Corporate Services 'Cash Management' Officer

Corporate Services Officer

Working under the direction and guidelines established by the Corporate Services Sales Manager, the Corporate Services Officer assumes responsibility for coordinated business development activities in the market for small and middle size business customers. The Corporate Services Officer is also responsible for providing exceptional service so as to aid in client retention and create a differentiated client experience. The Corporate Services Officer possesses a comprehensive understanding of the bank processing regulatory environment, industry trends and practices and has a thorough working knowledge of Bangor Savings Bank's policies and procedures.

Key Accountabilities :

• Initiates business development calls to existing and prospective business clients
• Develops and maintains a portfolio of Corporate Services account relationships
• Participates in joint calls with officers from other business lines
• Prepares written proposals and conducts financial analysis as required for presentation to clients / prospects
• Monitors client analysis statements monthly to ensure appropriate product and service use by clients
• Conducts routine relationship reviews

Client Servicing :

Strategy & Process :

General :

Teamwork, Knowledge / Skill & Experience Requirements :

Physical Demands, Condition Requirements, & Equipment Used :

Relevant Technologies & Certifications :

External and internal applications, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.