| Location: |
PA-Lancaster
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV) |
| Salary Range: |
50000 - 60000 |
| Bonus & Incentives: |
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| Position Responsibilities: |
Summary:
Responsible for the sale, implementation, and service of business depository and cash management products to current and prospective customers
Responsibilities:
• Work as part of the bank’s sales team by making joint and/or solo calls on current and prospective business customers
• Evaluate customer needs for cash management and business depository services
• Prepare and present service proposals to business clients including in-depth comparative analyses and/or responses to formal Requests for Proposal (RFPs)
• Implement new accounts and services including business checking accounts, CDs, Sweep accounts, Business Online Banking, ACH, Remote Deposit Capture, etc.
• Maintain a thorough working knowledge of all the bank’s business account types, cash management services, account analysis system and other applications as needed
• Act as a secondary contact/back-up to the Merchant Services Sales & Service Officer regarding all business card based services including credit cards, debit cards, gift cards and merchant services.
• Primary customer contact for ongoing Corporate Services maintenance and customer satisfaction. Primary contact for problem-solving issues related to Corporate Services.
• Recommend product enhancements and/or development based upon customer and market place needs.
• Strong technology orientation with regard to customer installations and/or problem resolution for products such as ACH, Business Online Banking, Remote Deposit Capture, Credit Cards, etc. Ability to conduct customer onsite demonstrations and installations.
• Responsible for daily Sweep account settlement function and report preparation
• Assist Corporate Services Group Manager in the preparation and/or delivery of business depository and cash management service education to team members
• Refer business customers/prospects to other UNCB team members as appropriate to support their service needs; i.e., commercial credit officers, branch managers, private banking, etc.
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| Education and Certifications/Licenses: |
Bachelors |
| Mandatory Minimum Qualifications: |
Requirements:
• An undergraduate degree (business related preferred), or related professional experience such as Certified Treasury Professional (CTP) or Certified Cash Manager (CCM).
• Prior banking experience is essential.
• Prior cash management sales and/or product implementation experience is preferred
• Capable of working independently and being self-motivated.
• Work requires skills necessary to operate a computer (Word, Excel and Outlook, calculator, and telephone, fax machine and copier.
• Excellent knowledge of Internet and technology functions.
• Excellent customer service and sales skills, which includes strong communication skills, good listening skills, patience.
• Excellent problem solving/troubleshooting skills.
• Ability to think on your feet.
• Product knowledge of bank service and products.
• Strong organizations skills and detail oriented.
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| Preferred Qualifications: |
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| Additional Comments: |
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| Benefits: |
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| Overnight Travel: |
None Listed |
| Relocation Assistance: |
No |
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