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)
Position General Responsibilities:
Be able to sell and service the entire suite of Cash Management products/services to both new and existing customers. In addition, be able to train in-branch staff in understanding the functionality of eBiz and other Cash Management products/services.
Basic Qualifications:
Preferred:
Dimension of Job:
This position is responsible for the Southwest Montana Market sales, set up and ongoing service of Stockman Bank eBiz/cash management services. This includes incorporating a consultative sales approach with customers/prospects that yields results in building the Bank’s overall customer base. A key requirement is an understanding of the technical aspect of the services offered. This individual will work closely with the Market President, Cash Management Support and in-market branch personnel.
For full description, which includes physical mental demands please see attachment.