Cash Management Service Representative is responsible for providing cash management services to existing and potential business banking clients. Assists clients in various cash management programs while ensuring sufficient balance in the cash flows. Being a Cash Management Service Representative responds to and provides fixes for client issues and questions surrounding relevant products and/or services. Guides clients through onboarding, documentation, and implementation. Additionally, Cash Management Service Representative elevates important or complex inquiries to the appropriate manager, supervisor, or team to ensure they are resolved appropriately. May require a bachelor's degree. Typically reports to a supervisor or manager. The Cash Management Service Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Cash Management Service Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
PRIMARY OBJECTIVE OF POSITION
This position is responsible for the implementation and ongoing maintenance of new Cash Management services following the close of sale through initial member product usage. It ensures that products are properly set up in accordance with published service level agreements, provides implementation support to the Business Lender and line unit personnel by providing and recommending the appropriate processes for implementing a product. Work in partnership with other business lines to provide guidance and support in managing banking relationships.
ESSENTIAL JOB FUNCTIONS
SUPERVISE AND COACHING
RELATIONSHIPS AND CONTACTS
Supervise Approximately: 3-5 employees.
Reports To: SVP of MBS
Contacts: Frequent contact with members and staff face-to-face and by telephone.
SKILLS & ABILITIES
EDUCATION
EXPERIENCE
PHYSICAL REQUIREMENTS
EQUIPMENT SKILLS
Personal computer with windows environment, calculator, copy machine, fax machine, scanner,
The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as detailed description of all work requirements that may be inherent in the job.
Clear All
0 Cash Management Service Representative jobs found in Corpus Christi, TX area