Cash Management

Five-Points-Bank-; United States; On-site; USD 52,000 - 76,000; Full time

Job summary

Five Points Bank is seeking a results-driven banking professional to help prospective customers understand products and services, assess their needs, and open accounts.

You will follow up on leads from loan officers and tellers, prepare forms for sales, and coordinate with marketing to promote solutions. The role includes implementing cash-management products and delivering ongoing service to business clients.

Qualifications

• Bachelor’s degree preferred; 3+ years in retail banking including opening accounts and cash handling.
• Extensive training in banking industry rules and regulations.
• Strong mathematical skills for problem solving and financial calculations.

Responsibilities

• Contact prospective customers to present information and explain bank products.
• Determine customer needs and offer appropriate services.
• Prepare forms or agreements to complete sales.
• Follow up on leads from loan officers and tellers.
• Assist in implementation and setup of cash management products.
• Provide customer service to business customers post-implementation.

Skills

Communication

Active listening

Attention to detail

Time management

Customer service

Teamwork

Problem solving

Education

Bachelor’s degree preferred

3+ years of retail banking experience

Tools

Excel

Word

Outlook

Job description

Essential Functions:Contact prospective customers to present information and explain available products and servicesDetermine whether the customer has a need for the products and services the bank providesPrepare forms or agreements to complete salesFollow up on leads from loan officers and tellersIn coordination with the marketing department, place sales ads to promote the productsComplete implementation process for the products soldSetting the customer up with remote deposit at their place of businessEducate customers on how to use the productsProvide customer service to business customers following the implementation/set upAssist Internet Banking/Cash Management position in the set-up of the cash management productsWork with the tech department on any technical difficulties with the products themselves or a problem the customer may be experiencingResponsible for NFS report and determinationsExplain bank services and charges to customersOverdraft ReviewAll other duties as assignedKnowledge & Experience:Banking experience with extensive training in the banking industry, rules and regulationsExperience using Excel, Word and Outlook softwareTime ManagementMathematics – using mathematics to solve problemsActive Listening – Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriateAbility to work and solve client problems with minimal direct supervisionCommunication Skills – The ability to communicate effectivelyStrong attention to detail and accuracyEducation/Training:Bachelor’s Degree preferred3+ years of Retail Banking Experience which includes opening accounts, customer service and cash handlingExtensive training in the banking industry, rules and regulationsManagement experience preferredPersonal Attributes:Effective interpersonal skills and relationship-building skillsStrong written and oral communication skillsSelf-motivated and directedKeen attention to detailExperience working in a team-oriented, collaborative environmentStrong customer-service orientation