Cash Management Support Specialist

• Review, triage, and manage incoming case work from sales partners
• Interpret request requirements, identify required tasks, and determine appropriate next steps
• Maintain working knowledge of pre-onboarding compliance requirements for multiple cash management products
• Ensure required documentation and approvals are obtained before fulfillment
• Prepare and deliver cash management agreements and related documentation to clients through approved electronic channels
• Collaborate with teammates, sales partners, internal operations teams, and other business partners
• Manage a high-volume workload across tasks in various stages of completion
• Perform quality verification and accuracy checks before submitting requests for implementation or fulfillment
• Follow COS procedures, controls, and risk management practices
• Work independently with limited supervision while maintaining productivity and prioritization
• Provide professional support to external clients as needed
• Prepare pricing proformas for sales proposals and submit pricing and rate requests according to Account Analysis policy
• Contribute to a collaborative team culture and support team priorities

• Bachelor's degree or equivalent work experience
• Minimum of two (2) years of banking or cash management experience
• Good written and verbal communication skills
• Organizational and time-management skills, including the ability to prioritize multiple requests and meet deadlines
• Attention to detail and commitment to accuracy
• Ability to interpret procedures, follow controls, and apply sound judgment within established guidelines
• Self-motivated and dependable, with the ability to participate effectively in a highly collaborative team environment
• Client-focused mindset with a positive, collaborative approach to daily work
• Knowledge of Microsoft Office programs, including Word, Excel, and Power Point
• Ability to work on-site 2 days per week at the nearest Key Bank office within the Eastern time zone if within specific cities
• Ability to work 8-5pm EST
• Ability to occasionally travel one to two times per year for training and/or meetings

Demonstrates expertise in cash management processes and compliance requirements, with strong organizational skills to manage high-volume workloads and prioritize tasks effectively. Proficient in client communication and collaboration within a team-oriented environment.

• Cash Management Experience
• Banking Knowledge
• Organizational Skills
• Microsoft Office Proficiency
• Attention to Detail

• Case Management
• Quality Verification
• Documentation Preparation
• Pricing Proforma Preparation
• Compliance Interpretation

• Written Communication
• Verbal Communication
• Time Management
• Self-Motivation
• Client-Focused Mindset

• Pre-Onboarding Compliance
• Risk Management Practices
• Sales Partner Collaboration
• Account Analysis Policy

• Microsoft Word
• Microsoft Excel
• Microsoft Power Point