Business Cash Management Specialist
Mountain America Credit Union · Sandy, UT · 1 mo ago
FinanceFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Remove boilerplate. Preserve all substantive info.
We need to parse the posting.
Content:
- Opening: "Please reference the schedule and minimum qualifications listed below before applying. If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner." This is contact info and assistance note. Should we keep? It's not a standard section; maybe we can include as a short paragraph under maybe "About the role"? But it's more like application assistance. The instruction says remove application instructions. This is assistance contact; maybe considered application instructions? It says "If you need assistance with filling out our application form..." That's application assistance. Likely we should drop it.
- Job Summary paragraph: description of role.
- Job Description: list of duties (many sentences). We need to put these under Responsibilities as
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Remove boilerplate. Preserve all substantive info.
We need to parse the posting.
Content:
- Opening: "Please reference the schedule and minimum qualifications listed below before applying. If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner." This is contact info and assistance note. Should we keep? It's not a standard section; maybe we can include as a short paragraph under maybe "About the role"? But it's more like application assistance. The instruction says remove application instructions. This is assistance contact; maybe considered application instructions? It says "If you need assistance with filling out our application form..." That's application assistance. Likely we should drop it.
- Job Summary paragraph: description of role.
- Job Description: list of duties (many sentences). We need to put these under Responsibilities as - .
- KNOWLEDGE, SKILLS, And ABILITIES: includes Experience, Education, Licenses..., Computer/Office Equipment Skills, Language Skills, Other Skills And Abilities, Data analytics..., Physical Abilities / Working Conditions.
We need to map to sections: Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have schedule mentioned only in the first line: "Please reference the schedule and minimum qualifications listed below before applying." No actual schedule details given. So we cannot create Schedule section because no specific schedule content. Similarly Pay not mentioned. Benefits not mentioned. So we should not include those sections.
We need to include About the role? Possibly we can use Job Summary as About the role. The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role (job summary), Responsibilities (job description duties), Requirements (maybe experience and education?), Qualifications (maybe licenses, certifications?), Skills (computer/office equipment, language, other skills, data analytics). We need to decide what goes where.
We must preserve all substantive info. Not invent or summarize away detail. So we need to list each piece.
Let's extract:
Job Summary (About the role):
"The Business Cash Management Specialist is responsible for fostering and maintaining strong relationships with our business members and frontline staff relating to cash management products. This role involves coordinating service delivery and ensuring member satisfaction. The specialist will work closely with various departments to support our business membership, resolve issues, and assist our business members with cash management needs. The specialist also performs various functions to support and maintain the cash management members and the associated portfolio. This includes the onboarding, implementation, training and troubleshooting of the various cash management products and payments."
That's About the role.
Responsibilities (Job Description duties):
List each duty as bullet.
Let's extract bullet points:
- Partners with branch and corporate personnel to provide timely, accurate, and quality service and support for business member’s needs.
- Handles inbound call requests and email inquiries from business members, managed members, frontline staff, Portfolio Managers, and Senior Business Advisors, ensuring exceptional service.
- Possesses a solid foundation and comprehensive understanding of business accounts, transactions, and documentation to effectively assist our members.
- Underwrites all cash management applications for business services. This includes partnering with Portfolio Managers and Senior Business Advisors to ensure packages are complete and meet risk guidelines.
- Coordinator must be able to read and analyze business financial statements for credit and risk qualifications for certain cash management products.
- Performs backend setup for all cash management services in multiple programs with high accuracy.
- Payment processing of ACH and wire origination files going to the Federal Reserve for members with cash management services using multiple programs. This process requires high concentration and accuracy.
- Assists business members with a 1 on 1 training on various systems powered by our cash management suite of products. This training requires a personalized training experience.
- Provides and assists members with technical and system troubleshooting.
- Supports the general business member policy and guidelines. This includes acting as a resource and subject matter expert for all business member inquiries and updated procedures.
- Responsible for conducting many comprehensive audits of business accounts to ensure compliance with internal policies and regulatory requirements.
- High understanding of federal NACHA & payment guidelines relating to ACH and wire origination.
- High understanding of federal check clearing processes for deposited and issued items.
- Identifies opportunities and initiates referrals to various departments across the organization.
- Complies with all regulations as required by law, including but not limited to the Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS), and other relevant regulations.
- Performs other duties as assigned.
That's responsibilities.
Now Requirements: maybe experience and education? The posting has "Experience Minimum of 3 years of professional experience in a dynamic financial environment. Specific experience around core banking systems of 3+ years is preferred. Experience supporting a SAAS solution product or other cash / treasury management services is preferred." Also "Education High School Diploma required; some college preferred but not required". Also "Licenses, Certifications, Registrations N/A". So we can put Requirements: Experience and Education (maybe also Licenses). But Licenses is N/A, we should not include placeholder. So we omit.
