Cash Management Officer provides support and service for the cash management needs of business banking clients. Ensures client retention and customer satisfaction. Being a Cash Management Officer typically handles general accounts. Requires a bachelor's degree. Additionally, Cash Management Officer typically reports to a manager or head of a unit/department. The Cash Management Officer gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Cash Management Officer typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
West Shore Bank is accepting applications for a Vice President Wealth Management Administration Officer.
GENERAL SUMMARY
The Wealth Administration Officer is responsible meeting department goals for new AUM sales growth and for administering all aspects of West Shore Bank’s Wealth Management trust and administrative functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
ADDITIONAL DUTIES
QUALIFICATIONS/EDUCATION AND EXPERIENCE
KNOWLEDGE, SKILLS & ABILITIES
Preference for knowledge of bank operations; banking and cash management products; product delivery systems and on-line computer systems.
Excellent interpersonal, verbal and written communication skills.
Confidentiality – Maintains confidentially of sensitive Bank and personal information of customers, applicants, employees and former employees.
Compliance – Complies with and is knowledgeable of applicable laws and regulations.
Computer literacy – Skilled in a variety of computer software programs and capable of working in an online environment. Proficient PC and software application skills; General computer skills with experience in MicroSoft Office Word and Excel.
Mathematical skills – Able to add, subtract, multiply and divide in all units of measure, using whole number and decimals. Able to locate routine mathematical errors. Ability to compute rate, ratio and percent.
Customer service – Effectively relates to customers, is responsive to customer needs and demonstrates ability to employ diplomacy and tact with customers.
Independent Judgement – functions independently in order to accomplish assigned projects. Refers unusual problems to supervisor.
Accuracy – Performs work accurately and thoroughly with attention to detail.
Problem solving – Deals proactively with work-related problems and finds an acceptable solution.
Reasoning – Possesses the analytical skill to assess and evaluate business processes and/or products.
Technical Aptitude – Comprehends complex technical topics and specialized information and has knowledge of Bank’s electronic services.
Time management – Manages multiple priorities and is well organized.
West Shore Bank offers competitive compensation and a benefits package that includes medical, dental, vision and life insurance, 401(K) retirement with company match, education reimbursement, and paid time off.
If you are qualified, please complete online application or send resume to:
West Shore Bank
Human Resources
P.O. Box 627
Ludington, MI 49431
Fax: 231-845-8535
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