What are the responsibilities and job description for the Cash Management Specialist position at First Western Bank & Trust?
First Western Bank & Trust is searching for an on-site Cash Management Specialist in either our Minot, Bismarck or Fargo region.
Cash Management Specialist Benefits Include:
- Paid Vacation, Sick Leave and Holidays
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401k with matching contributions
- Volunteer Paid Time Off
- Banking Benefits
- And more!
CASH MANAGEMENT SPECIALIST POSITION OVERVIEW:
- Establish solid customer relationships through identifying needs, providing creative and best solutions for customers, and using cross-sell and referral opportunities
- Provide support to customers and bank staff regarding electronic products and services
- Establish online customer accounts including entering data, assigning access permissions, and performing account verification
- Ensure timely response and resolution of customer questions and issues in a timely, professional manner via telephone, email, or in-person
- Perform maintenance to existing online accounts, re-setting passwords, and making account changes as requested
- Meet with business customers to provide information on Cash Management services
- Add, monitor, and support Cash Management and Remote Deposit Capture customers
- Determine exposure limits and assign risk ratings for Cash Management ACH customers
- Assist with RSA token activation, lost tokens, and customer contact regarding tokens
- Ensure customer compliance with online policies and procedures
- Performs daily reviews and monitoring of selected reports, logs, and transaction data to verify transactions, track trends, and detect/report unusual or suspicious activity
- Ensure compliance with banking laws, regulations, and the Bank’s policies and procedures, including Bank Secrecy Act
- Maintain continuing education related to regulatory standards
CASH MANAGEMENT SPECIALIST QUALIFICATIONS:
- Bachelor’s degree in accounting or business-related field; or equivalent work experience
- Minimum two years banking experience
- Experience with online computer applications
CASH MANAGEMENT SKILLS/ABILITIES:
- Customer Service/People skills
- Multi-task
- Attention to detail
- Problem-solving skills
- Listening skills
- Integrity
- Confidentiality
- Computer skills with Microsoft Word, Excel, and banking software, to include proficient keyboarding
- Proficient spoken and written English language skills
First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.