Job Description
Job Summary:
The Cash Management Sales Officer is responsible for identifying, analyzing, selling and supporting cash management products and services to established business customers and targeted prospective commercial and corporate clients.
Essential Responsibilities:
Works closely with relationship officers in attaining service charge and deposit goals
Analyzes the profitability of existing business relationships / prospects and the price structure
Analyzes financial statements of the company to determine the banking products and services that best meet their needs.
Solidify customer retention efforts by providing a superior level of customer service
Assesses customer needs and recommends effective strategies
Participates in on-boarding process of new clients
Visits prospects
Negotiates pricing to optimize profitability of product or service solution...
The Cash Management Sales Officer is responsible for identifying, analyzing, selling and supporting cash management products and services to established business customers and targeted prospective commercial and corporate clients.
Essential Responsibilities:
Works closely with relationship officers in attaining service charge and deposit goals
Analyzes the profitability of existing business relationships / prospects and the price structure
Analyzes financial statements of the company to determine the banking products and services that best meet their needs.
Solidify customer retention efforts by providing a superior level of customer service
Assesses customer needs and recommends effective strategies
Participates in on-boarding process of new clients
Visits prospects
Negotiates pricing to optimize profitability of product or service solution...
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Submit ApplicationJob Details
- Location Boca Raton, FL
- Job Type Full-time
- Category other-general
- Posted Date June 29, 2026
- Application Deadline July 09, 2026