Cash Management Service Representative is responsible for providing cash management services to existing and potential business banking clients. Assists clients in various cash management programs while ensuring sufficient balance in the cash flows. Being a Cash Management Service Representative responds to and provides fixes for client issues and questions surrounding relevant products and/or services. Guides clients through onboarding, documentation, and implementation. Additionally, Cash Management Service Representative elevates important or complex inquiries to the appropriate manager, supervisor, or team to ensure they are resolved appropriately. May require a bachelor's degree. Typically reports to a supervisor or manager. The Cash Management Service Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Cash Management Service Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
POSITION DESCRIPTION:
The Cash Management Support Analyst II will be dedicated to assisting in the promotion of providing a superior customer experience at every interaction, assist in increasing cash management product penetration within current client base, support the cash management product implementation ensuring services are set up correctly, validate all documentation including legal agreements and risk assessments for completeness, and ensure customer billing is correctly reflected.
GENERAL DESCIPRTION OF DUTIES:
DIGITAL LITERACY:
The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills
LIST OF POSITIONS SUPERVISED: None
EDUCATION REQUIRED: A two-year college degree or completion of a specialized course of study at a business or trade school.
EXPERIENCE REQUIRED: One to two years of similar or related experience. Exceptional customer service experience. Ability to communicate clearly and professionally Proficiency in related bank regulations, specifically Regulation E, BSA, NACHA Operating Rules and Visa rules and regulations is helpful. Must possess and maintain knowledge of and expertise in utilizing technology and software applications. Familiarity with report creation, management reporting and control reports.
MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibilities.
*Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.
GSB is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status.
Applicants requiring reasonable accommodation in the application process should notify Human Resources.
GSB participates in E-Verify.
EOE/AA/M/F/D/V
Clear All
0 Cash Management Service Representative jobs found in New Haven, CT area