Relationship Manager - Cash Management Services - Bank

Cash Management Services - Relationship Manager (Bank)

As a Cash Management Services (CMS) Relationship Manager at a bank, you'll play a pivotal role in identifying and capitalizing on CMS opportunities in the market.

Here's a breakdown of your responsibilities:

- Market Analysis and Targeting: Work closely with the Relationship team to identify potential CMS opportunities within targeted companies, industries, and sectors.

- Customer Interaction: Engage with potential customers across various consumer segments to understand their needs and tailor CMS products and services accordingly.

- Technical Integration: Understand the technical requirements for system integration related to CMS products/services and ensure seamless implementation.

- Solution Structuring: Develop customized solutions and pricing strategies to secure mandates, ensuring that revenue aligns with associated risks and operational efforts.

- Product Demonstration: Conduct product demonstrations of CMS systems for both internal branches and external clients to showcase functionality and benefits.

- Market Penetration: Support the Relationship Team in achieving desired market penetration by providing marketing support, organizing visibility campaigns, and enhancing brand presence.

- Collaboration and Coordination: Liaise with product, IT, and operations teams to ensure smooth deal execution, seamless system integration, and efficient ongoing operations.

- Market Intelligence: Continuously gather competition and market intelligence, providing valuable insights to the product team to stay ahead in the market.

- Risk Management: Assess and mitigate risks associated with CMS products and services by conducting thorough risk analyses and implementing appropriate risk management strategies.

- Client Relationship Management: Foster strong, long-term relationships with clients by providing exceptional service, addressing their concerns promptly, and serving as a trusted advisor for their cash management needs.

- Continuous Improvement: Continuously review and improve CMS offerings based on market feedback, technological advancements, and changing customer preferences to maintain competitiveness and drive business growth.