Cash Management Support Specialist — Client Solutions Pro

Forward Bank; Marshfield (WI); On-site; USD 42,000 - 62,000; Full time

Job summary

Forward Bank in Marshfield, WI is seeking a Cash Management Support Specialist to be the primary contact for Cash Management services, including Business Digital Banking, ACH and Wire Origination, RDC, and Positive Pay. You will assist customers with troubleshooting and ongoing support, coordinating with internal teams to deliver top-notch service.

The role involves handling daily issues, monitoring Positive Pay, assisting ACH file uploads and RDC customers, and collaborating with Digital

Qualifications

• Associate degree or equivalent coursework.
• 2–3 years of banking or financial services experience (desirable).
• Strong problem-solving and customer service skills.
• Ability to handle confidential information with discretion.
• AAP Certification is desirable but not required.

Responsibilities

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

Skills

Customer service

Problem solving

Discretion

Education

Associate degree

Job description

Forward Bank in Marshfield, WI is seeking a Cash Management Support Specialist to be the primary contact for Cash Management services, including Business Digital Banking, ACH and Wire Origination, RDC, and Positive Pay. You will assist customers with troubleshooting and ongoing support, coordinating with internal teams to deliver top-notch service.

The role involves handling daily issues, monitoring Positive Pay, assisting ACH file uploads and RDC customers, and collaborating with Digital