NOTE: Only accepting applicants located in Denver, CO
Cash Management & Customer Support Specialist
Our banking client is seeking a detail-oriented and customer-focused professional to provide support to internal and external customers while processing financial transactions accurately and efficiently. This role works within a collaborative team environment, managing daily workloads, meeting deadlines, resolving customer inquiries, and supporting cash management activities.
The ideal candidate has strong organizational skills, a sense of urgency, excellent attention to detail, and the ability to learn and navigate multiple systems. This is a great opportunity to gain experience in the farm credit and financial services environment while developing expertise in payment processing, cash management, and customer service.
Typical Volume: Approximately 144 accounts processed daily
Type: 6 month contract (potential to extend or convert)
Schedule: 1 day/month in office and as needed, mostly remote
Target Pay: 20.00/hr W2
Key Responsibilities
- Perform designated cash management activities within established timeframes and in accordance with documented policies and procedures.
- Process financial transactions and customer requests with a high degree of accuracy and quality.
- Process ACH requests through the Automated Cash Concentration application and perform account analysis.
- Provide general customer service and support to the bank's internal and external customers.
- Research and analyze transactions, identify potential issues, and understand the impact of processing errors.
- Maintain accurate records and use case tracking systems to document, monitor, and follow up on customer inquiries.
- Complete specialized customer-specific reporting.
- Resolve customer and business issues in accordance with established procedures and elevate issues when appropriate.
- Maintain a positive customer experience while working within tight deadlines and daily processing requirements.
- Participate in process improvement initiatives by learning and applying best-practice methodologies, including root cause analysis.
- Serve as Mission Critical Personnel during business continuity events or reduced-staffing scenarios.
- Work independently while also contributing effectively to a collaborative team environment.
Required Qualifications
- High school diploma or equivalent.
- Two or more years of experience, preferably in banking, financial services, customer service, payment processing, or a related field; or an equivalent combination of education and experience.
- Experience working with back-office processing (ACH)
- Strong verbal and written communication skills.
- Ability to learn and retain new information quickly.
- Strong organizational and time-management skills.
- Excellent attention to detail and commitment to accuracy.
- Ability to prioritize multiple tasks and meet daily deadlines.
- Ability to work both independently and as part of a team.
- Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
- Ability to navigate and work effectively across multiple technology systems.
Preferred Qualifications
- Banking or financial services customer service experience.