Cash Management Specialist
About The Position
Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
Requirements
- Bachelor’s degree in Finance, Business, or related field
- 3–5+ years of experience in: Treasury services / cash management, Commercial banking operations, Implementation or onboarding roles
- Strong understanding of: Payment systems (ACH, wires, SWIFT), Commercial banking products, Project management (often Agile or waterfall hybrid), Client-facing communication and stakeholder management, Problem-solving and issue resolution, Attention to detail (critical for entitlements and setup accuracy)
- Ability to manage multiple priorities in a deadline-driven environment
Responsibilities
- Lead end-to-end implementation of cash management solutions for commercial clients, including documentation and system training
- Translate client requirements into operational setups (accounts, services, entitlements)
- Coordinate kickoff calls and establish implementation timelines
- Serve as the primary point of contact for treasury and cash management inquiries, onboarding, and troubleshooting
- Coordinate with operations and technology teams to resolve service issues and improve processes
- Maintain accurate records of client interactions, agreements, and service changes
- Manage multiple client implementations simultaneously
- Maintain detailed project plans, milestones, and status updates
- Escalate risks, delays, or client issues proactively
- Ensure implementations meet internal SLAs and client expectations
Benefits
- Comprehensive and competitive benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
