Cash Management Specialist — Client Solutions & Analytics

Jobtailor; West Warwick (RI); On-site; USD 55,000 - 85,000; Full time

Job summary

Jobtailor in Rhode Island seeks a skilled banking support specialist to provide technical and customer support for cash management products and services. You will assist with account setups, documentation, issue resolution, and compliance monitoring, while collaborating with internal teams and clients to ensure smooth operations.

The role requires 5+ years in banking, strong Microsoft Office skills, and the ability to interpret procedures, policies, and regulatory requirements.

Qualifications

• Candidates must have strong customer service and banking knowledge.
• Proficiency in Microsoft Office and ability to interpret procedures and policies.
• Five+ years of banking experience is preferred.

Responsibilities

• Provides technical and customer support for cash management products and services.
• Collaborates with internal teams and clients to ensure smooth operations.
• Supports commercial account analysis and stays current with product enhancements.
• Mentors junior staff, assists in training, and participates in audits.
• Performs customer setups, prepares contracts, and maintains customer files.
• Responds to questions from customers, branches, partner units and sales teams.
• Monitors product vendor communications on enhancements and maintenance.
• Reviews departmental procedures to ensure continued accuracy.

Skills

Customer support

Banking knowledge

Microsoft Office

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Job description

Jobtailor in Rhode Island seeks a skilled banking support specialist to provide technical and customer support for cash management products and services. You will assist with account setups, documentation, issue resolution, and compliance monitoring, while collaborating with internal teams and clients to ensure smooth operations.

The role requires 5+ years in banking, strong Microsoft Office skills, and the ability to interpret procedures, policies, and regulatory requirements.