You will partner with Business Banking Cash Management as the subject matter expert on solution design, pricing, and presentation delivery as part of a team effort to secure, retain, and grow receivables relationships that significantly contribute to the overall profitability for the firm.
As a Receivables Product Solution Specialist (PSS) in Business Banking, you will lead the delivery of Receivables and Connectivity solutions through best-in-class product solution that leverages connectivity and reporting capabilities of the Firm.
Job Responsibilities
- Regarded as the subject matter expert on complex Cash Management receivable product solutions
- Serves as a trusted advisor, leveraging expert knowledge, to proactively identify, create and pitch profitable receivable product solutions while working within the risk parameters that protect the bank
- Leads client receivables process reengineering recommendations, perform business case analysis for clients supporting an integrated payables solution set, and articulate the end-to-end operational and working capital benefits of our receivables products
- Scaling and integrating receivables platforms by defining the product and end-to-end delivery strategy, packaging solutions against client segments. Managing product launches and providing in depth training and support to the Cash Management team to ensure a best in-class client experience
- Possesses a strong client presentation skill set. Passionate about leading and delivering solutions to clients.
- Thinks strategically and presents recommendations for sustainable product knowledge solutions focusing on training, knowledge retention, material presentation, and development of functioning resources
- Actively participates in partner meetings and communicates key Cash Management complex payables messages timely and accurately; builds collaborative relationships with the Cash Management Product & Production teams, sales teams, and cross-functional partners
Required qualifications, capabilities, and skills
- Minimum of 5 years of Treasury/Cash Management sales or product management/development experience, with a focus on the receivables product set
- Strong technical expertise, receivables industry knowledge, and consultative background around complex solutions
- Strong executive management presentation skills
- Laser focus in understanding and articulating customer needs and turning needs into actionable solutions and sales
- Ability to generate ideas, identify and lead the development of new business
- Demonstrates excellent selling and negotiation skills
- Strong working relationships with clients, colleagues, and cross-functional partners; Demonstrates strong time management, organizational and planning skills. Moderate travel is required to support a multi-state sales territory
Preferred qualifications, capabilities, and skills
- Relationship Building – Ability to build strong relationships with clients and internal partners. Ability to influence those outside of direct management control.
- Marketing Expertise – Ability to leverage expert knowledge to proactively and creatively present solutions to clients and prospects
- Business Acumen – Ability to understand the overarching Cash Management business environment both internally and externally
- Ability for business results in alignment with strategic objectives
- Time Management – Ability to establish and consistently follow a disciplined process to plan activities, manages time and accomplish tasks and objectives
- Judgment and Professionalism – Ability to make sound decisions that consider and balance the needs of the customer and the bank. Ability to display professionalism in written and oral communications, both internally and externally
- Motivation - Ability to demonstrate tenacity, focus, and discipline to accomplish results