Hybrid Cash Management Sales Support Specialist bei Peoples Security Bank & Trust Company

Description

Our Cash Management Sales Support Specialist is responsible for supporting the sales team by coordinating client onboarding, preparing proposals, and ensuring smooth delivery of cash management services. This position bridges the gap between relationship managers, product teams, and clients to deliver tailored financial solutions.

Essential Duties:

• Assist sales officers in preparing client proposals, presentations, and RFP responses
• Coordinate onboarding of new clients, ensuring timely and accurate setup of cash management products
• Maintain and update client records as needed in CRM related systems
• Work with internal departments (operations, legal, compliance) to resolve client issues
• Monitor client usage of cash management services and identify upsell opportunities
• Support sales team with market research and competitor analysis as needed
• Ensure compliance with internal policies and regulatory requirements
• Prepare periodic sales performance reports and pipeline tracking

Benefits Offered to Peoples Security Bank Employees

**Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals**

• Medical Plans
• Dental Plan
• Vision Plan
• Life Insurance
• Disability Insurance
• 401(K) Plan
• ESOP Plan
• Paid Time Off
• Paid Holidays
• Paid Volunteer Time Off
• Employee Assistance Program
• Banking Classes
• Internal Advancement Opportunities

Company Overview

Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team.

• Integrity - it is our foundation, the basis of everything we do. We strive to be professional, honest, trustworthy, confidential, and respectful at all times.
• Excellence – to do things better, exceeding expectations
• Teamwork - working together for a common good, engaging our customers, coworkers, and partners
• Efficient – we will strive to manage our expenses
  

We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us.

Peoples Security Bank and Trust Company is an Equal Opportunity Employer

Requirements

Education/Training: Bachelor’s degree in business, accounting or related field preferred. A high school diploma or equivalent is required.

Skill(s): Must demonstrate strong communication skills; proficient interpersonal relations and sales skills; strong organizational and multitasking skills; excellent communication and interpersonal abilities; and proficiency in Microsoft Office and CRM related platforms; a thorough knowledge of the features and benefits of all bank products and services, with some exposure to cash mgmt. products, remote deposit capture and on line banking; a working knowledge of bank operating policies and procedure.

Experience: A minimum of 3 – 5 years' experience in banking, treasury, or financial services; familiarity with cash management products and services.

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer.