Cash Management Specialist

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Job Requirements: The Cash Management Specialist is primarily responsible for servicing cash management clients and assisting with the sales process, including completing forms for product set-ups and potentially selling and/or cross-selling cash management services when working with clients and prospects.

Position Expectations:

1. SERVICE - 45% : Solidifies customer retention efforts by providing a superior level of customer service. Serves as the primary resource for Cash Management Products, including answering customer questions, password resets, and scanner troubleshooting. Assists with the completion of cash management maintenance forms and entering changes into the system. Responds to customer questions or concerns in a timely fashion and resolves customer issues in coordination with Operations.
2. ADMINISTRATIVE/OPERATIONAL - 50% : Assists Cash Management personnel in the sales process with completion of set-up forms and credit requests. Enters Cash Management set-ups into the system for Merchant Capture, ACH, Business Online Banking, and fraud prevention. Maintains professional relationships with vendors and adheres to policies and procedures, including compliance with banking regulations. Maintains scanner and token stock inventory. Ensures policies, procedures, and forms are reviewed and up to date. Conducts annual risk reviews of RDC/ACH customers and periodic reviews of lower risk business customers. Supports retail branches with Cash Management issues.
3. SALES - 5% : Supports cash management products/services to meet clients' financial needs, including Business Online Banking, Merchant Capture, merchant services, business debit/credit card services, business deposit products, ACH services, and fraud prevention services. Maintains and develops the bank's existing and new customer base through cross-selling opportunities. Other duties may be assigned.

Required Education and Experience: One year in banking or financial services, proficiency with MS Word and MS Excel, HS diploma or GED preferred. Past experience with Cash Management products is a plus. A minimum of 2 years of banking experience is preferred.

Employment Details:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking

This job posting is active. Apply online at: ipc.us/t/81E8E1272F944983