Cash Management Service Representative jobs in Waukesha, WI

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)

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Customer Service Representative (CSR)
  • NAS Management
  • Wauwatosa, WI FULL_TIME
  • Do you enjoy working with people? Are you looking for an opportunity to challenge yourself and learn new skills? If you answered yes to these questions then you may just be the person our firm is looking for! We are actively searching for a dedicated Customer Service Representative to add to our diverse team of professionals.

    Our company works as the “middle man” for our clients - we connect them with their target audiences and generate revenue through reliable brand advertising and client-facing. Many years of success working with clients all over the country has led us to the world's leading providers of technology and communications services. Through our partnership, we have been able to foster a culture built around our principles, which define how we approach interactions with our employees, customers, and communities and affect every element of our organization.

    As a Customer Service Representative, you'll be in charge of your own professional development. To help maintain our high standard to an excellent customer experience, you'll use your unique abilities, desire for growth, and customer service skills and will be responsible for the following:

    • Using targeted marketing lists to identify and pursue new sales leads
    • Providing customers with products and solutions that help to simplify and organize their lives
    • Processing sales orders, order changes, installation dates, and cancellations
    • Providing product sales and support to customers, other Customer Service Representatives, as well as our outside sales team
    • Completing tasks including building marketing campaigns, attending live events, and following up on customer enrollments 
    •  Excelling in a team-based, competitive environment
    • Working with the account team on growth and retention of client accounts

    Requirements of the Customer Service Representative:

    • A high school diploma or GED equivalent is required
    • 0 – 3 years of experience working in customer service, sales, retail, or hospitality industries
    • Comprehensive understanding of the sales cycle is a plus
    • Consistently reliable transportation
    • Ability to communicate effectively, actively listen, and problem solve
    • Ability to work well individually and in a team environment
    • Strong sales and closing skills and the ability to overcome objections

    #LI-Onsite

  • Just Posted

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Entry Level Customer Service Representative
  • NAS Management
  • Whitefish, WI FULL_TIME
  • WE ARE HIRING A SPIRITED ENTRY LEVEL CUSTOMER SERVICE REPRESENTATIVE TO JOIN OUR TEAM! Are you excited to bolster your customer service prowess and have fun while doing so? Look no further, because we...
  • 8 Days Ago

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Entry Level Customer Service Representative
  • NAS Management
  • Waukesha, WI FULL_TIME
  • WE ARE HIRING A SPIRITED ENTRY LEVEL CUSTOMER SERVICE REPRESENTATIVE TO JOIN OUR TEAM! Are you excited to bolster your customer service prowess and have fun while doing so? Look no further, because we...
  • 1 Month Ago

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Cash Processing Teller
  • GardaWorld Cash
  • Milwaukee, WI FULL_TIME
  • Location: Milwaukee, WI Schedule: Monday - Friday Shift: 9:00AM - 3:00PM Pay rate: $14.00 / hour Full-Time Employee Benefits Include: 401K Health Insurance (Medical, Dental Vision) PTO Exclusive Emplo...
  • Just Posted

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Service Representative
  • National Service Solutions US, LLC
  • Milwaukee, WI FULL_TIME
  • As a Field Service Merchandiser, you will be responsible for stocking and maintaining moulding merchandise in aisles at Home Depot stores within the territory. This position involves heavy lifting and...
  • 1 Month Ago

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Category Management Analyst
  • Beechwood Sales and Service
  • Berlin, WI FULL_TIME
  • Beechwood Sales and Service is a family owned and operated beer distribution company located near Milwaukee, Wisconsin. We represent the world’s best breweries including Anheuser-Busch, Diageo-Guinnes...
  • 22 Days Ago

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0 Cash Management Service Representative jobs found in Waukesha, WI area

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Care Coordinator - Children's Long-term Support Waiver Program - Waukesha County
  • Upper Michigan Inc.
  • Waukesha, WI
  • Care Coordinator - Children's Long-term Support Waiver Program - Waukesha County Job Category : ProfessionalRequisition ...
  • 4/28/2024 12:00:00 AM

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General Manager
  • Wingstop
  • Waukesha, WI
  • PURPOSE OF THE ROLE:The General Manager provides strategic and tactical leadership for their restaurant. This manager mu...
  • 4/28/2024 12:00:00 AM

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Shift Supervisor Trainee
  • CVS Health
  • Pewaukee, WI
  • Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to ever...
  • 4/28/2024 12:00:00 AM

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Partner/Fast Track to Management
  • New York Life
  • Pewaukee, WI
  • Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we ...
  • 4/28/2024 12:00:00 AM

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Project Coordinator Intern, Connectivity (Onsite in Waukesha, WI)
  • Generac
  • Waukesha, WI
  • Generac is looking for an energetic and hard-working student to join our company as an Intern. Project Coordinator Inter...
  • 4/27/2024 12:00:00 AM

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2nd Shift Assistant Supervisor
  • Metal Era LLC
  • Waukesha, WI
  • Job Description Job Description Summary The 2nd Shift Assistant Supervisor is an experienced manufacturing shop employee...
  • 4/27/2024 12:00:00 AM

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Adult Residential Support Professional - Overnights
  • LSS of WI & UP MI
  • Waukesha, WI
  • Lutheran Social Services of Wisconsin and Upper Michigan is currently seeking a Direct Support Professional to join our ...
  • 4/27/2024 12:00:00 AM

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Production Management Trainee
  • Silgan
  • Menomonee Falls, WI
  • Our Vision and Values of leadership, quality, integrity, and collaboration provide the foundation of Silgan Containers. ...
  • 4/25/2024 12:00:00 AM

Waukesha (/ˈwɔːkɪʃɔː/) is a city in and the county seat of Waukesha County, Wisconsin, United States. It is part of the Milwaukee metropolitan area. Its population was 70,718 at the 2010 census. The city is adjacent to the Town of Waukesha....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Cash Management Service Representative jobs
$44,376 to $63,050
Waukesha, Wisconsin area prices
were up 1.8% from a year ago

Cash Management Service Representative in Orlando, FL
Provide proactive service and support to clients and overall Team as a unit to meet servicing objectives.
February 11, 2020
Cash Management Service Representative in Salisbury, NC
Assist in the establishment and implement of new CM products and services in applicable bank systems, creates customer file, and coordinates for proper documentations.
January 06, 2020