Cash Management Specialist — Client Solutions & Tech Support

BankIn Minnesota; Minnesota; On-site; USD 40,000 - 60,000; Full time

Job summary

A regional financial institution is seeking a Cash Management Specialist to coordinate daily operations related to cash management products. The role focuses on establishing and maintaining business customer relationships while providing support and troubleshooting services. Candidates should have 3-5 years of banking experience, strong customer service skills, and proficiency in Microsoft Office. The position requires travel to client locations for training and installations.

Qualifications

• 3-5 years of banking experience is required.
• Preferred: 3-5 years of customer service experience.
• Proficiency in Microsoft Suite is preferred.

Responsibilities

• Assist in establishing and maintaining relationships with business customers.
• Support customer set-up and provide service maintenance.
• Review and maintain customer files and monitor product usage.
• Travel to client locations for training and installation.

Skills

Customer service skills

Technical troubleshooting

Relationship management

Education

High School diploma or GED

Continuing Education

Tools

Microsoft Office Suite

Job description

A regional financial institution is seeking a Cash Management Specialist to coordinate daily operations related to cash management products. The role focuses on establishing and maintaining business customer relationships while providing support and troubleshooting services. Candidates should have 3-5 years of banking experience, strong customer service skills, and proficiency in Microsoft Office. The position requires travel to client locations for training and installations.