Treasury Management Sales Officer- Hybrid Role

hace 7 días

Panama Cadence Bank A tiempo completo

There are many things to consider when deciding on your next employer. Do you want a job where you earn a paycheck? Or do you want a CAREER with a company that values their employees as well as the communities that they are in? At Cadence Bank we are more than just a work place.

We are a company that prides itself on values and the people that we employ. Start your search for a career with our company As a Sales Officer within Cadence Bank Treasury Management, the individual's primary role will be to balance support of the Sales Officers in the team in terms of client related matters with a calling effort to existing bank clients throughout the bank footprint. In addition, she/he is to support management related materials for the regional sales managers.

The sales associate will split their focus between in-market sales support and remote calling sales efforts as defined by the department manager. As a sales officer, this position provides good opportunity to learn about the sales organization, client behaviors and sales tactics/strategy, products and services (including cash management, liquidity and short-term investments as well as technology offerings) offered by Treasury Services as well as insight into the various markets/clients across the bank’s footprint. To succeed, she/he will need to be business focused, have strong technology skills with Microsoft and Google products (Docs/Word, Sheets/Excel, Slides/PowerPoint) work closely with internal resources such as product, implementation, training and sales teams, as well as be able to perform well within a remote sales environment. Objective #1 Sales Support - Supporting the sales team with the following functions: Demo all existing treasury management products as well as any new technology rolled out by the product team Proforma preparation for new or existing clients Be engaged in supporting the entire sales and pipeline management process Objective #2 Portfolio Development - Identify targeted existing clients and execute the departmental remote sales strategy Call on existing portfolios through referrals from the Retail Branch Network, Relationship Managers, and Treasury Sales Officers Self-identify prospective development strategies through the use of analysis reporting, Product lists, and cross departmental reporting Participate in sales meetings and provide education to supported teams Objective #3 Develop product knowledge and selling skills Attend the product calls, sales training meetings, and internal training sessions Attend bank required training sessions Attend lunch and learn training sessions Objective #4 Support gaps in existing markets Serve as temporary Treasury Management Officers for markets with gaps in in-market support Provide education to supported teams Provide mentorship and support to new team members within the group as well as within the wholistic Treasury Management Sales team Objective #5 Develop partnerships - Build a strong network with our customer service and implementation colleagues, TMO’s and product specialists.

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