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Associate - Sr. Cash Management Sales Specialist

Company: SMBC
Location: New York
Posted on: May 28, 2023

Job Description:

Support the cash management sales manager and team by positioning the products strategically and coordinate a solution for corporate clients by preparing pro-forma, agreements, presentation materials, etc., to further expand the business and meet annual sales target.
The anticipated salary range for this role is between $74,000 and $109,000. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

  • Build strong rapport with internal RMs and external clients to identify client needs in order to offer appropriate solutions.

  • Proactively follow-up on pending deals, keep track of each deal, provide status updates to sales manager & relationship manager, update sales pipeline and report the progress weekly & monthly to all relevant teams.

  • Participate in client meetings to present the solution and demonstrate products/services.

  • Work closely between all areas within the bank and communication with clients during the implementation stage to ensure satisfactory experience for clients.

  • Communicate frequently with product management team to be aware of any product updates/enhancements.

  • Build strong sales pipeline together with other sales team members and report KPI results to management.

  • Attend training sessions, seminars, and conferences to continue to learn new products & services, competitor landscapes, and more.


    • BA/BS or equivalent experience

    • 2+ years of client facing role at a major financial institution

    • Knowledge of Corporate Cash Management / Treasury services

    • Strong team player

    • Excellent communication skills both verbal and writing

    • Ability to work under pressure and meet time critical deadlines

    • Ability to prioritize tasks and manage the time effectively

    • Proficient skills on MS Excel & PowerPoint

      Job Locations US-NY-New York
      Posting Date 1 month ago (4/19/2023 1:19 PM)
      Career Category Cash Management / Sales
      iCIMS ID 2022-11701
      Corporate Title Associate
      Type Fulltime-Regular (Exempt/Non-Exempt)
      SMBC is an EO employer - M/F/Veteran/Disability

Keywords: SMBC, New York , Associate - Sr. Cash Management Sales Specialist, Accounting, Auditing , New York, New York

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