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Cash Management Sales ConsultantDescriptionAt Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.Job Description SummaryResponsible for identifying prospects and clients with Cash Management needsand selling appropriate solutions to meet the clients' needs.Serve as integral member of theclient management and Cash Management teams in assigned districts and/orsegment.Manage and cross sell to a portfolioof existing clients.Essential Job Functions
Works with Relationship Managers and individuallydevelops prospects for New Business through the sale of Cash Managementsolutions designed to meet client needs within assigned geography or businesssegment.
Assists Relationship Manager's with pre-qualifyingprospects with Cash Management needs.
Collaborate with Relationship Manager's to stay up todate on client relationships and maintain fluid communication withinternal partners to provide seamless service to clients.
Develops and maintains Centers of Influence (COI's)within the industry independently and with assigned RelationshipManager's.
Manages and cross sells to a portfolio of existing CashManagement clients, conducting relationship reviews with top clients noless than annually.
Serves as the main Cash Management clientcontact.
Identifies additional cross sell Cash Managementsolutions.
Prepare sales presentations providing a comprehensivesolution for clients' Cash Management needs including product pricingwhile maintaining bank profitability.
Keeps informed of current activities in the CashManagement field including new products and other general information ofcustomers.
Provides client feedback and input to product managersfor ideas regarding new product development, enhancements andmodifications requested or of interest to the market, based on actualclient feedback or competitor intelligence.
Other Job Duties
Keeping Relationship Managers informed of productenhancements and developments.
Oversee large complex client implementations to ensureproper setup.
Properly directs non-sales related client needs to theappropriate division for resolution.
Maintains call activity and pipeline accuracy in CRMtracking system (Touchpoint).
Performs other duties as assigned.
QualificationsRequired Experience
Bachelor's Degree and/or equivalent work experience
Requires 5 years minimum of cash management consultative sales experience
Proven track record and comprehensive knowledge of Cash management services and products
General banking services and bank operations
Some knowledge of basic commercial credit analysis and practices
Equal Employment Opportunity PolicyBank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.#LI-AM1Job: Sales and Sales RelatedLocation: United States-California-City of IndustryRequisition ID: 047422
Vacancy expired!