Cash Management Relationship Specialist

Greenfield Savings • Greenfield, MA

7d • $25 - $31 • Hybrid

About The Position

The Cash Management Relationship Specialist provides a single point of contact for commercial customers by delivering exceptional service, technical expertise, and operational support related to business and consumer deposit accounts and Cash Management services. This role is responsible for opening and maintaining accounts, implementing and supporting Cash Management products, and serving as subject matter expert for business online services.
The position performs a variety of detail-oriented and auditable operational activities requiring a high degree of accuracy, regulatory compliance, risk awareness, and customer communication. Working closely with Retail, Business Development, Deposit Operations, and customers, this position supports the Bank's strategic growth objectives while ensuring an exceptional customer experience and adherence to all policies, procedures, and regulatory requirements.

Requirements

• 5+ years of banking, cash management, digital banking, deposit operations, or related financial services experience.
• Extensive customer service experience with demonstrated ability to build and maintain commercial customer relationships.
• Understanding of Cash Management services including ACH, Wire Transfers, Remote Deposit Capture, Positive Pay, Business Online Banking, and related payment technologies.
• Strong verbal and written communication skills.
• Ability to identify operational risk and follow appropriate risk mitigation procedures.
• Demonstrated accuracy and attention to detail in a highly regulated environment.
• Strong organizational and time management skills with the ability to manage multiple priorities and deadlines.
• Proficiency with Microsoft Office applications including Word, Excel, Outlook, and business technology platforms.
• Ability to work independently while collaborating effectively within a team environment.

Responsibilities

• Work with VP Cash Management Officer & Commercial lenders to process and open new accounts for commercial customers. This includes identifying account options, collecting documentation, order checks & debit cards, and onboarding applicable cash management services needed.
• Research, investigate, and resolve complex customer inquiries related to Cash Management products, digital banking services, account maintenance, and payment transactions.
• Initiate, monitor, and complete workflows within applicable servicing, CRM, and onboarding systems.
• Identify, mitigate, and escalate operational risk concerns in accordance with Bank policy and regulatory requirements.
• Assist with the development, maintenance, and documentation of departmental procedures and operational controls.
• Support audit and compliance reviews by maintaining accurate records and ensuring adherence to established processes.
• Partner with Retail, Deposit Operations, and Business Development teams to support commercial customer onboarding and ongoing relationship management.
• Maintain awareness of fraud trends and support the identification and reporting of suspicious activity.
• Other duties as assigned by Supervisor

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed