Cash Management Sales Officer

When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us.  Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality.

The purpose of a Cash Management Sales Officer is to be actively selling and supporting cash management products and services within a defined territory(s). The role is expected to solidify member retention and relationships by providing a superior level of contact, service and response. The role will analyze account information from existing and prospective accounts and identify opportunities to expand and develop such relationships.
 
Responsibilities include but are not limited to:
• Manage a portfolio of business members and take regional and local accountability for delivering Treasury and Cash Management solutions to their business members.
• Places focus on revenue generating activities associated with the sale of Cash Management Products and Services.
• Prepares proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity.
• Establishes and maintains relationships with Commercial Lenders, Relationship Managers and Branch Managers.
• Provides coverage on product sales related inquiries from Commercial Lenders, Relationship Managers, Branch Managers other internal partners and members.
• Joins Relationship Managers and Branch Managers on in person sales calls or conference calls when appropriate.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the credit unions reputation and safeguarding Members 1st, its members and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
 
SKILLS
• Ability to deal with most problems independently and has some latitude to solve complex problems
• Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices
• Applies analytical thinking and knowledge of data analysis tools and methodologies
• Requires attention to detail when making judgments and recommendations based on the analysis of factual information
• Applies professional judgment when interpreting data and results
• Ability to break down information in a systematic and communicable manner
• Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information
 
COMPETENCIES
• Effective knowledge
• Accountability and self-management
• Teamwork and leadership
• Communication
• Innovation and problem-solving
 
WORKING CONDITIONS/PHYSICAL DEMANDS
• Ability to communicate effectively in English, both orally and in writing
• Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading
• Ability to sit for extended time periods
• Sufficient manual skill for operation of PC keyboard and other standard office equipment
• Ability to travel, including occasional overnight travel
• Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects
 

3-5 years of related experience

We are excited to offer a competitive salary for this position. This figure serves as the entry point in our salary range, and there is potential for the actual salary to be higher based on a variety of factors, such as your experience, skills, education, and location. We believe in recognizing and rewarding talent, so our compensation packages are thoughtfully designed to reflect the unique qualifications and contributions of each candidate.

At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE>me. To be sure you align with our company mission, vision, values and culture reference the information below.

Company Culture is at Our Core

If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word but means everything here. We think as one. One faM1ly. One community. One place where everyone belongings. Everything we do is in the best interest of all of us.

What WE Believe

Our Missions: WE serve our members, associates, and communities through support, empowerment, and meaningful relationships.

Our Vision: WE are growing our faM1ly by delivering everything they need to live well financially, through all life’s moments and milestones.

Our Values: WE deliver unparalleled experiences through a culture of WE. WE > me. WE are servant leaders- at work and in the communities we serve. WE are financially safe and sound stewards of members dollars. WE are faM1ly.

Join a company that grows with you – personally and professionally

Members 1st provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.