Cash Management Sales, Support & Service Specialist

Washington Trust; Rhode Island; Hybrid; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their Cash Management Middle Office Team. This role involves managing the onboarding and training of corporate clients while serving as a key liaison between sales and back-office operations. The ideal candidate will have a client-first mindset, strong problem-solving skills, and a desire to develop deep product knowledge. This innovative firm offers a hybrid work schedule, allowing for flexibility while ensuring a high level of service to its clients. Join a company recognized as one of the Best Places to Work in Rhode Island, where your contributions will be valued and rewarded.

Benefits

Health and Welfare Benefits

Paid Time-Off

Work-Life Program

401(k) Plan

Qualifications

• 3+ years of experience in cash management and direct customer contact.
• Strong analytical and problem-solving skills are essential.

Responsibilities

• Manage onboarding and training for cash management clients.
• Serve as primary contact for customer support and problem resolution.

Skills

Customer Service

Problem Solving

Analytical Skills

Communication Skills

Client Relationship Management

Education

3+ years cash management experience

Tools

Banking Systems

Treasury Platforms

Payment Networks (SWIFT, Fedwire, NACHA)

Job description

Main Office, Westerly, Rhode Island, United States of America

Job Description

Posted Wednesday, March 26, 2025 at 4:00 AM

We are looking to add to our Cash Management Middle Office Team located in Westerly, RI. This position's primary responsibility will be to manage the day-to-day onboarding, customer training, service and support to our corporate cash management clients. This role serves as a key liaison between sales staff, corporate clients, and back-office operations, ensuring smooth implementation and ongoing management of cash management services. Strong desire to develop a deep product knowledge, and a client-first mindset to enhance the overall client experience are required.

We offer a hybrid on-site/remote schedule located in Westerly, RI.

Key Responsibilities:

Client & Relationship Management

• Provide ongoing customer service and serve as the primary point of contact for support to existing cash management commercial and municipal customers.
• Facilitate the onboarding and implementation of new customers including account opening, agreements, training for cash management services.
• Engage in problem solving and provide customers with resolutions in an efficient, accurate and timely manner.
• Assist the Sales Officers, including site visits and industry-related events.
• Proactively address and resolve client concerns, ensuring a high level of service and satisfaction.
• Educate clients on cash management products, systems, and best practices.
• Monitor and optimize workflows to improve efficiency, reduce risk, and enhance the client experience.
• Assist in the development and implementation of automation tools and digital solutions for cash management.
• Identify opportunities to cross-sell new cash management products and services to prospective or existing business customers.

Risk & Compliance Management

• Ensure adherence to regulatory requirements, internal policies, and best practices related to cash management operations.
• Collaborate with risk and compliance teams to identify, assess, and mitigate operational risks.

Other Duties/Requirements

• Drive collaboration across departments to enhance cross-functional efficiency and effectiveness.
• Desire to develop proficiency in banking systems, treasury platforms, and payment networks (SWIFT, Fedwire, NACHA, etc.).
• Strong analytical, problem-solving, and communication skills.
• Assist in projects as needed for the group and bank.
• Be a team player for other colleagues and partners within the Bank.
• Will perform any task requested by a supervisor, as it relates to the Bank or its function.

REQUIREMENTS/QUALIFICATIONS

• Prior experience with direct customer contact, problem solving, and customer resolution.
• 3+ years cash management experience and knowledge of Cash Management services.
• Demonstrated ability to cross-sell and onboard internal customer referrals.
• Ability to make in-person, site visits to customer locations.
• Record maintenance and reporting.

Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011!

The Washington Trust Company, and each of its subsidiaries and affiliates are committed to cultivating and promoting a diverse and inclusive workforce. We seek to provide an environment of equal employment opportunity and advancement to all employees and applicants. It is our policy to provide equal employment and advancement opportunities without regard to race, color, ethnicity, age, religion, gender, pregnancy/childbirth, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, or any other category protected by federal, state and/or local laws.