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Cash Management Associate

Company: West Suburban Bank
Location: Lombard
Posted on: April 2, 2021

Job Description:

Cash Management AssociateUS-IL-LombardJob ID: 2021-4156Type: Regular Full-Time# of Openings: 1Category: Cash ManagementCash ManagementResponsibilities

Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the following essential functions.

  • Assists with the preparation of proposals, pro formas, and other sales and marketing materials to be used in the cash management sales process. Works closely with Cash Management Manager, Commercial Lenders, Branch Managers, and other bank sales personnel with client discussions involving Cash Management product/service selection.
  • Communicates with potential and/or existing cash management clients to finalize product/service requirements and gather appropriate agreements and enrollment forms.
  • Coordinates and manages the implementation process for all cash management products and services. This includes facilitating the initial setup, testing, and start of production with bank departments (such as Online Banking, IPS, Electronic Banking, and Bookkeeping) and the client. Monitors the implementation process and reports problems/delays to Cash Management Manager.
  • Monitors account analysis billing process to ensure it is functioning properly post-implementation.
  • Provides Cash Management product and service support, perform problem resolution and trouble-shooting activities in a structured format to all customers. Provides training to customers for all cash management products and services. Keeps a record of significant customer contact for future reference.
  • Stays abreast of the cash management products and services industry, including regulations, features and benefits of current and future product offerings, and competition with others within the marketplace.
  • Upsells or cross-sells Cash Management products to existing customers explaining the benefits of the products/services.
  • May function in the Cash Management Manager's absence for customer support matters.
  • May contribute to special projects within Cash Management Services department as directed.
  • Required to lift/transport items including but not limited to branch scanning equipment.
  • Operates a company vehicle for local travel/delivery.

    Required Education and Experience:

    • Excellent computer skills. Proficiency in Microsoft Office Suite;
    • Excellent verbal and written communication skills;
    • Bachelor's degree in related field, or equivalent work experience;
    • Minimum 2 years experience in banking, commercial loan operations, or related field;
    • Valid driver's license and satisfactory driving record.

      Equal Opportunity Employer/Veterans/Disabled
      All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
      PM16 PI132301650

Keywords: West Suburban Bank, Lombard , Cash Management Associate, Executive , Lombard, Illinois

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