Cash Management Support Specialist

Carter Bank • Greensboro, NC

6d • $19 - $30 • Onsite

About The Position

The Cash Management Support Specialist is responsible for supporting the Cash Management Sales effort for the Bank and ensuring the operational excellence of the Cash Management Services department. This position is responsible for set up of all Cash Management products and providing excellent customer service to internal and external clients, including all after-sales servicing, while meeting regulatory guidelines and mitigating risk for the Bank and the client.

Requirements

• High school diploma or equivalent
• Prior banking experience, plus experience in a role with direct customer contact
• Understanding of Cash Management products (such as wires, ACH, and remote deposit capture for Commercial customers)
• Excellent communication and customer relations skills
• Able to build and maintain positive relationships internally and with customers
• Ability and desire to interact in a team environment
• Detail-oriented with the ability to handle confidential and sensitive information
• Ability to cross-sell Bank products and services through customer referrals
• Knowledge of Microsoft Office products and Power Point
• Proactive approach in meeting deadlines in a timely manner
• Effectively partner with other internal department to meet assigned service and implementation deadlines
• Ability to work within a variety of different software and web applications and ability to learn new systems

Nice To Haves

• Knowledge of the bank’s products and services is a plus

Responsibilities

• Provide exceptional support to new and existing Bank clients and prioritize internal and external contacts with service requests, inquiries or technical issues related to specific Cash Management services
• Support the Cash Management Sales Manager and Sales team
• Responsible for system set up of Cash Management products and solutions, and handling customer issues related to Cash Management products
• Build/establish customer files and maintain them accurately and effectively
• Handle customer problems through directly finding a resolution or by referring to the proper individual or department
• Responsible for providing technical support and advice for all Cash Management services to internal branch, operational, and lending personnel
• Responsible for conducting annual reviews on all Cash Management client services and recommending appropriate funding limits to ensure regulatory compliance
• Conduct periodic reviews of existing Cash Management client files to ensure all documentation is complete and up to date
• Act as liaison between Cash Management Sales, Retail Banking, and Commercial departments to deliver timely and effective resolution of Cash Management client issues
• Follow up with clients to aid in the collection of necessary information and documents for implementation of new services as requested by the Cash Management Sales Team
• Prepare monthly activity reports and facilitate monthly billing to ensure accuracy and maximize revenue

Benefits

• medical
• dental
• vision
• life insurance
• disability coverage
• other voluntary benefits
• 401(k)
• paid time off
• paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED