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Cash Management Representative

Job in Santa Barbara - Santa Barbara County - CA California - USA
Company: MontecitoBank&Trust
Full Time position
Listed on 2019-06-15
Job specializations:
  • Computer
  • IT/Tech
    IT Support, Tech, IT Project Manager, IT Graduate
Job Description & How to Apply Below
Position: Cash Management Support Representative

Job Description

Provides a World Class Experience to customers by performing installation support on-site and over the telephone for the use of Cash Management services, and provides ongoing on-site and telephone training and support for services including ACH, Wire, Bill Pay, Positive Pay, RDC, and Admin options for higher value commercial customers, as referred by Service Center personnel. Works with Treasury Cash Management officers to schedule installation and support activities. Assists with customer system conversion communications and activities. Acts as a liaison between Treasury Cash Management officers and the Digital Banking Operations team. Performs approval of RDC soft limits and online banking wire limits, and provides lock box processing support.

Minimum Requirements for Position

Education and Experience:

  • High school or equivalent; some college preferred

  • Minimum of 3 years working with Cash Management products/services

Skills and Capabilities:

  • Adept at verbal and written communication; including the ability to provide step-by-step instructions by phone

  • Adept at on-site software installation

  • Proficient with Microsoft tools, all current hardware, browsers, and operating systems

  • Problem-solving & analytical skills

  • Ability to manage a schedule, ability to manage competing priorities, ability to multi-task

  • Perform systems user acceptance testing

  • Support on-going updates of procedures, user guides, and website content in collaboration with Marketing Dept.

  • Must have reliable transportation

Position Requirements
Less than 1 Year work experience
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