Cash Management Support Specialist

United Business Bank; Irvine (CA); On-site; USD 102,000 - 171,000; Full time

Job summary

Join United Business Bank as a Cash Management Support Specialist and thrive in a collaborative environment. This role involves assisting clients with various cash management products and services, ensuring top-notch customer support and effective communication. Candidates should have a background in financial services and a strong customer service focus to enhance business relationships.

Benefits

Comprehensive benefit package including medical, dental, and vision

401K and disability insurance

Generous vacation and sick policy

Qualifications

• Minimum of 2 years related experience in financial services.
• Knowledge of cash management products and banking operations.

Responsibilities

• Assist clients with online banking and cash management requests.
• Support training for cash management services.
• Ensure effective cross-selling during client interactions.

Skills

Good communication skills

Excellent Cross Selling skills

Ability to multi-task

Strong computer skills

Good math skills

Education

High school graduate or equivalent

Tools

Microsoft Office software

Job description

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Description

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.

Description

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.

About United Business Bank

We are a publicly traded Regional Bank with over $2.5B in assets and 35 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.

About The Position...

The Cash Management Support Specialist (CMSS) is an onsite position and does not have remote opportunities.

The Cash Management Support Specialist (CMSS) will assist clients, including in person, over the telephone, as well as virtually, with a variety of online banking, e-banking and cash management requests. The CMSS is responsible for assisting new and existing clients with establishing and troubleshooting various cash management products and services including, but not limited to, online banking services, remote deposit capture, positive pay and ACH services in a prompt, courteous, efficient and professional manner. This may include visiting existing clients at their place of business to assist with installations and set-ups for services. The CMSS will assist and support with training clients so they know all the features and functionality of our cash management and electronic banking services and can perform all the duties and responsibilities associated with those services. This position will be responsible for ensuring that all effective cross-selling techniques are applied to every client interaction. The CMSS may be required to support branch related tasks associated with dual control and other related tasks to support branch coverage. The CMSS will also support the Cash Management Manager and Cash Management Support – Team Lead with other projects and duties as assigned. The CMSS performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.

Qualifications

About You...

You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:

Education/Certification: High school graduate or equivalent.

Required Knowledge: Knowledge of cash management products and services, as well as banking and deposit operations and procedures.

Experience Required: Minimum of 2 years’ related experience in the financial services industry.

Skills/Abilities

• Good communication skills.
• Excellent Cross Selling skills.
• Ability to multi-task and prioritize workflow.
• Professional appearance, dress and attitude.
• Strong computer skills.
• Good math skills.
• Ability to use Microsoft Office software package.
• Ability to operate related computer hardware and other business equipment including Teller Cash Recycler (TCR), calculator, copy machine, and telephone.
  
  

Location: Onsite, no remote

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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