Cash Management Specialist

First Western Bank & Trust•Minot, ND

2d•Onsite

About The Position

Direct and assist customers with online banking products and services in support of First Western Bank & Trust’s sales and service objectives while adhering to the bank’s culture of excellence in customer service to its patrons.

Requirements

Bachelor’s degree in accounting or business-related field; or equivalent work experience
Minimum two years banking experience
Experience with online computer applications
Customer Service/People skills
Multi-task
Attention to detail
Problem-solving skills
Listening skills
Integrity
Confidentiality
Computer skills with Microsoft Word, Excel, and banking software, to include proficient keyboarding
Proficient spoken and written English language skills

Responsibilities

Establish solid customer relationships through identifying needs, providing creative and best solutions for customers, and using cross-sell and referral opportunities
Provide support to customers and bank staff regarding electronic products and services
Establish online customer accounts including entering data, assigning access permissions and performing account verification
Ensure timely response and resolution of customer questions and issues in a timely, professional manner via telephone, email or in-person
Perform maintenance to existing online accounts, re-setting passwords and making account changes as requested
Meet with business customers to provide information on Cash Management services
Add, monitor and support Cash Management and Remote Deposit Capture customers
Determine exposure limits and assign risk ratings for Cash Management ACH customers
Assist with RSA token activation, lost tokens and customer contact regarding tokens
Ensure customer compliance with online policies and procedures
Performs daily reviews and monitoring of selected reports, logs and transaction data to verify transactions, track trends and detect/report unusual or suspicious activity
Ensure compliance with banking laws, regulations and the Bank’s policies and procedures, including Bank Secrecy Act
Maintain continuing education related to regulatory standards