Cash Management Support Analyst I

Ascend Bank•Wallingford, CT

45d

About The Position

The Cash Management Support Analyst I will be dedicated to assisting in the promotion of providing a superior client experience at every interaction, assist in increasing cash management product penetration within current client base, support the cash management product implementation ensuring services are set up correctly, validate all documentation including legal agreements and risk assessments for completeness, and ensure client billing is correctly reflected.

Requirements

Proven client service experience with track record of client satisfaction
Ability to work in a high activity/fast paced environment while managing associated stress.
Possess excellent organizational skills and ability to work independently.
Ability to handle ambiguity, juggle many tasks at once and quickly shift from one situation to another.
Ability to identify, research, troubleshoot and analyze problems and determine action plans to address root cause.
Documenting process flows and creating procedures for the functions performed.
Contributes to the development of re-engineering methods to improve processes, reduce risks, increase controls and/or increase client satisfaction.
Excellent communication skills, listening and negotiation skills to articulate ideas and thoughts clearly through various means, including written and oral communications with all levels of the organization.
Build positive working relationships with business partners to enhance the client experience.
Demonstrate commitment to providing effective client service by seeking to understand clients, internal and external, requirements and addressing their concerns.
Assist cash management clients via video banking platform and with online chat function
Maintains strong consultative relationships with clients, particular emphasis on key client base to ensure the growth of the business service portfolio of the bank
Assist Commercial & Cash Management Sales team with account opening and account maintenance.
The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills
Information, data, and content
Teaching learning and self-development
Communication, collaboration, and participation
Digital identity, safety, and security
Technical proficiency with all bank products
Awareness and interest in new technology
Creation, innovation, and research
A two-year college degree or completion of a specialized course of study at a business or trade school.
One to three years of similar or related experience.
Exceptional client service experience.
Ability to communicate clearly and professionally.
Must be able to develop and maintain knowledge of and expertise in utilizing technology and software applications.

Nice To Haves

Experience in retail banking, business banking, or operations environment preferred.
Knowledge of related bank regulations, specifically Regulation E, BSA, NACHA Operating Rules and Visa rules and regulations is helpful.

Responsibilities

Supports all elements of the Cash Management implementation cycle coordinating closely with Cash Management sales team to ensure product implementation or services, signed agreements, file limits established, service billing is set up, accounts opened, client trained on all products, files tested, etc.
Supports resolution of client issues in a professional and responsive manner
Responsible for training clients on product usage ensuring best practices are implemented.
Second line of service for clients with questions and issues
Supports all Cash Management products
Assists in increasing cash management product penetration and supports identification of product improvements and solutions that may be helpful to our clients
Maintains a detailed level of knowledge of commercial products and services; a conversational knowledge of non-commercial products (e.g., wealth management)
Maintains a detailed level of knowledge of all Cash Management products, services, and systems.
Performs installation, testing and ongoing support for Cash Management products, services, and systems.
Provides client training on various Cash Management products as needed (onsite and remote)
Communicates with clients or their designees regarding testing and any format changes needed
Maintain a deep understanding of all tasks and procedures for the department and be able to perform each task with little to no supervision.
Maintain a deep understanding of how tasks and procedures integrate with the Bank’s Core and ancillary systems and all third-party vendors and how those systems and their processing schedule and parameters control operational processes.
Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
Performs other duties as assigned