Cash Management Support Analyst I - Remote Training

Ascend Bank; Wallingford (CT); On-site; USD 55,000 - 75,000; Full time

Job summary

Ascend Bank in Wallingford, CT is seeking a Cash Management Support Analyst I to promote a superior client experience with every interaction and help increase cash management product penetration among current clients.

You will assist in implementing cash management services, verify documents and risk assessments, and train clients on product usage both onsite and remotely, contributing to efficient operations and strong client relationships.

Qualifications

• Proven client service experience with track record of client satisfaction.
• Ability to work in a high activity/fast paced environment while managing stress.
• Excellent organizational and independent work skills.
• Strong communication, listening, and negotiation abilities.
• Knowledge of banking operations and cash management products is helpful.

Responsibilities

• Supports all elements of the cash management implementation cycle.
• Train clients on product usage, onsite and remote.
• Respond to client questions and issues in a professional manner.
• Assist in increasing cash management product penetration.
• Maintain knowledge of all cash management products and systems.
• Coordinate with sales team to ensure smooth onboarding and billing.
• Complete BSA training and related compliance knowledge.

Skills

Client service

Organizational skills

Communication

Problem solving

Independent work

Attention to detail

Adaptability

Relationship building

Training delivery

Education

Two-year college degree

Job description

Ascend Bank in Wallingford, CT is seeking a Cash Management Support Analyst I to promote a superior client experience with every interaction and help increase cash management product penetration among current clients.

You will assist in implementing cash management services, verify documents and risk assessments, and train clients on product usage both onsite and remotely, contributing to efficient operations and strong client relationships.