Cash Management Sales Officer

About the position

The Cash Management Sales Officer is responsible for identifying and pursuing new sales prospects within the Santander OneCommercial client base, focusing on enhancing liquidity balances and generating revenue. This role involves developing proposals, managing relationships with senior executives, and collaborating with Treasury Sales and Relationship Managers to provide complex liquidity solutions.

Responsibilities

• Initiates, develops and enhances relationships with senior executives at existing clients and targeted prospects.
• Plans and implements a calling program designed to achieve new business and revenue growth targets in conjunction with Relationship Managers.
• Develops calling programs, prepares proposals, finalizes sales, and oversees the implementation of services.
• Formulates client retention strategies for the portfolio revenue base and acts in a consultative capacity to cross-sell additional services.
• Identifies prospects and clients requiring Liquidity solutions including Non-interest and Interest-bearing accounts, Escrow, Commercial CDs, Insured Cash Sweep and Money Markets.
• Utilizes resources like RelPro, Salesforce, CapitalIQ, LexNex, Pitchdeck etc. to create targeted prospects and prepare for sales calls.
• Actively pursues all cross-sell opportunities with clients and prospects.
• Drives market engagement by partnering with RMs and TSOs on client facing activity related to liquidity and investments.
• Provides timely response to all internal & external inquiries by email, phone or in person meetings with relevant market information and product strategies/solutions.
• Partners with Liquidity Product to actively manage commercial CD portfolio.

Requirements

• Bachelor's Degree or equivalent work experience in Business or equivalent field.
• 5+ years of Business Development, Treasury Sales, Liquidity Product Specialist Management, or related experience.
• Self-motivated and adept at setting, driving and leading a team to execute pipeline growth success.
• Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
• Expert presentation and public speaking skills.
• Strong relationship management and negotiation skills.
• Strong organizational skills and detail orientation, as well as analytical skills.
• Demonstrated complex contact negotiation/creation skills.
• Ability to work remotely and independently.
• Ability to influence and drive complex initiatives and manage logistics with internal stakeholders.
• Ability to travel within assigned territory as required.

Nice-to-haves

• Master's Degree in Business or equivalent field.