Cash Management Sales Specialist
Chemung Canal Trust, Buffalo, New York, United States, 14266
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At the heart of our success is a team of passionate, skilled, and dedicated individuals. We’re on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth.
As a proud community bank, we believe in giving back to the neighborhoods we serve. Supporting local events and organizations across our 14-county footprint isn’t just something we do, it’s who we are. It’s our way of saying thank you to the people who make this region an incredible place to live, work, and grow.
Interested in making a difference while building a rewarding career?
We invite you to review the job description below and apply today. We look forward to learning more about you.
Together, we build something amazing—and we support you with benefits such as:
Profit Sharing/401K Plan
Health, Dental & Vision Insurance
Tuition Reimbursement
Paid time off
Employee Assistance Program
…and more!
Job Title
Cash Management Sales Specialist Here’s how you’ll make an impact
Responsible for providing analytical, administrative, and coordination support for the cash management sales functions. This position serves as a critical bridge between sales, operations, and clients ensuring accuracy, consistency, and timely execution of sales-related activities. Enhances sales team productivity by preparing proposals and pricing proformas, reviewing client data, coordinating onboarding activities, and supporting ongoing pricing reviews in alignment with established pricing and product standards. Ensures proposal accuracy, completeness, and consistency. Assists sales leadership with industry specific proposals and RFP responses. Analyzes bank and account analysis statements to support solution design. Prepares contracts and implementation documentation, in accordance with treasury management services set-up processes; reviews and checks documents for completeness, accuracy and conformance with applicable rules/regulations and procedural requirements. Coordinates onboarding activities between sales, operations, and clients. Schedules and tracks implementation steps and key milestones. Ensures required documentation and approvals are completed prior to onboarding. Serves as the primary point of contact for clients during the onboarding coordination phase. Supports annual and periodic pricing reviews, identifying pricing gaps, inconsistencies, and opportunities. Coordinates pricing updates with sales leadership and operations. Partners and supports identification of product improvements/solutions and communicates recommendations to Manager. Establishes strong internal partnerships with sales and operations partners within Cash Management, relationship managers, and business partners. Completes the appropriate risk assessments and enhanced due diligence forms for new customer acquisitions. Conforms to General Performance Expectations as identified for all employees. Qualifications/Requirements
Bachelor’s Degree in Business preferred; Three to five years’ experience and/or formal training in a related position Demonstrated knowledge of banking, depository, and treasury management products Demonstrated proficiency in Microsoft Word, Excel and PowerPoint, computer software and operating systems Proficient interpersonal skills, sales and communication skills in dealing with clients and all levels of management Proficient problem solving and analytical skills Ability to travel; Valid Driver’s License required Salary
Salary Range $23.54 to $36.38 Hourly Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits. Chemung Canal Trust Company/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.
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Cash Management Sales Specialist Here’s how you’ll make an impact
Responsible for providing analytical, administrative, and coordination support for the cash management sales functions. This position serves as a critical bridge between sales, operations, and clients ensuring accuracy, consistency, and timely execution of sales-related activities. Enhances sales team productivity by preparing proposals and pricing proformas, reviewing client data, coordinating onboarding activities, and supporting ongoing pricing reviews in alignment with established pricing and product standards. Ensures proposal accuracy, completeness, and consistency. Assists sales leadership with industry specific proposals and RFP responses. Analyzes bank and account analysis statements to support solution design. Prepares contracts and implementation documentation, in accordance with treasury management services set-up processes; reviews and checks documents for completeness, accuracy and conformance with applicable rules/regulations and procedural requirements. Coordinates onboarding activities between sales, operations, and clients. Schedules and tracks implementation steps and key milestones. Ensures required documentation and approvals are completed prior to onboarding. Serves as the primary point of contact for clients during the onboarding coordination phase. Supports annual and periodic pricing reviews, identifying pricing gaps, inconsistencies, and opportunities. Coordinates pricing updates with sales leadership and operations. Partners and supports identification of product improvements/solutions and communicates recommendations to Manager. Establishes strong internal partnerships with sales and operations partners within Cash Management, relationship managers, and business partners. Completes the appropriate risk assessments and enhanced due diligence forms for new customer acquisitions. Conforms to General Performance Expectations as identified for all employees. Qualifications/Requirements
Bachelor’s Degree in Business preferred; Three to five years’ experience and/or formal training in a related position Demonstrated knowledge of banking, depository, and treasury management products Demonstrated proficiency in Microsoft Word, Excel and PowerPoint, computer software and operating systems Proficient interpersonal skills, sales and communication skills in dealing with clients and all levels of management Proficient problem solving and analytical skills Ability to travel; Valid Driver’s License required Salary
Salary Range $23.54 to $36.38 Hourly Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits. Chemung Canal Trust Company/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.
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