Cash Management Support Specialist

3 hours ago

Greensboro, North Carolina, United States Carter Bank Full time

SUMMARY:

The Cash Management Support Specialist is responsible for supporting the Cash Management Sales effort for the Bank and ensuring the operational excellence of the Cash Management Services department. This position is responsible for set up of all Cash Management products and providing excellent customer service to internal and external clients, including all after-sales servicing, while meeting regulatory guidelines and mitigating risk for the Bank and the client.

ESSENTIAL JOB FUNCTIONS:

  • Provide exceptional support to new and existing Bank clients and prioritize internal and external contacts with service requests, inquiries or technical issues related to specific Cash Management services
  • Support the Cash Management Sales Manager and Sales team
  • Responsible for system set up of Cash Management products and solutions, and handling customer issues related to Cash Management products
  • Build/establish customer files and maintain them accurately and effectively
  • Handle customer problems through directly finding a resolution or by referring to the proper individual or department
  • Responsible for providing technical support and advice for all Cash Management services to internal branch, operational, and lending personnel
  • Responsible for conducting annual reviews on all Cash Management client services and recommending appropriate funding limits to ensure regulatory compliance
  • Conduct periodic reviews of existing Cash Management client files to ensure all documentation is complete and up to date
  • Act as liaison between Cash Management Sales, Retail Banking, and Commercial departments to deliver timely and effective resolution of Cash Management client issues
  • Follow up with clients to aid in the collection of necessary information and documents for implementation of new services as requested by the Cash Management Sales Team
  • Prepare monthly activity reports and facilitate monthly billing to ensure accuracy and maximize revenue

JOB REQUIREMENTS:

  • High school diploma or equivalent
  • Prior banking experience, plus experience in a role with direct customer contact

KNOWLEDGE/SKILLS REQUIRED:

  • Understanding of Cash Management products (such as wires, ACH, and remote deposit capture for Commercial customers)
  • Knowledge of the bank's products and services is a plus
  • Excellent communication and customer relations skills
  • Able to build and maintain positive relationships internally and with customers
  • Ability and desire to interact in a team environment
  • Detail-oriented with the ability to handle confidential and sensitive information
  • Ability to cross-sell Bank products and services through customer referrals
  • Knowledge of Microsoft Office products and Power Point
  • Proactive approach in meeting deadlines in a timely manner
  • Effectively partner with other internal department to meet assigned service and implementation deadlines
  • Ability to work within a variety of different software and web applications and ability to learn new systems

PHYSICAL AND MENTAL QUALIFICATIONS:

  • Standing, walking, bending and stooping required
  • Must be able to sit at a desk for long periods of time and use a computer
  • Must be able to occasionally move or lift up to 10 pounds
  • May be asked to work supplemental hours periodically
  • Limited travel required occasionally during and after business hours

The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.

NOT A CONTRACT

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