What are the responsibilities and job description for the Cash Management Services Specialist position at First Bank & Trust?
Job Description:
This person is responsible to provide support of Cash Management Services to new and existing business customers. This person will work closely with Cash Management Sales Officer/Consultant, Business Bankers and various departments within Banking Operations as well as third-party vendors.
Qualifications: A Bachelor’s degree in a business related field and two years of bank related experience or the equivalent is required. Knowledge of bank operations, transaction flows, and risk control monitoring is required. This person must be a self-starter, possess good analytical, organizational and decision-making skills, and must be able to multi-task and work independently. Effective communication is required using strong oral and written language skills. Knowledge of banking regulations is required.
Principal Responsibilities:
1. Obtain required information from new and/or existing customers to analyze and execute proper structuring of Cash Management business products and services on operating systems.
2. Perform ongoing customer support as needed. Facilitate resolution of in-depth customer questions or issues by routing and following up on requests to appropriate personnel or departments as needed. Effectively work with appropriate vendors to support the business customer. Keep supervisor informed of potential issues or areas of concern.
3. Maintain a high level of knowledge of business bank products and services by attending applicable training sessions supplied by vendors and other professional organizations. Stay apprised of the latest system enhancements and industry trends.
4. Establish, develop and maintain effective working relationship with Business Banking Officers and support staff to build a network for new customers and expand existing customer relationships.
5. Develop, prepare and provide training for bank personnel and customer education as needed or requested at the bank location or via telephone/web conferencing.
6. Prepare daily, monthly, and quarterly reports, summaries, and notifications regarding the analysis, activity, and growth of Cash Management products and services.
7. Review Cash Management service procedures and processes at least annually, maintaining and updating as necessary.
8. Cross-train on functions within the Cash Management Department.
9. Act in accordance with FBT policies and procedures as set forth in the employee handbook.
10. Adhere to compliance procedures and participate in required compliance training.
Compensation Grade
Hourly Grade 4
First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete
Equal Employment Opportunity Policy Statement
. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com
.
