Cash Management Specialist Senior

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions?

As a Cash Management Specialist Senior in Business Banking you are responsible for supporting the Cash Management Consultants and Cash Management Solutions Officers to ensure accurate pricing, onboarding and deal management is completed timely and accurately. A role as a Cash Management Specialist is for you.

The Cash Management Specialist Senior is key to ensuring deals are completed and managed through the process to deliver on client expectations, strive to deliver an exceptional client experience while mitigating risk, provide pricing support, implementation and booking of deals.

As a Cash Management Specialist within Business Banking, you are an integral part of the business development process and serve as an internal partner to the Cash Management field.

• Creates accurate and timely Proformas (pricing) and ensures all required approvals are provided before implementation.
• Owns the Cash Management back end processes ensuring all procedures are followed consistently and materials retained appropriately. (i.e.: Exception Pricing Process, CORE processes, etc.)
• Conveys a professional, knowledgeable and confident demeanor over the phone and in person.
• Builds collaborative internal relationships to develop and foster partnerships with CMC/CMSO/BRM/IA and other key resources.
• Prepares and takes an active role in participating in partner meetings.
• Performs accurate and timely entry into Business Central and TSDM.
• Protects the firm by applying sound risk management protocols and complying with regulatory requirements adhering to all risk and authorities matrixes, CORE processes and AML/KYC requirements.

• One year experience in Cash Management/Treasury Services or related business experience.
• General knowledge of Cash Management or banking products/solutions.

• Relationship Building
  - Ability to build relationships with clients and internal partners via the phone. Ability to influence those outside of direct management control.
• Marketing Expertise
  - Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects.
• Business Acumen
  - Ability to understand the overarching Cash Management business environment both internally and externally. Ability to manage business results in alignment with strategic objectives.
• Time Management
  - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.
• Judgment and Professionalism
  - Ability to make sound decisions that consider and balance the needs of the customer and the bank. Ability to display professionalism in written and oral communications, both internally and externally.
• Motivation
  - Ability to demonstrate tenacity, focus, and discipline to accomplish results.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.