Cash Management Services Specialist
First Bank & Trust · San Francisco, California, US
Job Description: This person is responsible to provide support of Cash Management S ervices to new and existing business customers. This person will work clo...
Job description
Job Description: This person is responsible to provide support of Cash Management S ervices to new and existing business customers. This person will work closely with Cash Management Sales Officer/Consultant, Business Bankers and various departments within Banking Operations as well as third-party vendors. Qualifications: A Bachelor’s degree in a business related field and two years of bank related experience or the equivalent is required . Knowledge of bank operations, transaction flows, and risk control monitoring is required . This person must be a self-starter, possess good analytical, organizational and decision-making skills, and must be able to multi-task and work independently. Effective communication is required using strong oral and written language skills. Knowledge of banking regulations is required . Principal Responsibilities: Obtain required information from new and/or existing customers to analyze and execute proper structuring of Cash Management business products and services on operating systems. Perform ongoing customer support as needed. Facilitate resolution of in-depth customer questions or issues by routing and following up on requests to appropriate personne...