The cash management officer helps set up a variety of accounts and transfer rules that allow the business to maximize the efficiency with which their cash is managed.
Cash management officers must have an excellent understanding of the account and management products their financial institutions offer. They must be creative and be able to work within the banking rules to help establish accounts and account rules that work for their clients. Additionally, many banks expect that their cash management officers to actively market to prospective customers.
To work in this field, an individual typically must possess a bachelor’s degree in business, accounting, finance, or a related field. Additionally, most banks require relevant experience, including working with business accounts. Because of the need for familiarity with the institution’s products, many employers prefer to hire from within their organization to fill these positions. Cash management officers typically work during regular business hours in an office setting, although marketing services may require occasional travel
Cash Management Officer Tasks
Secure new business through marketing products and advising prospects on cash management options and account structuring.
Provide information and training to staff and customers as needed.
Analyze market and customer needs to recommend appropriate strategic initiatives.
Nurture post sales relationships by maintaining sales documentation and follow-up calls to ensure additional client needs are met.
INTERESTED APPLICANTS SHOULD SEND THEIR CVs TO or Call 08116501459