Cash Management

DescriptionEssential 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

QualificationsKnowledge & 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