Qualifications: maybe Knowledge, Skills, And Abilities? But we already have Skills section. Could treat Qualifications as the combination of Experience, Education, Licenses? However the instruction list includes both Requirements and Qualifications as separate headings. We need to decide what to put where. Usually Requirements = experience/education; Qualifications = knowledge, skills, abilities. But we also have a separate Skills heading. Might be overlapping.
We need to follow instruction: Use headings only when posting has real specific content for it. So we need to see if we have content for Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have content for Requirements (experience, education). We have content for Qualifications? The "KNOWLEDGE, SKILLS, And ABILITIES" section includes many items that could be considered qualifications. But we also have a separate Skills heading. Perhaps we can treat Qualifications as the knowledge and abilities (like understanding of NACHA, check clearing, regulations, ability to work autonomously, etc.) and Skills as specific technical skills (Microsoft Office, language, data analytics). However the instruction says "Prefer a few substantive sections over many thin ones." So we might combine into fewer sections.
We could have: About the role, Responsibilities, Requirements (experience, education, licenses), Skills (computer/office equipment, language, other skills, data analytics, knowledge of regulations, etc.). That might cover all.
But we need to follow the given heading list; we can omit sections we don't have content for. So we could have About the role, Responsibilities, Requirements, Skills. That's four sections. Qualifications, Benefits, Pay, Schedule omitted.
We must ensure we don't omit any substantive info. Let's see if any info would be left out if we only have Requirements and Skills.
Requirements: experience, education, licenses (N/A omitted). So we include experience and education.
Skills: we need to include all the knowledge, skills, abilities items: Computer/Office Equipment Skills, Language Skills, Other Skills And Abilities, Data analytics..., Physical Abilities / Working Conditions, plus the knowledge items like understanding of NACHA, check clearing, regulations, ability to work autonomously, etc. Those are more like abilities/knowledge. Could be placed under Skills as well.
Thus we can create a Skills section that includes all those bullet points.
Let's extract all items from KNOWLEDGE, SKILLS, And ABILITIES:
- Experience Minimum of 3 years of professional experience in a dynamic financial environment. Specific experience around core banking systems of 3+ years is preferred. Experience supporting a SAAS solution product or other cash / treasury management services is preferred.
- Education High School Diploma required; some college preferred but not required.
- Licenses, Certifications, Registrations N/A (skip)
- Computer/Office Equipment Skills Intermediate skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel.
- Language Skills Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.
- Other Skills And Abilities Ability to work both autonomously and collaboratively in a fast-paced environment. Must have excellent customer service, communication, organizational and analysis skills. Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines Adaptive to change, responds positively to altered circumstances or conditions Possess a desire and willingness to learn and continually update knowledge based on financial concepts, strategies, systems etc. Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies. Effective in variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels.
- Data analytics and data validation skills and proficiency in business data analysis (MS Excel, etc.)
- Physical Abilities / Working Conditions Physical Demands Ability to sit, talk and hear consistently Ability to stand, walk, and use hands to handle or reach occasionally Vision Requirements Close vision (clear vision at 20 inches or less) Distance vision (clear vision at 20 feet or more) Weight Lifted or Force Exerted Ability to lift to 10 pounds occasionally Environmental There are no unusual environmental factors (such as a typical office) Noise Environment Moderate noise (business office with computers and printers, light traffic)
Also there are knowledge items earlier in responsibilities: "High understanding of federal NACHA & payment guidelines relating to ACH and wire origination." "High understanding of federal check clearing processes for deposited and issued items." "Complies with all regulations as required by law, including but not limited to the Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS), and other relevant regulations." These are knowledge/understanding; could be included in Skills section as bullet points.
We should not lose them. So include them under Skills as well.
Thus Skills section will contain many bullet points: computer skills, language skills, other skills/abilities, data analytics, physical abilities, knowledge of NACHA, check clearing, regulations.
We need to format as - for any list of duties/requirements/benefits. For prose, use
. So we need to decide which content is prose vs list.
About the role: could be a paragraph (
) containing the summary.
Responsibilities: list of duties =>
- each.
Requirements: experience and education could be a list or prose. Probably list.
Skills: many items; could be list.
We must not include headings with empty content.
Now we need to output only HTML fragment, no /, no markdown fences.
