Cash Management Support Analyst I

The Cash Management Support Analyst I will be dedicated to assisting in the promotion of providing a superior client experience at every interaction, assist in increasing cash management product penetration within current client base, support the cash management product implementation ensuring services are set up correctly, validate all documentation including legal agreements and risk assessments for completeness, and ensure client billing is correctly reflected.

GENERAL DESCIPRTION OF DUTIES:

• Supports all elements of the Cash Management implementation cycle coordinating closely with Cash Management sales team to ensure product implementation or services, signed agreements, file limits established, service billing is set up, accounts opened, client trained on all products, files tested, etc.
• Supports resolution of client issues in a professional and responsive manner
• Responsible for training clients on product usage ensuring best practices are implemented.
• Second line of service for clients with questions and issues
• Supports all Cash Management products
• Assists in increasing cash management product penetration and supports identification of product improvements and solutions that may be helpful to our clients
• Maintains a detailed level of knowledge of commercial products and services; a conversational knowledge of non-commercial products (e.g., wealth management)
• Maintains a detailed level of knowledge of all Cash Management products, services, and systems.
• Performs installation, testing and ongoing support for Cash Management products, services, and systems.
• Provides client training on various Cash Management products as needed (onsite and remote)
• Communicates with clients or their designees regarding testing and any format changes needed
• Maintain a deep understanding of all tasks and procedures for the department and be able to perform each task with little to no supervision.
• Maintain a deep understanding of how tasks and procedures integrate with the Bank’s Core and ancillary systems and all third-party vendors and how those systems and their processing schedule and parameters control operational processes.
• Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
• Performs other duties as assigned

POSITION DESCRIPTION:

The Cash Management Support Analyst I will be dedicated to assisting in the promotion of providing a superior client experience at every interaction, assist in increasing cash management product penetration within current client base, support the cash management product implementation ensuring services are set up correctly, validate all documentation including legal agreements and risk assessments for completeness, and ensure client billing is correctly reflected.

GENERAL DESCIPRTION OF DUTIES:

• Supports all elements of the Cash Management implementation cycle coordinating closely with Cash Management sales team to ensure product implementation or services, signed agreements, file limits established, service billing is set up, accounts opened, client trained on all products, files tested, etc.
• Supports resolution of client issues in a professional and responsive manner
• Responsible for training clients on product usage ensuring best practices are implemented.
• Second line of service for clients with questions and issues
• Supports all Cash Management products
• Assists in increasing cash management product penetration and supports identification of product improvements and solutions that may be helpful to our clients
• Maintains a detailed level of knowledge of commercial products and services; a conversational knowledge of non-commercial products (e.g., wealth management)
• Maintains a detailed level of knowledge of all Cash Management products, services, and systems.
• Performs installation, testing and ongoing support for Cash Management products, services, and systems.
• Provides client training on various Cash Management products as needed (onsite and remote)
• Communicates with clients or their designees regarding testing and any format changes needed
• Maintain a deep understanding of all tasks and procedures for the…