Key Account Representative responsible for promoting products to specialty healthcare providers in assigned territory. Engage with healthcare providers to enhance product visibility and influence treatment decisions.
About the role
- Manage corporate client portfolios assigned to Treasury Services, focusing on retention and revenue growth through cross-selling. Resolve complex cash management issues and support onboarding.
Responsibilities
- Manage a portfolio of corporate clients assigned to Treasury Services
- Retain and grow client deposit balances
- Identify and execute opportunities to drive additional revenue through cross-sell and product expansion
- Conduct proactive relationship management for clients assigned to the Treasury Services P&L
- Maintain a minimum of four annual touchpoints and document in CRM (Salesforce)
- Assist large corporate clients daily with complex cash management issues and requests
- Support onboarding team on complex implementations and training
- Train customers on basic cash management functions as needed
- Act as a resource assisting other areas of the bank with cash management issues
- Participate in enterprise-wide projects as needed
Requirements
- 5+ years Banking experience
- 2+ years Cash Management experience
- Strong organizational and communication skills
- Strong sense of urgency & ability to independently manage time/workload
- Experience/Comfort with quantifiable revenue goals
- Basic working understanding of cash management products and tools, including account analysis accounts and functionality, and general deposit account knowledge
- Proficiency with Microsoft Office Excel, Word, FIS Tools, Salesforce, and Cash Management-specific platforms such as Bottom-line Technologies, ERP Solutions, and Remote Capture platforms preferred
Benefits
- medical, dental, vision, life and disability insurance
- retirement
- vacation
- tuition reimbursement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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