Cash Management

FIVE POINTS BANKGrand Island, NE
Onsite

About The Position

Support the sales, promotion and maintenance of Cash Management and Remote Deposit Merchant Capture products to business customers. Handle incoming business customer calls and educate customers on products.

Requirements

  • Banking experience with extensive training in the banking industry, rules and regulations
  • Experience using Excel, Word and Outlook software
  • Time Management
  • Mathematics – using mathematics to solve problems
  • Strong attention to detail and accuracy
  • Two to five years of sales and banking experience

Nice To Haves

  • Experience with banking products preferred

Responsibilities

  • Contact prospective customers to present information and explain available products and services.
  • Determine whether the customer has a need for the products and services the bank provides
  • Prepare forms or agreements to complete sales
  • Follow up on leads from loan officers and tellers
  • In coordination with the marketing department, place sales ads to promote the products
  • Complete implementation process for the products sold
  • Setting the customer up with remote deposit at their business
  • Educate customers on how to use the products
  • Provide customer service to business customers following the implementation/set up
  • Assist Internet Banking/Cash Management position in the set-up of the cash management products
  • Work with the tech department on any technical difficulties with the products themselves or a problem the customer may be experiencing
  • All other duties as assigned
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