Cash Management Specialist I
Beacon Bank•Lake Mohegan, NY
•$52,000 - $90,498•Onsite
About The Position
Responsible for a broad array of cash management implementation, technical support, customer service, and business support functions in conjunction with Commercial Lending, Retail Banking, and Operations departments.
Requirements
- Bachelor’s Degree or equivalent related work experience.
- Minimum of 2 years of cash management sales/service experience.
- Strong customer service skills.
- Strong detail orientation.
- Ability to read, analyze and interpret complex documents.
- Travel within the New England area is required.
Responsibilities
- Maintain a high level of knowledge of the bank’s cash management, domestic and international products and services.
- Provide support for Cash Management consultative sales functions in conjunction with Lenders, BBOs and Branch personnel and assist in ongoing relationship management activities.
- Assist in the creation and delivery of proposals and presentation materials.
- Ensure successful implementation and maintenance of cash management services in conjunction with business partners.
- Perform on-site and phone-based product installation and customer training.
- Work with customers and 3rd party providers to troubleshoot and resolve technical issues.
- Provide Cash Management product demonstrations and training.
- Coordinate underwriting, maintenance and exception processing for ACH and Remote Deposit limits, in conjunction with lending teams and support units.
- Coordinate and execute customer communications.
- Perform MIS reporting related to Cash Management financial performance and product activity.
- Coordinate and support projects related to product development, Bank integrations and conversions.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
