Position Overview:
Support the growth and administration of commercial cash management operations by providing sales, operations and administrative support.
Primary Responsibilities:
- Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers: Completes the sales process with post-sales follow-up including welcome letter, copies of signed agreements, completing required database updates, making new customer folders, etc.
- Provides technical support for services that have computer and equipment needs, including on-site implementation and training, phone support, and acting as the liaison for the customer and fields customer telephone/email inquiries requesting technical support.
- Updates Cash Management database with scanner details.
- Monitors scanner inventory, package and return broken scanners.
- Monitors and maintains Remote Deposit Error log taking appropriate actions steps when warranted, Assists in the preparation of reports, special projects and customer mailings.
- Performs maintenance on existing business customers’ accounts including reordering checks and supplies, documenting address or status changes, etc.
- Recognizes cross sell opportunities and notifies the sales manager or other bank departments of such opportunities.
- Assists with research and service requests for all business customer inquiries.
- Provides general office support with photocopies, faxes, filing, etc.
- Coordinates with internal departments including deposit operations, accounting whenever necessary for set-up, reconciliation or service requests.
- Assists with special projects and provides customer service and sales support to the Cash Management team and customers as needed.
- Other
Responsibilities:
Perform related and unrelated duties as may be required.
