Home > Projects > Banking > CASH MANAGEMENT SALES ASSOCIATE

Santander Bank
Boston, MA

CONTACT: send resume to smason@santander.us

The Cash Management Sales Associate position is responsible for supporting the Cash Management Sales Officers business development activities and client retention in the region. In this position, the Sales Associate would assist in preparing proposal, gathering documents, managing the monthly expiring ECR & pricing exceptions and responding to the daily customer maintenance requests.

Additionally, the Sales Associate would be engaged in cross-selling cash management services to existing clients for additional products and small dollar value sales to prospects that do not require an in-person appointment.

RESPONSIBILITIES:

  • Works with the Cash Management Sales Officers in supporting the business development activities to drive revenue
  • Engages in cross-selling cash management services to clients & prospects through referrals from the Cash Management Sales Officers or through direct portfolio review
  • Coordinates documentation for new client onboarding and ongoing maintenance requests
  • Creates pricing proformas for RFPs and coordinate submission of any exception pricing requests
  • Creates Relationship Review presentations and schematics
  • Manages the monthly expiring exception ECR & pricing 

REQUIREMENTS:

  • Bachelor’s degree or equivalent required
  • At least 3 years of Banking experience
  • Proficient in PowerPoint, Excel & Word
  • Ability to work effectively with other team members across the Bank at all levels
  • Exceptional written and verbal communication skills
  • PC proficiency; ability to develop spreadsheets and software to support sales efforts
  • Prior sales and client problem resolution experience with commercial clients
  • Strong organizational skills and the ability to multi-task
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