Cash Management Relationship Specialist

BankNewport • Middletown, RI

1d

About The Position

Overview Offering new and exciting career opportunities, BankNewport is committed to providing our employees the resource and guidance to develop careers that are challenging and rewarding. So, if you’re looking for a great professional opportunity, know that BankNewport will empower and invest in you. Responsible for performing various duties to support the Cash Management Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Requirements

• Bachelor's degree preferred, Associates degree required in either Business Administration, Finance, Accounting or a related field or an equivalent combination of education and commercial/business banking experience.
• Three (3) years of experience within the financial services industry including sales support within cash management and/or comparable position.

Responsibilities

• Assist with onboarding of cash management services for new and current customers
• Field calls from customers with issues and resolve (working with operations as necessary)
• Collect and analyze customer and prospect deposit account statements
• Cross sell cash management products while assisting in onboarding and customer service
• Assist with preparing cash management services proposals and presentations
• Assist with new cash management product/project development
• Assist with creating and maintaining monthly cash management reports
• Demonstrates and promotes BankNewport’s Core Values, Our Partners, Our People, Our Bank and Our Communities
• Coordinates specific work tasks with other employees within the department as well as with other departments to ensure the smooth and efficient flow of information
• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace
• Communicates with management and coworkers to integrate goals and activities
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
• Other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree