Home > San Francisco jobs > San Francisco management/professional

Posted: Sunday, January 7, 2018 6:06 PM

We are a bank that strives to be the premier financial partner to our customers in our market segment, and to assist our customers in reaching their financial goals and dreams. We have Integrity in everything we do. We have strategic, effective leadership that inspires everyone around us. We hire exceptional employees who are the most important asset to drive our success. We provide extraordinary service to our customers, both internally and externally.

We are celebrating our 55th anniversary in April of this year, as the first Chinese-American bank in Southern California to now a full-service bank covering nine states and having overseas presence in Asia.



The Cash Management Sales Consultant is responsible to identify, present and deliver cash management solutions to established customers and prospects. The candidate will train bank personnel to understand Cathay Bank's cash management solutions and identify cash management sales opportunities. The Cash Management Sales Consultant is responsible to help branches and lending teams attain their assigned cash management revenue goals.


* Meet with clients and prospects to assess cash management needs, discuss initiatives and recommend effective strategies, and follow-up appropriately.

* Meet or exceed sales revenue, calling, and proposal goals.

* Partner with relationship managers and branch staff to identify and develop cash management solutions for clients and prospects.

* Collaborate with relationship managers and branch staff to develop cross-sell strategies and update Cathay Bank personnel on product enhancements.

* Work with clients and Cash Management Implementations team to deliver a seamless transition to Cathay Bank.

* Team up with internal partners (Cash Management Implementation and Service and Product Management team) to improve the \"client experience,\" through continuous improvement.

Minimum qualifications/requirements:

* Education: Bachelor's degree with major in Finance, Marketing, Business or equivalent work experience required.

* Experience: Three to five years of Cash Management sales or sales support experience.

* Skills/Ability: Strong written and verbal communications skills. Demonstrated ability to deal effectively with all levels of management. Effective project management skills. Strong analytical skills and problem solving skills. Ability to travel 20-40% within their assigned territory.

It is the individual responsibility of every employee to maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures, and to comply fully with those laws, regulations, policies and procedures. From time to time, employees may be assigned tasks or duties as deemed appropriate by their supervisors. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed, as an exhaustive list of all responsibility, duties and skills required of personnel so classified.


Associated topics: director of sales, management, manager, manager of sales, principal, sales director, sales manager, shift lead, team lead, territory manager


• Location: San Francisco

• Post ID: 93124777 sf is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018