What are the responsibilities and job description for the Cash Management Specialist I position at Beacon Bank?
Division: Commercial
Department: Cash Management Hudson Valley
Reports to: Division Head, Commercial Lending
Status: Exempt
Grade: 9E
Salary Range: $52,000 - $90,498
Location: Yorktown Heights, NY
Purpose/Objective:
Responsible for broad array of cash management implementation, technical support, customer service and business support functions in conjunction with Commercial Lending, Retail Banking and Operations departments.
Key Accountabilities:
- Maintain high level of knowledge of the bank’s cash management, domestic and international products and services.
- Provide support for Cash Management consultative sales functions in conjunction with Lenders, BBOs and Branch personnel and assist in ongoing relationship management activities.
- Assist in the creation and delivery of proposals and presentation materials.
- Ensure successful implementation and maintenance of cash management services in conjunction with business partners.
- Perform on-site and phone-based product installation and customer training.
- Work with customers and 3rd party providers to troubleshoot and resolve technical issues.
- Provide Cash Management product demonstrations and training.
- Coordinate underwriting, maintenance and exception processing for ACH and Remote Deposit limits, in conjunction with lending teams and support units.
- Coordinate and execute customer communications.
- Perform MIS reporting related to Cash Management financial performance and product activity.
- Coordinate and support projects related to product development, Bank integrations and conversions.
Education:
- Bachelor’s Degree or equivalent related work experience.
Experience:
- Minimum of 2 years of cash management sales/service experience.
Skills & Knowledge:
- Strong customer service skills.
- Strong detail orientation.
- Ability to read, analyze and interpret complex documents.
- Travel within the New England area is required.
Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.
Salary : $52,000 - $90,498