Cash Management Advisor (Fintech)

TL;DR

Cash Management Advisor (Fintech): Directing and coordinating cash management solutions for corporate, commercial, and retail customers with an accent on optimizing cash flow operations and product utilization. Focus on building trusted advisor relationships, presenting complex financial proposals, and collaborating across business lines to enhance service delivery.

Location: Omaha, NE, US

Salary: $103,040–$159,750

Company

A financial cooperative serving rural America and agribusinesses through a collaborative network of associations providing credit, insurance, and financial services.

What you will do

• Serve as the primary expert for the consultation and implementation of complex cash management products.
• Collaborate with lending and operations teams to provide specialized financial expertise.
• Prepare and present comprehensive proposals and demonstrations to address customer cash management needs.
• Maintain accurate records in the CRM system regarding customer interactions and workflow stages.
• Perform timely follow-ups to ensure successful implementation and customer satisfaction.
• Research market trends and competitor pricing to provide feedback for product development.

Requirements

• 8+ years of experience in Cash Management Consultative Sales.
• Bachelor's degree or equivalent work experience.
• Ability to travel up to 25% for day trips and 20% for overnight stays.
• Strong understanding of treasury services and payment arenas.
• Proficiency in CRM systems and presentation technologies.

Nice to have

• CTP (Certified Treasury Professional) certification.

Culture & Benefits

• Comprehensive medical, dental, and vision insurance.
• 401(k) retirement plan.
• Paid time off including vacation, sick leave, and parental leave.
• Short-term incentive pay opportunities.
• Tuition assistance and wellness programs.