Cash Management Sales Associate
Cash Management Sales Associate
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$ 75000 - 85840
1 Vacancy
Job Description
Benefits Overview
A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do order to be the best we hire the best!
Remarkable Benefits Offered by CoBank
- Careers with a purpose
- Time-Off Packages 15 days of vacation 10 paid sick days and 11 paid holidays
- Competitive Compensation & Incentive
- Hybrid work model: flexible arrangements for most positions
- Benefits Packages including Medical Dental and Vision coverage Disability AD&D and Life Insurance
- Robust associate training and development with CoBank University
- Tuition reimbursement for higher education up to $10k per year
- Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match
- Community Impact: United Way Angel Day Volunteer Day and Associate Directed Contribution
- Associate Resource Groups: creating a culture of respect and inclusion
- Recognize a fellow associate through our GEM awards
Job Description
The core responsibility of the Cash Management Sales Associate (CMSA) role is to provide consistent and foundational support to Cash Management Sales Consultants in their efforts to retain grow and acquire Cash Management Solutions (CMS) customers. CMSA continuously collaborates with the Consultants Banking Group Relationship Managers Bank Operations the CMS Customer Service and Implementation teams and various other critical partners. To be successful the CMSA maintains and builds a strong customer focus an awareness and understanding of the Banks CMS sales procedures and is well-versed in the uses of the CMS Products and the operational and pricing aspects of the services used by customers. Given these responsibilities it is key to hold solid analytical interpersonal communication and presentation skills.
Essential Functions
- Prepares for upcoming calls and performs research using industry and client data to focus on trends and needs.
- Leads the process around the creation of appropriate sales presentations and proposal materials that match customer needs and positions the Bank for success.
- Prepares for client reviews by coordinating needed materials. Skilled at researching needed internal and external data points to deliver valuable insights and position key points.
- Executes consistent updates to pipeline management sales tracking call reports and follow-ups. Works to become expert with Bank source systems like CRM pricing tools core system implementation systems and research databases.
- Supports Sales Consultants in the retention and growth of the current book of customers and exceeding portfolio growth goals.
- Becomes expert in developing pricing Proforma summaries for CMS product sales. Has a keen understanding of CMS fee schedule profitability and pricing strategies to offer ideas on client pricing options.
- Has a consistent focus on the customer experience and understands the timing and process for service escalations and the implementation process.
- Leads post-sale customer implementation documents collection and collaborates with CMS Implementations team to ensure a smooth implementation.
- Develops strong working relationships with internal teams including CMS Support Product teams and Operations.
- Assists in coordinating internal stakeholder meetings by documenting action items and distributing follow-ups. Daily focus on all needed partner communication meetings and updates.
- Learns and adheres to bank policies compliance requirements and risk management protocols.
- Focuses on recognizing cross-sell opportunities prospecting and developing new business.
Education
- Bachelors Degree in Business Finance Accounting Economics Agribusiness etc. required
Work Experience
- 2 years of experience in banking finance client support or sales-related roles required
- Energetic self-starter with the ability to learn quickly work in a team environment and adapt to a fast-paced setting.
- Knowledge of financial modeling techniques and preparation of pro forma financial statements.
- Strong time management and organizational skills.
- Ability to work independently as well as collaboratively in a team environment.
- Strong customer service orientation with the ability to work effectively with external customers.
- Strong analytical decision making and problem solving skills.
- Excellent verbal written communication and presentation skills.
- Excellent interpersonal skills with the ability to influence and build consensus and build and maintain effective working relationships with management associates customers and other stakeholders at all levels.
- Knowledge of Microsoft Office applications (Office Word PowerPoint Excel) with advanced ability to use spreadsheets and database applications.
- Participates in mentorship and learning opportunities to prepare for future career advancement within Cash Management.
About CoBank
The typical base pay range for this role is between $75000 - $85840. Compensation may vary based on individual job-related knowledge skills expertise and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
The listed salary other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion subject to applicable law.
CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans leases export financing and other financial services to agribusinesses and rural power water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76000 farmers ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture rural infrastructure and rural communities. Headquartered outside Denver Colorado CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore.
REASONABLE ACCOMMODATION
We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants including qualified individuals with disabilities. If you are an applicant with a disability or are assisting an applicant with a disability and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process including completing an application interviewing or otherwise participating in the employee selection process please submit a request by emailing Include your contact information and specific details about your requested accommodation.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
CoBank is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation national origin disability or status as a protected veteran.
Required Experience:
IC
Employment Type
Full-Time
