Cash Management Sales and Service Officer

New York, NY/Garden City, NY- Hybrid
Salary Range: $80,000 - $110,000

The Cash Management Sales & Service Officer is tasked with expanding Apple Bank’s cash management portfolio through strategic networking and effective collaboration with internal stakeholders, serving as the primary accountable contact for advising prospects and clients on deposit and cash management solutions tailored to their business requirements. This role emphasizes the identification of methods to attract low-cost deposits, enhance client experience, and generate fee income through the proficient promotion of cash management products and services. Acting as the central point of contact, the Officer conducts product demonstrations, provides training, and resolves support inquiries. Furthermore, the Officer partners closely with the retail network to deliver timely updates and sustained support, facilitating business growth from cash management leads.

The successful candidate will demonstrate comprehensive expertise in FIS Digital One and Cash Management applications, offer guidance for system-related queries, support internal business development activities, maximize client value, and maintain exemplary standards of customer service. This position requires the incumbent to divide time between our Garden City, NY location and New York City corporate headquarters.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Identify, engage, and secure new customers by actively prospecting and collaborating with both internal stakeholders and external partners.
• Maintain and develop relationships with current customers.
• Assess opportunities to build or enhance relationships by evaluating customer and business needs, considering options, and addressing internal priorities based on risk analysis.
• Conduct virtual and in-person demonstrations of cash management services for potential clients.
• Provide training for services during onboarding of new customers or when adding products or services for existing customers.
• Attend Branch and District Manager meetings to inform staff about product and service updates and provide training on sourcing cash management leads.
• Accompany Relationship/Branch Managers during meetings with prospective clients.
• Address customer issues or escalate them as appropriate.
• Complete customer profile setups and perform system maintenance on the FIS platform.
• Maintain adherence to risk management guidelines, executing relevant BSA/KYC/CDD processes and procedures.
• Collaborate with branch and relationship management to identify potential cash management prospects within their client portfolios.
• Support clients and branch staff throughout the implementation process to facilitate customer experience.
• Respond to inquiries from internal and potential clients to help complete returned documents promptly for submission.
• Perform other assigned duties.

SKILLS, EDUCATION, & EXPERIENCE

• Bachelor's degree is preferred; however, candidates with equivalent professional experience will also be considered.
• Minimum 5 years retail banking, including at least 2 years in cash management.
• Strong knowledge of cash management/treasury service products.
• Sales skills preferred and must be client-focused, as well as detail oriented.
• Strong verbal and written communication skills.
• Advanced analytical and critical thinking abilities.
• Discretion with confidential information.
• Able to work independently.
• Proficient in Microsoft Office applications, SharePoint and Commercial Online portals.

Visa sponsorship not available.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.