Cash Management Relationship Manager

Position Summary:

The Cash Management Relationship Manager coordinates and participates in the development, sales, implementation, facilitation, and servicing of Cash Management services including but not limited to:
Business eBanking, ACH and Wire Origination, Lock Box, Remote Deposit, Positive Pay, Sweeps and Account Analysis. The Cash Management Relationship Manager is expected to work independently and be a strong liaison between the customer and the bank in regards to sales and servicing of our commercial customer deposit base. The Cash Management Relationship Manager will work closely with the Commercial Lending and Retail Banking teams on sales opportunities and coordinate cash management implementation and support services with the eBanking and Deposit Operations teams or system vendors to implement and resolve technical and system issues that directly impact Cash Management products and services.

• Demonstrates a high-level understanding/knowledge around all Dime Bank Cash Management products, services and systems and maintains strong consultative relationships with the Bank's existing Cash Management customer base.
• Manages all elements of the Cash Management sales business cycle to ensure successful product/service implementation including:
  Interviewing and analyzing customer product needs, conducting a cash management product and fee analysis, preparing welcome packages and on-boarding kits for new customers, recommending credit underwriting standards to establish credit file limits, completing account opening documentation, and performing installation, file mapping and testing of customer files. Responsible for training customers on product usage ensuring best practices and security standards are implemented and prepares annual ACH originator training program for all ACH originators.
• Coordinates with various business units in the planning, development, implementation and execution of the goals that support the growth targets of the Bank. Builds collaborative internal relationships and fosters partnerships with Retail, Commercial Lending and Dime Trust Services. Responsible for sales visits with prospects and existing customers, at times in conjunction with the business units, for deployment of Cash Management Services.
• Originates, grows and maintains a portfolio of commercial deposit customers via referrals and self-sourcing through centers of influence, community involvement and expansion of existing customer base.
• Serves as a trusted advisor by leveraging core knowledge and engaging with clients and prospects in a consultative business development approach. Provides recommendations that add value and deliver strategic solutions for their cash management needs and ensures the continued growth of the bank’s commercial service charge portfolio, increase core deposits and initiate lending referrals.
• Collaborates and assists Deposit Operations/eBanking Associates with support and servicing of cash management customer’s needs to ensure clients receive superior operational support. Handles higher level calls from customers and assumes ownership of escalated client issues and leverages the appropriate resources to champion results.
• Tracks business sales and service activities/data and pipeline report. Presents reports/updates to management as required. Analyzes report for cash management product and service sales usage and service performance levels in order to implement product improvements and solutions that may be helpful to our customers/prospects and develops business plans for new products/enhancements for existing products, delivery systems, service, etc.
• Conducts annual customer site visits and coordinates all annual review functions to…