Cash Management Consultant

Compeer Financial; Sun Prairie (WI); On-site; USD 66,000 - 100,000; Full time

Job summary

An established industry player is seeking a motivated individual to enhance client relationships through innovative cash management solutions. This role involves assessing client needs, recommending effective strategies, and collaborating with cross-functional teams to deliver seamless service. You will thrive in a flexible, hybrid work environment that promotes professional development and offers excellent benefits. Join a team that values your contributions and empowers you to make a significant impact in the financial services sector, supporting agriculture and rural communities.

Benefits

Flexible schedules

401k contribution

Medical, dental, and vision benefits

Vacation and sick leave

Learning and development programs

Professional membership reimbursement

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• Experience with online banking and cash management solutions.

Responsibilities

• Enhance client relationships through cash management tools.
• Assist in managing digital cash management services.

Skills

Client Service Skills

Analytical Skills

Process Improvement

Project Management

Education

Bachelor’s degree in Computer Science

Management Information Systems

Business Administration

Tools

Microsoft Office Suite

Online Banking Systems

Digital Platforms

Job description

MN-Lakeville; MN, Mankato; IL-Naperville; WI-Sun Prairie; Open to any Compeer location

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Cross-functional committee opportunities (i.e. Diversity & Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

Where you will work: This position offers a hybrid work option up to 50% remote and is open to any Compeer office location in Illinois, Minnesota and Wisconsin .

The contributions you will make: Responsible for helping to ensure that Compeer is delivering strong client facing digital cash management features that are integrated and easy to use for our largest and most complex clients. Assesses client needs and identifies potential cash management solutions to support new clients and expand solutions for existing clients. Assists team leader in managing and prioritizing enhancements of digital cash management services. Proactively works with peers and management to build an effective strategic operational environment maximizing efficient processes and procedures. Builds the consultant role by gaining referrals from multiple business segments, in partnership with the Credit and Sales team and other functional business units.

A typical day:

• Works with the Relationship Management team to identify new and existing clients with whom Compeer has opportunities to enhance and deepen relationships through the use of cash management tools to run their business.
• Maintains relationships with existing online and in-person clients that utilize cash management tools.
• Assesses client needs and recommends effective strategies utilizing Compeer’s cash management tools and/or partner cash management tools. Assists line of business by serving as a trusted advisor for the client.
• Annually reviews/audits client utilization of cash management tools and recommends any needed changes or enhancements.
• Partners and maintains communication with sales, relationship managers and internal partners to stay up-to-date on customer relationships and provide seamless service.
• Meets regularly with prospective customers to review cash management products.
• Enhances and develops cash management services, including but not limited to Business Banking, Bill Pay, Positive Pay, ACH origination, Remote Deposit Capture, Business Mobile and Mobile Deposit Capture, wire transfers, retail/business credit cards and related payment/transfer type solutions.
• Performs various activities in support of the sales function, including but not limited to calling customers, conducting relationship reviews for customers with cash management needs, participating in public speaking engagements for both internal and external meetings and participating in educational sessions for relationship managers and clients.
• Conducts analyses of entity’s receivables, payables, information reporting, liquidity management, fraud management and other operational processes.
• Assists cash management Product Owner in creating and delivering training materials/presentations on cash management to sales teams and other internal teams.
• Performs timely follow-up on newly implemented cash management services to address any concerns and ensure client satisfaction.
• Monitors the implementation process, including the gathering and preparation of required agreements.
• Develops and enhances methodologies to demonstrate, implement and maintain cash management products and services for clients.
• Troubleshoots and makes recommendations regarding system, configuration and functionality issues within online banking and/or cash management tools.
• Collaborates with technology teams to proactively monitor cash management systems and recommend workarounds and viable solutions to improve client service and responses. Also collaborates with security and legal teams on the resolution of serious issues (i.e. fraud) and keeps senior leadership informed.
• Proactively identifies changes in risks related to cash management services and takes actions to appropriately mitigate actions.
• Develops, enhances and manages risk assessment tools. Also develop troubleshooting parameters for Remote Deposit Capture, Mobile Deposit Capture, wire processing and ACH processes.

The skills and experience we prefer you have:

• Bachelor’s degree in computer science, management information systems, business administration or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Previous experience with online banking systems and/or digital platforms and an understanding of cash management functions or solutions.
• Experience in cash management and working capital products, solutions, trends and best practice
• Proven client service skills and the ability to articulate product functionality both to technical and non-technical audiences.
• Demonstrated ability to meet deadlines, work independently, think creatively, and investigate thoroughly as well as an understanding of how process improvement and technology can collaborate to provide efficient business solutions.
• Solid knowledge and skills in utilizing Microsoft applications (Word, Excel, PowerPoint, Project, Outlook, etc.) and project management tools and software.
• Knowledge and abilities for troubleshooting via reporting, query creation and collaboration with internal and external teams.
• Valid driver’s license and the ability to travel up to 35% of the time in order to meet directly with clients.

#IND100How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Base Pay

$66,000 - $99,700 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

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