Cash Management Solutions Specialist

Citizens Alliance Bank; Northern (KY); Hybrid; USD 50,000 - 80,000; Full time

Job summary

Citizens Alliance Bank is seeking a Cash Management Services Associate to assist in coordinating daily support for cash management products and services, including customer set-up and maintenance, and handling due diligence tasks. You will travel to client locations for installation, training, and troubleshooting.

The role emphasizes relationship building, adherence to regulations, and timely resolution of customer inquiries, with performance tied to personal production and knowledge of policies.

Qualifications

• High School diploma or GED required.
• Continuing Education to maintain job knowledge.
• 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 for cash management products and services.
• Review and maintain customer files, monitor product usage and system operations.
• Travel to client sites to install equipment and software, provide training and troubleshooting.
• Assist with customer service issues and timely problem resolution related to cash management.

Skills

Customer service

Communication

Problem solving

Teamwork

Training customers

Education

High School diploma or GED

Continuing Education to maintain job knowledge

Tools

Microsoft Office

Job description

Citizens Alliance Bank is seeking a Cash Management Services Associate to assist in coordinating daily support for cash management products and services, including customer set-up and maintenance, and handling due diligence tasks. You will travel to client locations for installation, training, and troubleshooting.

The role emphasizes relationship building, adherence to regulations, and timely resolution of customer inquiries, with performance tied to personal production and knowledge of policies.