Senior Cash Management Relationship Specialist

Greenfield Savings; Greenfield (MA); On-site; USD 70,919,000 - 87,997,000; Full time

Job summary

Greenfield Savings Bank is seeking a Cash Management Relationship Specialist to serve as the single point of contact for commercial customers, delivering expert service, technical knowledge, and support for deposit accounts and Cash Management services.

You will open and maintain accounts, implement Cash Management products, and act as the subject matter expert for business online services, ensuring regulatory compliance and accurate communications with customers.

Qualifications

• 5+ years of banking, cash management, digital banking, deposit operations, or related financial services experience.
• Extensive customer service experience with demonstrated ability to build and maintain commercial customer relationships.
• Understanding of Cash Management services including ACH, Wire Transfers, Remote Deposit Capture, Positive Pay, Business Online Banking, and related payment technologies.
• Strong verbal and written communication skills.
• Ability to identify operational risk and follow appropriate risk mitigation procedures.
• Demonstrated accuracy and attention to detail in a highly regulated environment.
• Strong organizational and time management skills with the ability to manage multiple priorities and deadlines.
• Proficiency with Microsoft Office applications including Word, Excel, Outlook, and business technology platforms.
• Ability to work independently while collaborating effectively within a team environment.

Responsibilities

• Work with VP Cash Management Officer & Commercial lenders to process and open new accounts for commercial customers.
• Research, investigate, and resolve complex customer inquiries related to Cash Management products, digital banking services, account maintenance, and payment transactions.
• Initiate, monitor, and complete workflows within applicable servicing, CRM, and onboarding systems.
• Identify, mitigate, and elevate operational risk concerns in accordance with Bank policy and regulatory requirements.
• Assist with the development, maintenance, and documentation of departmental procedures and operational controls.
• Support audit and compliance reviews by maintaining accurate records and ensuring adherence to established processes.
• Partner with Retail, Deposit Operations, and Business Development teams to support commercial customer onboarding and ongoing relationship management.
• Maintain awareness of fraud trends and support the identification and reporting of suspicious activity.
• Other duties as assigned by Supervisor

Skills

Customer service

Cash management

Digital banking

Operational risk

Communication

Attention to detail

Time management

Microsoft Office

Tools

Microsoft Office

Job description

Greenfield Savings Bank is seeking a Cash Management Relationship Specialist to serve as the single point of contact for commercial customers, delivering expert service, technical knowledge, and support for deposit accounts and Cash Management services.

You will open and maintain accounts, implement Cash Management products, and act as the subject matter expert for business online services, ensuring regulatory compliance and accurate communications with customers.