Commercial Deposits Support Specialist

LendingClub•Boston, MA

3d•Hybrid

About The Position

The Cash Management Support Specialist supports the Bank’s Cash Management portfolio and ensures operational excellence across Cash Management Services. This role is responsible for supporting the operational, reporting, and technology enablement of Cash Management systems and products that serve commercial clients. This position requires the ability to work in a dynamic and fluid environment while providing exemplary client service. The successful candidate demonstrates strong critical thinking skills, with the ability to work independently to resolve issues or collaborate across teams to identify and deliver effective solutions. The role partners closely with internal teams across Sales, Relationship Management, Retail Banking, Commercial Banking, Loan Operations, Technology, and Compliance to resolve system and account-related issues, support regulatory requirements, and improve processes and documentation. This role is critical to supporting LendingClub Bank’s commercial clients, strengthening cross-functional partnerships, and maintaining high standards of operational excellence and compliance.

Requirements

1-2 years of experience supporting Cash Management, commercial banking, deposit operations, or related banking functions
Experience working with banking and CRM platforms such as Miser, Q2, Oracle CRM, or similar systems
Proficiency with project management tools such as Jira or comparable platforms
Advanced proficiency in Excel and strong working knowledge of PowerPoint
Bachelor’s degree in a related field; or equivalent work experience
Strong understanding of operational controls, documentation standards, and regulatory requirements
Demonstrated ability to manage multiple projects and priorities in a fast-paced environment
Strong analytical skills with the ability to assess systems, workflows, and process gaps
Experience troubleshooting technology and system-related issues
Clear and effective written and verbal communication skills
Strong organizational skills and attention to detail
Ability to collaborate cross-functionally and influence stakeholders

Responsibilities

Provide high-quality support to internal and external clients by managing service requests, inquiries, and technical issues related to Cash Management services
Support internal Cash Management Sales, Customer Service, and Relationship Management teams to ensure timely and effective client outcomes
Serve as a subject matter expert on Cash Management systems and commercial deposit products, including troubleshooting and resolving product or system-related issues
Establish, maintain, and review Cash Management client files to ensure accuracy, completeness, and compliance with internal policies and regulatory requirements
Conduct annual Cash Management client reviews and recommend appropriate funding limits in accordance with regulatory guidelines
Perform periodic reviews of existing client documentation to ensure records remain current and compliant
Function as a liaison between Cash Management, Retail Banking, Commercial Banking, and Loan Operations to drive resolution of client issues and compliance activities
Manage Cash Management-related technologies, including system enhancements, testing, and implementation efforts
Provide technical guidance and support to internal partners related to Cash Management services and platforms
Maintain and update departmental documentation, including procedures, SharePoint sites, and Confluence pages, ensuring alignment with current processes and controls
Identify opportunities to improve processes, reduce risk, and enhance client experience
Perform additional duties and projects as assigned in support of department and Bank initiatives