Document Management Analyst jobs in New Haven, CT

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:

• Supports all elements of the Cash Management implementation cycle coordinating closely   with lead Cash Management Sales role to ensure product implementation or services, signed agreements, file limits established, service billing is set up, accounts opened, customer trained on all products, files tested, etc.
• Serves as support liaison to Guilford Savings Bank Cash Management Support Division to  ensure that new services are established correctly and timely (within defined SLAs). Supports resolution of client issues in a professional and responsive manner
• Responsible for training customers on product usage ensuring best practices are implemented.
• Second line of service for customers with questions and issues
• Supports all Cash Management products
• Assists in increasing cash management product penetration and supports identification of product improvements and solutions that may be helpful to our                  customers

• Assist cash management clients via video banking platform and with online chat function
• Maintains strong consultative relationships with clients, particular emphasis on key client base to ensure the growth of the business service charge portfolio of the bank
• Assist Commercial & Cash Management Sales team with account opening and account maintenance.

DIGITAL LITERACY: 

The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills

• Information, data, and content
• Teaching learning and self-development
• Communication, collaboration, and participation
• Digital identity, safety, and security
• Technical proficiency with all bank products
• Awareness and interest in new technology
• Creation, innovation, and research

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