparing proposals for existing customers and prospective customers
• Creates schematics, gathers documents, and responds to the daily customer maintenance requests
• Engages in cross-selling cash management services to existing clients for additional products to ensure that all customer’s cash management needs are met
• Responds to daily client maintenance requests and research issues with urgency
• Identifies cross-sell opportunities within the portfolio when interacting with customers
• Manages the monthly expiring exception ECR & pricing as well as the new business Exception Pricing and ECR process as well as rebates