Cash Management Administrator II

Needham Bank • Needham, MA • 2h ago

Job Descriptions:

This Full-time position will support the Cash Management team at Needham Bank that handles deposit, treasury and cash management services for Business, C&I, Structured Finance, CRE, and SBC clients. This position will support Cash Management Officers in tasks related to selling and establishing new deposit and Cash Management services including pricing, system demonstrations, and support of implementation and ongoing customer service. They will work closely with CMO's, Implementation, Deposit and Payment Operations, and Cash Management Client Services.

ESSENTIAL DUTIES & RESPONSIBILITIES

Demonstrate awareness, commitment and dedication to servicing and building customer relationships

Provide a complete range of customer services at the bank, including opening new accounts, and gathering customer information to process new and existing account opening requests

Under the guidance of the CMO(s), follow up with clients and prospects as needed to answer questions, obtain additional information/forms, perform demo's and other items as appropriate

Serve as secondary point of contact for clients on deposit and Treasury Management Systems, assisting with inquiries, technical support and problem resolution

Maintain high level knowledge of the Bank's cash management products and services

Work with CMO(s) on pricing and set up of Account Analysis clients

Review client profitability and recommend methods to enhance banking relationship

Provide support for Cash Management Officer, assist in ongoing relationship management activities

Research and analyze data in order to resolve more complex customer problems. Answer customer questions with accounts and transactions and explore ways to resolve difficult issues

Refer and coordinate cash management customer questions; ensure resolution of any product complaints, issues, or laggard features with the support the service team

Responsible for operational compliance and adherence to bank policies and procedures

Handle administrative responsibilities, including filing, customer file maintenance and prospect/pipeline management

Attend and participate in team meetings

Become familiar with all Cash Management products including online and mobile applications

Perform additional duties as requested, needed or assigned

Required Experience:

JOB REQUIREMENTS

Ability to work independently with some guidance from team members

Ability to build strong relationships and alliances across the organization, exceed customer expectations, ability to adapt to change, reliable and highly motivated

Highly motivated and able to handle multiple tasks

Demonstrate and promote high ethical standards and behaviors

Strong customer service and problem-solving skills

Maintain a professional manner at all times

Fluent in written and verbal English communication skills

Adapts to change and ability to manage fast paced environment

Strong computer and technical skills

Ability to build strong relationships across the organization, exceed customer expectations, adapt to change.

Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)

EDUCATION & EXPERIENCE

Five years of banking experience Customer service experience and/or sales experience preferred

Solid knowledge of business environment

Extensive background in bank operating policies and procedures, banking regulations (state and federal)

WORKING CONDITIONS/PHYSICAL DEMANDS

Normal business office environment

Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.

At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.

Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.

Keyword: Cash Management

From: Needham Bank

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