Let's craft:
About the role
The Business Cash Management Specialist is responsible for fostering and maintaining strong relationships with our business members and frontline staff relating to cash management products. This role involves coordinating service delivery and ensuring member satisfaction. The specialist will work closely with various departments to support our business membership, resolve issues, and assist our business members with cash management needs. The specialist also performs various functions to support and maintain the cash management members and the associated portfolio. This includes the onboarding, implementation, training and troubleshooting of the various cash management products and payments.
Responsibilities
- Partners with branch and corporate personnel to provide timely, accurate, and quality service and support for business member’s needs.
- Handles inbound call requests and email inquiries
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role (job summary), Responsibilities (job description duties), Requirements (maybe experience and education?), Qualifications (maybe licenses, certifications?), Skills (computer/office equipment, language, other skills, data analytics). We need to decide what goes where.
We must preserve all substantive info. Not invent or summarize away detail. So we need to list each piece.
Let's extract:
Job Summary (About the role):
"The Business Cash Management Specialist is responsible for fostering and maintaining strong relationships with our business members and frontline staff relating to cash management products. This role involves coordinating service delivery and ensuring member satisfaction. The specialist will work closely with various departments to support our business membership, resolve issues, and assist our business members with cash management needs. The specialist also performs various functions to support and maintain the cash management members and the associated portfolio. This includes the onboarding, implementation, training and troubleshooting of the various cash management products and payments."
That's About the role.
Responsibilities (Job Description duties):
List each duty as bullet.
Let's extract bullet points:
- Partners with branch and corporate personnel to provide timely, accurate, and quality service and support for business member’s needs.
- Handles inbound call requests and email inquiries from business members, managed members, frontline staff, Portfolio Managers, and Senior Business Advisors, ensuring exceptional service.
- Possesses a solid foundation and comprehensive understanding of business accounts, transactions, and documentation to effectively assist our members.
- Underwrites all cash management applications for business services. This includes partnering with Portfolio Managers and Senior Business Advisors to ensure packages are complete and meet risk guidelines.
- Coordinator must be able to read and analyze business financial statements for credit and risk qualifications for certain cash management products.
- Performs backend setup for all cash management services in multiple programs with high accuracy.
- Payment processing of ACH and wire origination files going to the Federal Reserve for members with cash management services using multiple programs. This process requires high concentration and accuracy.
- Assists business members with a 1 on 1 training on various systems powered by our cash management suite of products. This training requires a personalized training experience.
- Provides and assists members with technical and system troubleshooting.
- Supports the general business member policy and guidelines. This includes acting as a resource and subject matter expert for all business member inquiries and updated procedures.
- Responsible for conducting many comprehensive audits of business accounts to ensure compliance with internal policies and regulatory requirements.
- High understanding of federal NACHA & payment guidelines relating to ACH and wire origination.
- High understanding of federal check clearing processes for deposited and issued items.
- Identifies opportunities and initiates referrals to various departments across the organization.
- Complies with all regulations as required by law, including but not limited to the Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS), and other relevant regulations.
- Performs other duties as assigned.
That's responsibilities.
Now Requirements: maybe experience and education? The posting has "Experience Minimum of 3 years of professional experience in a dynamic financial environment. Specific experience around core banking systems of 3+ years is preferred. Experience supporting a SAAS solution product or other cash / treasury management services is preferred." Also "Education High School Diploma required; some college preferred but not required". Also "Licenses, Certifications, Registrations N/A". So we can put Requirements: Experience and Education (maybe also Licenses). But Licenses is N/A, we should not include placeholder. So we omit.
Qualifications: maybe Knowledge, Skills, And Abilities? But we already have Skills section. Could treat Qualifications as the combination of Experience, Education, Licenses? However the instruction list includes both Requirements and Qualifications as separate headings. We need to decide what to put where. Usually Requirements = experience/education; Qualifications = knowledge, skills, abilities. But we also have a separate Skills heading. Might be overlapping.
We need to follow instruction: Use headings only when posting has real specific content for it. So we need to see if we have content for Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have content for Requirements (experience, education). We have content for Qualifications? The "KNOWLEDGE, SKILLS, And ABILITIES" section includes many items that could be considered qualifications. But we also have a separate Skills heading. Perhaps we can treat Qualifications as the knowledge and abilities (like understanding of NACHA, check clearing, regulations, ability to work autonomously, etc.) and Skills as specific technical skills (Microsoft Office, language, data analytics). However the instruction says "Prefer a few substantive sections over many thin ones." So we might combine into fewer sections.
We could have: About the role, Responsibilities, Requirements (experience, education, licenses), Skills (computer/office equipment, language, other skills, data analytics, knowledge of regulations, etc.). That might cover all.
