Cash Management Specialist
About The Position
Are you someone who thrives on helping clients, solving problems, and keeping things running smoothly behind the scenes? As a Cash Management Specialist, you’ll play a key role in supporting business clients with the tools they rely on every day—while partnering closely with internal teams to deliver a seamless banking experience. This is a great opportunity for someone who enjoys a mix of client interaction, operational work, and sales support in a collaborative, detail-driven environment. If you’re ready to bring your skills to a role where no two days are the same and your work truly matters, we’d love to hear from you.
Requirements
- High school diploma or GED
- 1+ year of experience in banking or financial services
- Proficiency in Microsoft Word and Excel
- Strong attention to detail and organizational skills
Nice To Haves
- Experience with cash management products (ACH, RDC, online banking, etc.)
- 2+ years in retail or business banking
- Familiarity with business deposit accounts and services
- Previous exposure to sales or client relationship support
Responsibilities
- Serve as a go-to expert for cash management products and services
- Assist clients with online banking, ACH, remote deposit capture, and more
- Troubleshoot issues (including password resets and scanner support)
- Respond quickly to questions and resolve concerns with a high level of care
- Support retention by delivering an exceptional client experience
- Set up and maintain cash management services (ACH, Business Online Banking, Merchant Capture, fraud tools, etc.)
- Accurately process account changes, maintenance, and documentation
- Partner with internal teams and vendors to ensure smooth operations
- Monitor compliance with banking regulations and internal policies
- Maintain inventory (tokens, scanners) and ensure processes stay current
- Conduct risk reviews and recommend process improvements
- Assist with onboarding new clients and setting up services
- Identify opportunities to introduce additional products that meet client needs
- Support relationship growth through thoughtful cross-selling
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
