Jobs · Finance · Wisconsin

Cash Management Support Specialist

Forward Bank · Marshfield, WI · 3 days ago
FinanceFull-time

Job Summary

Named American Banker's \"Best Banks to Work For\" six consecutive years and now CertifiedTM by Great Place To Work...

Key Responsibilities

  • Act as the main point of contact for Cash Management-related issues.
  • Troubleshoot and resolve issues, escalating to the Cash Management team as needed.
  • Monitor and support Positive Pay services daily, including addressing customer inefficiencies and assisting with follow-ups.
  • Aid ACH users with file uploads, limit modifications, and troubleshooting inquiries.
  • Support RDC customers, ensuring smooth system operations.
  • Collaborate with Digital Banking, Deposit Operations, and Office Managers to deliver integrated support.
  • Serve as a backup for the Cash Management Specialist and Private Bankers when required.
  • Offer support for Digital Wire-related issues and inquiries.

Qualifications

  • Associate degree or equivalent coursework; or 23 years of experience in banking or financial services.
  • Strong problem-solving and customer service skills.
  • Ability to handle confidential information with discretion.
  • AAP Certification is desirable but not required.

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