Cash Management Specialist

First Western Bank & Trust; Minot (ND); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401k with matching contributions

Paid Vacation & Holidays

Volunteer PTO

Banking Benefits

Job summary

First Western Bank & Trust in Minot, ND is seeking an on-site Cash Management Specialist to support online banking products and services for business and personal customers.

You’ll establish relationships, provide product support, set up online accounts, monitor activity, and assist with RSA tokens and compliance, ensuring timely responses and high level service in a bank-driven culture of excellence.

Qualifications

• Bachelor’s degree in accounting or business-related field; or equivalent work experience.
• Minimum two years banking experience.
• Experience with online computer applications.

Responsibilities

• Direct and assist customers with online banking products and services in support of First Western Bank & Trust’s sales and service objectives while adhering to the bank’s culture of excellence in customer service to its patrons.
• Establish solid customer relationships through identifying needs, providing creative and best solutions for customers, and using cross-sell and referral opportunities.
• Provide support to customers and bank staff regarding electronic products and services.
• Establish online customer accounts including entering data, assigning access permissions and performing account verification.
• Ensure timely response and resolution of customer questions and issues in a timely, professional manner via telephone, email or in-person.
• Perform maintenance to existing online accounts, re-setting passwords and making account changes as requested.
• Meet with business customers to provide information on Cash Management services.
• Add, monitor and support Cash Management and Remote Deposit Capture customers.
• Determine exposure limits and assign risk ratings for Cash Management ACH customers.
• Assist with RSA token activation, lost tokens and customer contact regarding tokens.
• Ensure customer compliance with online policies and procedures.
• Performs daily reviews and monitoring of selected reports, logs and transaction data to verify transactions, track trends and detect/report unusual or suspicious activity.
• Ensure compliance with banking laws, regulations and the Bank’s policies and procedures, including Bank Secrecy Act.
• Maintain continuing education related to regulatory standards.

Skills

Customer Service

Multi-tasking

Attention to detail

Problem-solving

Listening skills

Integrity

Confidentiality

English proficiency

Microsoft Word

Excel

Education

Bachelor’s degree in accounting or business

Tools

Banking software

Microsoft Word

Excel

Job description

Job Description

First Western Bank & Trust is searching for an on-site Cash Management Specialist at our Minot Main Bank.

Cash Management Specialist Benefits Include:

• Paid Vacation, Sick Leave and Holidays
• Health Insurance
• Dental Insurance
• Vision Insurance
• 401k with matching contributions
• Volunteer Paid Time Off
• Banking Benefits
• And more!

CASH MANAGEMENT SPECIALIST POSITION OVERVIEW:

Direct and assist customers with online banking products and services in support of First Western Bank & Trust’s sales and service objectives while adhering to the bank’s culture of excellence in customer service to its patrons.

• Establish solid customer relationships through identifying needs, providing creative and best solutions for customers, and using cross-sell and referral opportunities
• Provide support to customers and bank staff regarding electronic products and services
• Establish online customer accounts including entering data, assigning access permissions and performing account verification
• Ensure timely response and resolution of customer questions and issues in a timely, professional manner via telephone, email or in-person
• Perform maintenance to existing online accounts, re-setting passwords and making account changes as requested
• Meet with business customers to provide information on Cash Management services
• Add, monitor and support Cash Management and Remote Deposit Capture customers
• Determine exposure limits and assign risk ratings for Cash Management ACH customers
• Assist with RSA token activation, lost tokens and customer contact regarding tokens
• Ensure customer compliance with online policies and procedures
• Performs daily reviews and monitoring of selected reports, logs and transaction data to verify transactions, track trends and detect/report unusual or suspicious activity
• Ensure compliance with banking laws, regulations and the Bank’s policies and procedures, including Bank Secrecy Act
• Maintain continuing education related to regulatory standards

CASH MANAGEMENT SPECIALIST QUALIFICATIONS:

• Bachelor’s degree in accounting or business-related field; or equivalent work experience
• Minimum two years banking experience
• Experience with online computer applications

CASH MANAGEMENT SKILLS/ABILITIES:

• Customer Service/People skills
• Multi-task
• Attention to detail
• Problem-solving skills
• Listening skills
• Integrity
• Confidentiality
• Computer skills with Microsoft Word, Excel, and banking software, to include proficient keyboarding
• Proficient spoken and written English language skills

First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.