Cash Management Specialist

Are you someone who thrives on helping clients, solving problems, and keeping things running smoothly behind the scenes? As a Cash Management Specialist, you'll play a key role in supporting business clients with the tools they rely on every day-while partnering closely with internal teams to deliver a seamless banking experience.

This is a great opportunity for someone who enjoys a mix of client interaction, operational work, and sales support in a collaborative, detail-driven environment. If you're ready to bring your skills to a role where no two days are the same and your work truly matters, we'd love to hear from you.

• Serve as a go-to expert for cash management products and services
• Assist clients with online banking, ACH, remote deposit capture, and more
• Troubleshoot issues (including password resets and scanner support)
• Respond quickly to questions and resolve concerns with a high level of care
• Support retention by delivering an exceptional client experience

• Set up and maintain cash management services (ACH, Business Online Banking, Merchant Capture, fraud tools, etc.)
• Accurately process account changes, maintenance, and documentation
• Partner with internal teams and vendors to ensure smooth operations
• Monitor compliance with banking regulations and internal policies
• Maintain inventory (tokens, scanners) and ensure processes stay current
• Conduct risk reviews and recommend process improvements

• Assist with onboarding new clients and setting up services
• Identify opportunities to introduce additional products that meet client needs
• Support relationship growth through thoughtful cross-selling

Required:

• High school diploma or GED
• 1+ year of experience in banking or financial services
• Proficiency in Microsoft Word and Excel
• Strong attention to detail and organizational skills

Preferred:

• Experience with cash management products (ACH, RDC, online banking, etc.)
• 2+ years in retail or business banking
• Familiarity with business deposit accounts and services
• Previous exposure to sales or client relationship support

We are an Equal Opportunity Employer. We are committed to the full inclusion of all qualified individuals.