Cash Management Sales - Associate

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
83K-125K Annually
Senior level
Financial Services
The Role
The Associate, Cash Management Sales supports business development and client retention through proposal preparation, customer follow-ups, and cross-selling services.
Summary Generated by Built In
Cash Management Sales - Associate

Country: United States of America

Your Journey Starts Here:

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make:
The Associate, Cash Management Sales is responsible for supporting the Cash Management Sales business development activities and client retention in the region.

  • Works with the Cash Management Sales in supporting the business development activities to drive revenue including building proformas, pitch books/PowerPoint decks, prolixity studies and other administrative duties.
  • Oversees the Cash Management Officer Pipeline and ensure smooth onboarding of existing customers via partnership with the Implementation Team.
  • Makes outbound follow-up calls to customers post implementation as part of the Voice of the Customer satisfaction program in support of the CMSO.
  • Manages the monthly expiring ECR & pricing exceptions.
  • Assists in preparing proposals for existing customers and prospective customers.
  • Creates schematics, gathers documents, and responds to the daily customer maintenance requests.
  • Engages in cross-selling cash management services to existing clients for additional products to ensure that all customer’s cash management needs are met.
  • Responds to daily client maintenance requests and research issues with urgency.
  • Identifies cross-sell opportunities within the portfolio when interacting with customers.
  • Manages the monthly expiring exception ECR & pricing as well as the new business Exception Pricing and ECR process as well as rebates.

What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's Degree or equivalent work experience: Business, Sales, Marketing or equivalent field. - Required.
  • 5+ Years Business Development, Sales or related experience. - Required.
  • Proven track record of prospecting new business and enhancing existing relationships.
  • Self motivated with proven sales skills and experience.
  • Excellent verbal and written communication skills and demonstrated team leadership ability.
  • Team player and capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client issues.
  • Ability to understand and interpret financial statements and cash flow analysis.
  • Assess and analyzes financial conditions of clients and the industry trends.
  • Ability to work effectively with other team members across the Bank at all levels.

Certifications:

  • No Certifications listed for this job.

It Would Be Nice For You To Have:

  • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • Experience in Microsoft Office products.

This position can be located in Florham Park NJ or Conshohocken PA

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum:

$82,500.00 USD

Maximum:

$125,000.00 USD

Link to Santander Benefits:

Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next:

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at [email protected] to discuss your needs.

Top Skills

MS Office
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The Company
HQ: Boadilla del Monte, Madrid
136,172 Employees

What We Do

Banco Santander (SAN SM, STD US, BNC LN) is a leading commercial bank, founded in 1857 and headquartered in Spain and one of the largest banks in the world by market capitalization. The group’s activities are consolidated into five global businesses: Retail & Commercial Banking, Digital Consumer Bank, Corporate & Investment Banking (CIB), Wealth Management & Insurance and Payments (PagoNxt and Cards). This operating model allows the bank to better leverage its unique combination of global scale and local leadership. Santander aims to be the best open financial services platform providing services to individuals, SMEs, corporates, financial institutions and governments. The bank’s purpose is to help people and businesses prosper in a simple, personal and fair way. Santander is building a more responsible bank and has made a number of commitments to support this objective, including raising €220 billion in green financing between 2019 and 2030. In the first quarter of 2024, Banco Santander had €1.3 trillion in total funds, 166 million customers, 8,400 branches and 211,000 employees.

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