Cash Management Solutions Specialist

Jobtome; Clara City (MN); On-site; USD 24,000 - 36,000; Full time

Job summary

Citizens Alliance Bank is seeking a position to assist in coordinating daily support with Cash Management products and services. You will work under the Cash Management Supervisor, handling setup, service, and maintenance for cash management offerings for business customers.

The role involves direct customer interaction, installations, and problem solving while maintaining confidentiality and adhering to BSA/AML regulations. Travel to client sites is required occasionally.

Qualifications

• Required - High School diploma or GED.
• Required - Continuing Education to maintain job knowledge.
• Required - Three to Five years of banking experience.
• Preferred - Three to Five years of customer service experience.
• Preferred - Proficiency in Microsoft Suites.

Responsibilities

• Establish and maintain relationships with business customers related to cash management products and services.
• Perform customer set-up and provide service maintenance on all cash management products and services for new and existing customers.
• Review and maintain customer files, monitor product usage and system operations.
• Travel to client locations to install equipment and software, including training and troubleshooting.

Skills

Customer service experience

Microsoft Office

Education

High School diploma or GED

Continuing Education to maintain job knowledge

Three to Five years of banking experience

Tools

Microsoft Suites

Job description

Citizens Alliance Bank is seeking a position to assist in coordinating daily support with Cash Management products and services. You will work under the Cash Management Supervisor, handling setup, service, and maintenance for cash management offerings for business customers.

The role involves direct customer interaction, installations, and problem solving while maintaining confidentiality and adhering to BSA/AML regulations. Travel to client sites is required occasionally.