Cash Management Specialist - Client Solutions & Setup

Citizens Alliance Bank; Minnesota; On-site; USD 50,000 - 70,000; Full time

Job summary

Citizens Alliance Bank is seeking a detail‑oriented Cash Management Coordinator to support daily operations, set up and maintain cash management products, and assist with customer due diligence. You will interact with internal and external stakeholders to resolve issues and ensure accurate documentation.

You will travel to client sites as needed to install equipment, provide training, and troubleshoot issues while upholding bank policies and regulatory requirements.

Qualifications

• High School diploma or GED is required.
• Continuing Education to maintain job knowledge is required.
• Three to Five years of banking experience are required.
• Three to Five years of customer service experience are preferred.
• Proficiency in Microsoft Suites is preferred.

Responsibilities

• Assist in establishing and maintaining relationships with business customers related to cash management products and services.
• Assist with customer set-up and provide service maintenance on cash management products and services for new and existing customers.
• Review and maintain customer files, monitor product usage and system operations.
• Travel to client sites to provide equipment/software installation, training, and troubleshooting as needed.
• Provide timely solutions to customer service issues and problems.

Education

High School diploma or GED

Tools

Microsoft Office Suite

Job description

Citizens Alliance Bank is seeking a detail‑oriented Cash Management Coordinator to support daily operations, set up and maintain cash management products, and assist with customer due diligence. You will interact with internal and external stakeholders to resolve issues and ensure accurate documentation.

You will travel to client sites as needed to install equipment, provide training, and troubleshoot issues while upholding bank policies and regulatory requirements.