Cash Management Support Specialist

Overview

Job Details Level: Experienced |

Job Location:

Walnut Creek 1 - Walnut Creek, CA 94596 | Position Type:
Full Time | Salary Range: $23.00 - $25.00 Hourly

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.

We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.

The Cash Management Support Specialist (CMSS) is an onsite position and does not have remote opportunities.

The CMSS will assist clients, including in person, over the telephone, as well as virtually, with a variety of online banking, e-banking and cash management requests. The CMSS is responsible for assisting new and existing clients with establishing and troubleshooting various cash management products and services including, but not limited to, online banking services, remote deposit capture, positive pay and ACH services in a prompt, courteous, efficient and professional manner.

This may include visiting existing clients at their place of business to assist with installations and set-ups for services. The CMSS will assist and support with training clients so they know all the features and functionality of our cash management and electronic banking services and can perform all the duties and responsibilities associated with those services. This position will be responsible for ensuring that all effective cross-selling techniques are applied to every client interaction.

The CMSS may be required to support branch related tasks associated with dual control and other related tasks to support branch coverage. The CMSS will also support the Electronic Banking and Systems Manager and Deposit Service – Team Lead with other projects and duties as assigned. The CMSS performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.

• Assist clients in person, over the telephone, and virtually with online banking, e-banking and cash management requests.
• Establish and troubleshoot cash management products and services (online banking, remote deposit capture, positive pay, ACH).
• Visit existing clients at their place of business to assist with installations and set-ups for services.
• Train clients on features and functionality of cash management and electronic banking services.
• Apply effective cross-selling techniques to every client interaction.
• Support branch tasks related to dual control and branch coverage as required.
• Support the Electronic Banking and Systems Manager and Deposit Service – Team Lead with other projects and duties as assigned.
• Perform duties accurately, timely and efficiently in accordance with Bank policies, procedures and regulatory guidelines.

About You

• You are a self-starter with an entrepreneurial spirit who thrives in a team environment.

• High school graduate or equivalent.

• Knowledge of cash management products and services, as well as banking and deposit operations and procedures.

• Minimum of 2 years’ related experience in the financial services industry.

• Good communication skills.
• Excellent cross-selling skills.
• Ability to multi-task and prioritize workflow.
• Professional appearance, dress and attitude.
• Strong computer skills.
• Good math skills.
• Ability to use Microsoft Office software package.
• Ability to operate related computer hardware and other business equipment including Teller Cash Recycler (TCR), calculator, copy machine, and telephone.

Location:

Onsite, no remote

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.