Cash Management/Elkhorn Operations

Support the sales, promotion and maintenance of Cash Management and Remote Deposit Merchant Capture products to business customers. Handle incoming business customer calls and educate customers on products. Responsibilities include overseeing the facility and building needs. 

Essential Functions: 

• Contact prospective customers to present information and explain available products and services
• Determine whether the customer has a need for the products and services the bank provides
• Prepare forms or agreements to complete sales
• Follow up on leads from loan officers and tellers
• In coordination with the marketing department, place sales ads to promote the products
• Complete implementation process for the products sold
• Setting the customer up with remote deposit at their place of business
• Educate customers on how to use the products
• Provide customer service to business customers following the implementation/set up
• Assist Internet Banking/Cash Management position in the set-up of the cash management products
• Work with the tech department on any technical difficulties with the products themselves or a problem the customer may be experiencing
• Responsible for NFS report and determinations
• Explain bank services and charges to customers
• Overdraft Review
• All other duties as assigned

Knowledge & Experience:

• Banking experience with extensive training in the banking industry, rules and regulations
• Experience using Excel, Word and Outlook software
• Time Management
• Mathematics – using mathematics to solve problems
• Active Listening – Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate
• Ability to work and solve client problems with minimal direct supervision
• Communication Skills – The ability to communicate effectively
• Strong attention to detail and accuracy

Education/Training:

• Bachelor’s Degree preferred
• 3 years of Retail Banking Experience which includes opening accounts, customer service and cash handling
• Extensive training in the banking industry, rules and regulations
• Management experience preferred

Personal Attributes:

• Effective interpersonal skills and relationship-building skills
• Strong written and oral communication skills
• Self-motivated and directed
• Keen attention to detail
• Experience working in a team-oriented, collaborative environment
• Strong customer-service orientation

Work Environment:

The work environment is generally indoors, but may require travel to other facilities, events and functions outside the normal office environment.

Physical Demands:

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, feel and talk or hear. The employee frequently is required to sit and reach with hands and arms. The employee is occasionally required to stand, walk; climb or balance; and stop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.