Cash Management Solutions Relationship Support Specialist I

Position Overview
The Corporate Services Relationship Support role works closely with assigned Officers to prepare documentation and proposals, provide daily support to corporate clients, and facilitates the successful onboarding of new client relationships.

This role requires a high level of customer service, problem-solving abilities, and understanding of banking deposit operations, business deposit products, and cash management products and services. The successful candidate will be proactive, detail-oriented, and capable of using independent judgment to identify, prioritize, and resolve client-servicing issues.
Level 1: Builds strong base knowledge of cash management products, processes and tasks with a focus on developing skills, quality of work, and familiarization of procedures and knowledge related to the role.
Level 2: Maintains strong knowledge base of team tasks and works to cross train on team functionalities. Should begin to be viewed as a resource on product or process/task related questions for newer team members, and acts as a positive role-model for other members of the department.
Level 3: A resource for product, process and procedure related questions for other team members. Begins to understand and develop skills/traits associated with becoming a trusted resource for others within the department.
Senior Associate: A subject matter expert on all systems, tools, and products directly related to Cash Management Solutions. A resource for process and procedure related questions for other team members, members of leadership, other departments and business partners.

• Conduct customer training and provide technical support both on site and virtually for Cash Management Solutions products and services.
• Assist assigned Officers and Implementation Specialists with transitions of new clients to the Bank, focusing on detailed transition timelines to ensure successful client transitions.
• Identify opportunities to educate customers on additional products and services that can enhance their banking experience and add value to their relationship with the Bank.
• Assist and act as backup for Cash Management Solutions Support Specialists.

• Prepare account documentation, service agreements, and account analysis forms for clients.
• Assist with responding to and preparing Request for Proposals (RFP).

• Assist in testing and implementing new products and services as assigned.
• Possess a knowledge of all products and services within Cash Management Solutions.

• Assist in ensuring that the Bank is in compliance with local, state and federal regulations.
• Possess a thorough knowledge of Bank policies, procedures and regulations.

• Interact harmoniously and effectively with others, focusing upon the attainment of Bank goals and objectives through a commitment to teamwork.
• Adapt to the requirements of various operational job functions and provide assistance on an as needed basis to supplement team in completion of daily workloads.
• Work independently when appropriate; is self-directed. Also skilled at working within a team on nonrecurring and ongoing projects.
• Conform to acceptable punctuality/attendance standards as expressed in Employee Handbook.
• Perform other duties as assigned.

• Actively participate in civic initiatives that foster local growth while promoting a positive and trusted image of the bank.

• Demonstrates financial accountability by promoting responsible resource management and identifying other opportunities for cost efficiencies where appropriate.

• Education and Training: College degree or business, banking or professional experience preferred. High School Diploma or Equivalent required.
• Experience: A minimum of three years of banking experience and customer relations experience is preferred. Experience in cash management and payments is also a plus.
• Communication Skills: Exceptional verbal and written communication skills are essential for effectively working with all levels of management and business clients. Strong customer service skills are necessary to maintain high levels of client satisfaction.
• Attention to Detail and Analytical Skills: A strong attention to detail and excellent analytical skills are required to problem-solve and troubleshoot challenging issues efficiently and accurately.
• Independence and Teamwork: Ability to work independently with minimal direction while also thriving in a collaborative team environment.
• Motivation and Multitasking: Self-motivated individual with the ability to handle multiple tasks simultaneously in a fast-paced setting.
• Technical Proficiency: Excellent technical computer skills in data management and reporting, with proficiency in Microsoft products.
• Organizational Skills: Extraordinary organizational abilities to manage multiple projects effectively and efficiently.

• General office environment.
• Moderate lifting (to 35 lbs.) required.
• Moderate reaching, walking, sitting and standing required.

• General office equipment.
• Microsoft products.
• Payment accreditations such as AAP/APRP/NCP are preferred.