Cash Management Sales Officer II

Tompkins Financial
Buffalo
Workplace: OnsiteFull timeUSD 92,500 - 120,000 annuallyFunction: SalesExperience: 5+ yearsEducation: high_schoolSkills: ["Communication","Customer focus","Problem-solving","Time management","Ownership"]

Drive consultative cash management sales across Commercial, Community, and Public Funds by building and expanding client portfolios and partnering with Commercial bankers. Own account planning, pipeline and calling activity, and executive client consultations while reviewing and negotiating cash management services and pricing. Maintain market competitiveness through competitor monitoring and regular relationship reviews, escalating issues as needed and keeping the CRM updated to support revenue growth and profitability goals.

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Tompkins Financial
Tompkins Financial
2 days ago

Cash Management Sales Officer II

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Last checked: 14 hours agoStatus: Live

Job Summary

Drive consultative cash management sales across Commercial, Community, and Public Funds by building and expanding client portfolios and partnering with Commercial bankers. Own account planning, pipeline and calling activity, and executive client consultations while reviewing and negotiating cash management services and pricing. Maintain market competitiveness through competitor monitoring and regular relationship reviews, escalating issues as needed and keeping the CRM updated to support revenue growth and profitability goals.
Location: Buffalo
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Proactively grow and retain high-quality clients to drive profitability and surpass bank targets.
  • •Develop advanced knowledge of cash management products and services (including pricing) and deliver training and explanations to internal partners and clients.
  • •Review, negotiate, and deliver consultative cash management solutions across customer segments, supporting balance retention and portfolio growth.
  • •Lead support for new revenue acquisition and expansion/retention by managing client portfolios and sustaining income.
  • •Manage sales execution through pipeline management, calling activity, monthly account analysis review, CRM updates, and escalation of sales/product/service issues.

Pay and Benefits

Salary: USD 92,500 - 120,000 annually
Perks:Health InsuranceDentalVision401kProfit SharingPaid LeaveFree Parking11 HolidaysEmployee Referrals

Key Requirements

  • •5+ years of experience in financial services with a focus on Cash Management Sales and Service.
  • •High school diploma or GED equivalent.
  • •Strong understanding of banking compliance and regulatory requirements for cash management products and services, including risk interpretation.
  • •Exceptional interpersonal, oral, and written communication with superior customer service skills.
  • •Advanced analytical, mathematical, problem-solving, and time-management skills, including managing multiple deadlines and prioritizing with attention to detail.
Experience:5+ yearsFinancial servicesBankingCash management
Education:High School
Skills:CommunicationCustomer focusProblem-solvingTime managementOwnership
Certifications:Certified Cash Management (CCM)Certified Treasury Professional (CTP)
Tech Stack:CRM

Company Brief

Tompkins Financial
Financial services holding company offering commercial and retail banking, wealth management, insurance, and employee benefits solutions through its subsidiary brands. Primarily serves individuals, businesses, and institutions across upstate New York and neighboring markets.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 250M to 500M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Ithaca, United States
Founded: 1836
WebsiteLinkedIn