But we need to follow the given heading list; we can omit sections we don't have content for. So we could have About the role, Responsibilities, Requirements, Skills. That's four sections. Qualifications, Benefits, Pay, Schedule omitted.
We must ensure we don't omit any substantive info. Let's see if any info would be left out if we only have Requirements and Skills.
Requirements: experience, education, licenses (N/A omitted). So we include experience and education.
Skills: we need to include all the knowledge, skills, abilities items: Computer/Office Equipment Skills, Language Skills, Other Skills And Abilities, Data analytics..., Physical Abilities / Working Conditions, plus the knowledge items like understanding of NACHA, check clearing, regulations, ability to work autonomously, etc. Those are more like abilities/knowledge. Could be placed under Skills as well.
Thus we can create a Skills section that includes all those bullet points.
Let's extract all items from KNOWLEDGE, SKILLS, And ABILITIES:
- Experience Minimum of 3 years of professional experience in a dynamic financial environment. Specific experience around core banking systems of 3+ years is preferred. Experience supporting a SAAS solution product or other cash / treasury management services is preferred.
- Education High School Diploma required; some college preferred but not required.
- Licenses, Certifications, Registrations N/A (skip)
- Computer/Office Equipment Skills Intermediate skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel.
- Language Skills Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.
- Other Skills And Abilities Ability to work both autonomously and collaboratively in a fast-paced environment. Must have excellent customer service, communication, organizational and analysis skills. Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines Adaptive to change, responds positively to altered circumstances or conditions Possess a desire and willingness to learn and continually update knowledge based on financial concepts, strategies, systems etc. Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies. Effective in variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels.
- Data analytics and data validation skills and proficiency in business data analysis (MS Excel, etc.)
- Physical Abilities / Working Conditions Physical Demands Ability to sit, talk and hear consistently Ability to stand, walk, and use hands to handle or reach occasionally Vision Requirements Close vision (clear vision at 20 inches or less) Distance vision (clear vision at 20 feet or more) Weight Lifted or Force Exerted Ability to lift to 10 pounds occasionally Environmental There are no unusual environmental factors (such as a typical office) Noise Environment Moderate noise (business office with computers and printers, light traffic)
Also there are knowledge items earlier in responsibilities: "High understanding of federal NACHA & payment guidelines relating to ACH and wire origination." "High understanding of federal check clearing processes for deposited and issued items." "Complies with all regulations as required by law, including but not limited to the Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS), and other relevant regulations." These are knowledge/understanding; could be included in Skills section as bullet points.
We should not lose them. So include them under Skills as well.
Thus Skills section will contain many bullet points: computer skills, language skills, other skills/abilities, data analytics, physical abilities, knowledge of NACHA, check clearing, regulations.
We need to format as - for any list of duties/requirements/benefits. For prose, use
. So we need to decide which content is prose vs list.
About the role: could be a paragraph (
) containing the summary.
Responsibilities: list of duties =>
- each.
Requirements: experience and education could be a list or prose. Probably list.
Skills: many items; could be list.
We must not include headings with empty content.
Now we need to output only HTML fragment, no /, no markdown fences.
Let's craft:
About the role
The Business Cash Management Specialist is responsible for fostering and maintaining strong relationships with our business members and frontline staff relating to cash management products. This role involves coordinating service delivery and ensuring member satisfaction. The specialist will work closely with various departments to support our business membership, resolve issues, and assist our business members with cash management needs. The specialist also performs various functions to support and maintain the cash management members and the associated portfolio. This includes the onboarding, implementation, training and troubleshooting of the various cash management products and payments.
Responsibilities
- Partners with branch and corporate personnel to provide timely, accurate, and quality service and support for business member’s needs.
- Handles inbound call requests and email inquiries
. So we need to decide which content is prose vs list. About the role: could be a paragraph (
) containing the summary. Responsibilities: list of duties =>
- each.
Requirements: experience and education could be a list or prose. Probably list.
Skills: many items; could be list.
We must not include headings with empty content.
Now we need to output only HTML fragment, no /, no markdown fences.
Let's craft:
About the role
The Business Cash Management Specialist is responsible for fostering and maintaining strong relationships with our business members and frontline staff relating to cash management products. This role involves coordinating service delivery and ensuring member satisfaction. The specialist will work closely with various departments to support our business membership, resolve issues, and assist our business members with cash management needs. The specialist also performs various functions to support and maintain the cash management members and the associated portfolio. This includes the onboarding, implementation, training and troubleshooting of the various cash management products and payments.
Responsibilities
- Partners with branch and corporate personnel to provide timely, accurate, and quality service and support for business member’s needs.
- Handles inbound call requests and email inquiries