Commercial Deposits Support Specialist

LendingClub • Boston, MA

5d • $58,000 - $65,000 • 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

Benefits

• We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level