Cash Management Solutions Specialist

Citizens Alliance Bank; Clara City (MN); On-site; USD 45,000 - 68,000; Full time

Job summary

Citizens Alliance Bank in Minnesota is seeking a Cash Management Support Specialist to coordinate daily support for all cash management products. You will assist with setup, service, and maintenance, travel to client sites for installation and training, and resolve technical and documentation issues while safeguarding confidentiality.

Responsibilities include expanding relationships with business customers, ensuring accurate documentation, and staying compliant with banking regulations.

Qualifications

• High School diploma or GED required.
• Continuing education to maintain job knowledge.
• 3–5 years of banking experience.
• 3–5 years of customer service experience preferred.
• Proficiency in Microsoft Suites.

Responsibilities

• Coordinate setup and maintenance for cash management products and services.
• Assist with customer due diligence and relationship development.
• Travel to client sites for installation, training and troubleshooting.
• Provide timely service issue resolution and documentation maintenance.
• Maintain confidentiality of sensitive information and ensure regulatory compliance.

Skills

Customer service

Banking knowledge

Microsoft Office

Problem solving

Communication

Education

High School Diploma

Continuing Education

Banking experience

Tools

Microsoft Office

Job description

Citizens Alliance Bank in Minnesota is seeking a Cash Management Support Specialist to coordinate daily support for all cash management products. You will assist with setup, service, and maintenance, travel to client sites for installation and training, and resolve technical and documentation issues while safeguarding confidentiality.

Responsibilities include expanding relationships with business customers, ensuring accurate documentation, and staying compliant with banking regulations.