VP, Cash Management Relationship Officer

Position: VP, Business and Government Deposit Services Sales Officer
Department: Branch Administration
L
ocation: Hartford Capitol Area
Job Status: Full-Time
FLSA Status: Exempt
Grade: 13
Reports to: VP, Business & Government Deposit Services Sales Manager
Amount of

Travel Required:

Frequent travel
Positions Supervised: N/A

Responsible for outside sales and business development efforts, focusing on building and growing deposit relationships with the businesses, nonprofits and government entities in Connecticut
. Penetrates markets and develops new relationships by calling on present and prospective customers as well as referrals and cross selling. Maintains and manages current customers with balances above an established threshold and is responsible for maintaining the overall relationship. The individual will meet certain monthly goals.

• Manages current and new customer relationships, with emphasis on growing the Business & Government Deposit Services portfolio.
• Develop and execute a consistent outside sales and networking strategy to win new deposit relationships.
• Develop, grow and maintain municipal banking relationships within the Connecticut market.
• Extensive knowledge of all deposit and cash management products.
• Makes business calls to sell and market all bank products.
• Makes business calls with Retail Banking Team, Commercial Lenders and other business partners.
• Identifies sales opportunities through needs-based assessments, campaigns, prospecting and marketing lists and makes referrals to other departments, accordingly.
• Attains established individual goals through active participation in sales management and officer calling programs.
• Identifies possible opportunities and innovations for increased profitable commercial business.
• Develops commercial business and contributes to the bank’s deposit growth strategies by cross selling bank products and services.
• Ensures that all commercial customers maintain balances to offset applicable services provided. Discusses monthly analysis statements with assigned customers, while providing them with a high level of technical assistance and a superior level of customer service.
• Responds to RFP (Request for Proposal) issued by potential customers and assists Cash Management Operations staff with preparation of presentation response.
• Keeps abreast of legislation governing the commercial fields and ensures compliance with both bank policies and government guidelines.
• Attends seminars, meetings and events sponsored by the bank, trade organizations, and other entities.
• Participates in the business community by participation in various organizations as approved by the Bank.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position.
• Performs additional duties as requested.

• Business Development
• Communication
• Customer Relations
• Decision-Making/Judgment
• Sales Results
• Sales Skills & Activity

• Bachelor’s Degree in Business Administration or related field or equivalent experience.
• 5-8 years business development and sales experience.
• Strong knowledge and understanding of bank deposit and cash management products.
• Municipal Banking experience preferred.

Stand: F (Frequently)
Walk: F (Frequently)
Sit: F (Frequently)
Handling / Fingering: F (Frequently)
Reach Outward : F (Frequently)
Reach Above Shoulder: O (Occasionally)
Climb: O (Occasionally)
Crawl: N (Not Applicable)
Squat or Kneel: O (Occasionally)
Bend: O (Occasionally)
Lift/Carry 10 lbs or less: O (Occasionally)
11-20 lbs: O (Occasionally)
21-50 lbs: N (Not Applicable)
51-100 lbs: N (Not Applicable)
Over 100 lbs: N (Not Applicable)
Push/Pull 12…