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Cash Management Support Specialist

Company: Bristol County Savings Bank
Location: Taunton
Posted on: November 25, 2022

Job Description:

OVERVIEW: As part of the Bank's Cash Management Department, this position supports the Department in the execution of daily activities. This position will assist Cash Management Sales Officers with the growth and onboarding of business relationships by shepherding business customers through the onboarding process, preparing necessary documentation along with, assisting in implementation & training of applicable cash management services. Ensures Cash Management customer satisfaction by answering inquiries and handling support on applicable products or services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: The Cash Management Support Specialist will be responsible for the assistance with Cash Management customer inquiries, implementation, training and on-going support of all cash management products and services including but not limited to Online Banking, Remote Deposit Capture (RDC), Mobile Check Deposit, ACH Services, Positive Pay and Lockbox. In addition to possessing a comprehensive knowledge of the entire suite of offerings, the Cash Management Support Specialist will collaborate with colleagues across the organization to solve complex commercial customer inquiries and actively participate in department initiatives to employ all cash management products and services to strengthen the relationship we have with our business customers.1. Assists Cash Management colleagues in business development efforts to sell business deposit and cash management products and services2. Documentation - Prepares standard documentation presented to clients. This may include proposals, service agreements, and implementation forms. Assists in shepherding commercial customer through onboarding process, excellent knowledge of products offered by Bank and Cash Management Department3. Coordinates with customers and colleagues to implement products and services for commercial cash management customers. This includes gathering customer requirements and setup information, preparing and executing contracts and agreements and arranging for setup and service. Perform product/service installations, demos, and training to clients via phone and/or web-based meeting4. Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address any issues and respond to inquiries. Determines target needs and provides resolution5. Assists with the development of sales tools and promote knowledge of cash management products and services both internal and external6. Complete administrative reports applicable to this department for monitoring growth and development, consistent with the goals outlined in the Bank's strategic plan7. Occasionally represents the Bank at business networking functions, which may be outside normal working hours (such as in the early morning or evening)8. Possibly travel to various locations throughout the Bank's market area OTHER ACCOUNTABILITIES / RESPONSIBILITIES: 1. Performs related and unrelated responsibilities as may be required. POSITION REQUIREMENTS: Associates Degree plus a minimum 3 years banking experience or 5 years in a customer service-related profession Strong communication skills Proficient with Microsoft Outlook, Word, Excel and PowerPoint Analytical skills and the ability to recognize trends Attention to detail Pro-active attitude Multi-task and work independently Solve problems independently while applying logic and discretion Adapt to change and respond to all requests in a professional manner Desire to suggest new approaches to existing procedures within established options to gain efficiencies in department tasks Analyze and solve problems for which there are not always precedents Excellent sales, organizational, presentation, verbal and written communication skills. Experience dealing with business customers Strong computer and Internet skills and the ability to use various types of equipment related to business products and services Reliable transportation for travel to businesses in the Bank's market areas and its retail locations

SUPERVISORY SCOPE: None QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Job Type: Full-time

Keywords: Bristol County Savings Bank, Taunton , Cash Management Support Specialist, Accounting, Auditing , Taunton, Massachusetts

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