VP Cash Management Sales Officer

Cambridge Savings Bank Cambridge, MA


This position is responsible for selling Cash Management solutions to clients and prospects and working with Commercial Lending Officers on cash management service proposals in conjunction with commercial loan sales efforts.

Key Result Areas:

§ Develop new business relationships in assigned markets

§ Manage existing business customer relationships and increase relationship value through cross-selling

§ Call on businesses referred by lenders or other areas of the Bank and make joint sales calls with Commercial Lending Officers

§ Initiate leads through outside sources

§ Analyze customers' needs and recommend appropriate products

§ Prepare prospective customer proposals

§ Refer customers to other departments to maximize opportunities

§ Assist the Cash Management Implementation manager as needed with new client on-boarding or new service installation

§ Maintain high visibility within market by involvement in community organizations

§ Interface with support departments to provide product delivery while adhering to existing bank policies

§ Perform additional duties as required


§ Minimum of five years of banking experience in Treasury/Cash Management with thorough knowledge of cash management products

§ Demonstrated sales skills with a history of proven results

§ Ability to establish and maintain effective working relationships with internal and external customers

§ Proficient in MS Office; experience with CRM tools preferred

§ Strong analytical and problem-solving skills

§ Ability to achieve goals while working independently

§ Excellent written and oral communication skills

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities the inclusion of which would be in conformity with major purpose this job.


Harvard Square – Cambridge, Massachusetts

About Cambridge Savings Bank:

Cambridge Savings Bank is a full-service financial institution with approximately $3.7 billion in assets that is committed to improving the quality of life in the communities it serves. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services and has branches located in Arlington, Bedford, Belmont, Burlington, Cambridge, Charlestown, Concord, Lexington, Newton, and Watertown. www.cambridgesavings.com

Cambridge Savings Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.

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