Cash Management Support Specialist

Socket.dev; Marshfield (WI); On-site; USD 42,000 - 60,000; Full time

Job summary

Socket.dev is seeking a Cash Management Support Specialist to be the primary contact for Cash Management services including ACH/Wire Origination, RDC, and Positive Pay. You will troubleshoot issues and provide ongoing assistance in collaboration with internal teams.

You will support Digital Banking and Deposit Operations, handle confidential information with discretion, and backup Cash Management staff as needed to help move our communities FORWARD.

Qualifications

• Associate degree or equivalent coursework.
• 2–3 years of experience in banking or financial services.

Responsibilities

• Act as the main point of contact for Cash Management-related issues.
• Troubleshoot and resolve issues, escalating to the Cash Management team as needed.
• Monitor and support Positive Pay services daily, including addressing customer inefficiencies and assisting with follow-ups.
• Assist ACH users with file uploads, limit modifications, and troubleshooting inquiries.
• Provide support for Remote Deposit Capture (RDC) customers, ensuring smooth system operations.
• Collaborate with Digital Banking, Deposit Operations, and Office Managers to deliver integrated support.
• Serve as a backup for the Cash Management Specialist and Private Bankers when required.
• Offer support for Digital Wire-related issues and inquiries.

Skills

Problem solving

Customer service

Discretion with confidential info

Education

Associate degree or equivalent coursework

Job description

Named American Banker's \"Best Banks to Work For\" six consecutive years and now CertifiedTM by Great Place To Work....Here's your chance to Move FORWARD with us and see what all the excitement is about!

As the Cash Management Support Specialist, you will be the primary point of contact for Cash Management services, including Business Digital Banking, ACH and Wire Origination, Remote Deposit Capture (RDC), and Positive Pay. You'll support customers with troubleshooting, issue resolution, and ongoing assistance, collaborating with internal teams to provide top-notch service.

Key Responsibilities:

• Act as the main point of contact for Cash Management-related issues.


• Troubleshoot and resolve issues, escalating to the Cash Management team as needed.


• Monitor and support Positive Pay services daily, including addressing customer inefficiencies and assisting with follow-ups.


• Assist ACH users with file uploads, limit modifications, and troubleshooting inquiries.


• Provide support for Remote Deposit Capture (RDC) customers, ensuring smooth system operations.


• Collaborate with Digital Banking, Deposit Operations, and Office Managers to deliver integrated support.


• Serve as a backup for the Cash Management Specialist and Private Bankers when required.


• Offer support for Digital Wire-related issues and inquiries.

Qualifications:

• Associate degree or equivalent coursework; or 2–3 years of experience in banking or financial services.


• Strong problem-solving and customer service skills.


• Ability to handle confidential information with discretion.


• AAP Certification is desirable but not required.

Join our team and help us live our mission… To Move Our Communities FORWARD!