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Financial Services Support Analyst
2 months ago
The Cash Management Services (CMS) Coordinator will support the CMS Administrator in managing daily operational workflows and providing branch assistance to ensure system integrity, compliance adherence, and client satisfaction. This role is essential in fostering relationships with both internal teams and external clients while delivering outstanding customer service. The CMS Coordinator plays a pivotal role in enhancing client relationships through effective digital banking and cash management solutions.
Key Responsibilities:- Maintain a comprehensive understanding of banking operations and CMS offerings, including Online Banking, Mobile Banking, ACH, eWire, Remote Deposit Capture, Cash Vault Services, and Positive Pay (ACH & Check).
- Address inquiries and support requests while ensuring high-quality customer service.
- Accurately set up clients in relevant systems and provide training in associated areas.
- Offer technical support to both new and existing CMS clients.
- Evaluate Cash Management Applications and documentation for thoroughness.
- Investigate, research, and resolve issues as they arise.
- Conduct daily report reviews, maintain and update necessary logs, perform callbacks, and identify and report any unusual or suspicious activities.
- Adhere to all Bank policies and procedures to ensure compliance with applicable laws and regulations.
- Execute additional tasks as assigned.
- Bachelor's degree in a relevant field or equivalent professional experience.
- Ability to effectively respond to sensitive inquiries or client concerns.
- Strong interpersonal skills and a genuine enjoyment of collaborative work within a diverse team, alongside the ability to work independently.
- Exceptional communication and customer service skills, demonstrating a high level of professionalism in all interactions.
- General understanding of operational regulations, banking laws, and accounting principles.
- Exhibit a professional demeanor when engaging with clients and colleagues.
- Bilingual proficiency in Korean and English is preferred.
- Medical, Dental, & Vision: Open Bank provides comprehensive medical, dental, and vision insurance for all full-time employees and their immediate family members.
- Life, Accidental Death & Dismemberment, & Long-Term Disability: Open Bank covers 100% of the associated costs.
- Flexible Spending Account (FSA): Employees can utilize tax-advantaged accounts for eligible out-of-pocket expenses.
- 401(k) Retirement Savings Plan: Open Bank matches 100% of the first 6% of employee contributions.
- Paid Time Off (PTO): Employees accrue PTO hours from the start of employment for personal use.
- Employee Assistance Program (EAP): The EAP offers counseling sessions, online resources, and legal and financial guidance for employees and their families.