Cash Management Support Specialist

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
• Provide technical support and advice for all Cash Management services to internal branch, operational, and lending personnel
• Conduct annual reviews on all Cash Management client services and recommend appropriate funding limits to ensure regulatory compliance
• Periodically review 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

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

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
• 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
• Hourly Pay Range: $18.92 - $29.60 per hour
• Benefits: Eligible associates may participate in Carter Bank's benefits package, including medical, dental, vision, life insurance, disability coverage, other voluntary benefits, 401(k), paid time off, and paid holidays