Recruit and manage insurance broker partnerships to sell Cyber Insurance solutions. Enhance broker effectiveness through presentations and collaboration with Sales and Marketing teams.
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
Commerce Partnerships Manager at Hearst UK focusing on Affiliate revenue growth through negotiations and eCommerce strategies. Collaborating with editorial and key stakeholders across multiple verticals.
Public Relations Account Manager managing communications for clients in the cryptocurrency sector. Creating strategic plans, writing materials, and mentoring junior staff in a hybrid environment.
Account Manager responsible for managing PR for clients in the cryptocurrency and web3 sectors. Developing communication strategies and fostering media relationships within the industry.
Responsible for business development and client relationship management in healthcare finance. Engages with senior executives to offer tailored banking solutions and monitor portfolio risk.
Virtual Relationship Manager assisting customers with financial goals in a remote capacity. Engaging with customers effectively through digital channels.
Account Manager managing a portfolio of app publisher partners at adjoe. Driving revenue growth and optimizing user experiences through data - driven insights and strong relationships.
Dealership Account Manager at Lendbuzz building partnerships with dealerships in Bridgewater, NJ. Driving growth through field visits and market analysis, within a flexible work environment.
Dealership Account Manager expanding market reach and building partnerships with dealerships in the automotive finance sector. On - site visits and relationship management are key responsibilities.
Account Manager at tech company in Guadalajara ensuring smooth client account management and growth opportunities post - sales. Balancing communications and support while facilitating deployment and platform usage.