Cash Management Support Manager

2 weeks ago


Holyoke, Massachusetts, United States PeoplesBank Full time
Cash Management Support Manager

Welcome to PeoplesBank, where we strive to be an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as Best Place to Work and Best Local Bank.

Job Summary

The Cash Management Support Manager leads the Cash Management Sales Analysts and Specialists, sets the direction and priorities of the team, and provides operational oversight. This position works collaboratively with the CM Sales Team to understand the requirements necessary for the sales and onboarding process.

Key Responsibilities
  • Set the direction, goals, and expectations for the Cash Management Support Team.
  • Lead the daily activities of Sales Analysts and Specialists with customer onboarding, implementations, monthly reporting, agreement generation, account opening, and documentation archival.
  • Evaluate and maintain all cash management support processes and procedures and ensure departmental compliance.
  • Act as back-up to department's vendor relationships for compliance to Bank policy, State, and Federal Regulations.
  • Establish operating performance metrics to ensure standards for accuracy, timeliness, customer service, and compliance.
  • Identify opportunities for continuous process improvement and improvements to the customer experience.
  • Communicate and resolve problems for the bank's corporate customers.
  • Ensure customer training is being conducted effectively and with appropriate detail for complete and effective on-boarding experience.
  • Provide monitoring and ad hoc reporting for Production data, Monthly Account Analysis.
  • Backup for CM Product and Risk Analyst for hardware and product inventory supplies.
  • Assist in other Cash Management and Institutional Banking functions as assigned.
Requirements
  • Bachelor's Degree (B.A.) from four-year college or university.
  • Five years related experience and/or training.
  • 3 years of Management Experience-Operational Management preferred.
  • Experience in banking operations and customer support.
  • Knowledge of commercial banking; deposit and cash management products.
  • Ability to multitask and use logic and deductive reasoning to solve problems.
  • Ability to delegate responsibility and hold others accountable to achieve departmental goals.
  • Strong communication, computer, and presentation skills.
  • Strong interpersonal and collaboration skills. Strong managerial skills - Team oriented.
  • Excellent knowledge and understanding of regulatory compliance for financial institutions.
  • Discretion and dedication to protecting the financial privacy of clients and business partners.
Certifications, Licenses, and/or Registrations
  • Accredited ACH Professional certification is required.
Computer Skills
  • Strong computer and software application skills such as Microsoft Excel and Word.
  • Ability to understand technology and assist customers with troubleshooting customer software questions.


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