Cash Management Service Representative jobs in Connecticut

Cash Management Service Representative is responsible for providing cash management services to existing and potential business banking clients. Assists clients in various cash management programs while ensuring sufficient balance in the cash flows. Being a Cash Management Service Representative responds to and provides fixes for client issues and questions surrounding relevant products and/or services. Guides clients through onboarding, documentation, and implementation. Additionally, Cash Management Service Representative elevates important or complex inquiries to the appropriate manager, supervisor, or team to ensure they are resolved appropriately. May require a bachelor's degree. Typically reports to a supervisor or manager. The Cash Management Service Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Cash Management Service Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Cash Management Sales Representative
  • First County Bank
  • Stamford, CT FULL_TIME
  • At First County Bank, You We = Team

    YOU - Bring your talent, hunger to learn and desire to grow.

    WE - Will provide you with the training and experience you need to become a Trusted Advisor to your clients.

    TEAM - As part of the FCB team, you will share in the satisfaction of working for a respected 170-year-old institution with deep community roots and a tradition of giving back.

    First County Bank - It's where you belong!

    We are currently looking for a Cash Management Sales Representative to join our Cash Management Services team! This individual will be responsible for selling cash management products and services to new and existing customers, interacting with various personnel to facilitate in the sales of Cash Management Services products. Work Hours: 8:30am - 4:30pm, Monday through Friday.

    Primary Responsibilities:

    • Responsible for the sales of Cash Management Services products and services, such as Remote Deposit Capture (RDC), Positive Pay, ACH Origination and the Wire Module, to new and existing customers.
    • Interacts with financial services, branch staff, call center, commercial lending, and retail services personnel to facilitate in the sales of Cash Management Services products.
    • Provides customer service and training as needed.
    • Consults and advises existing and prospective clients on account options including sweeps, ZBAs, ICS and CDARs accounts to best meet their individual needs; Works independently and with bank personnel to review prospect’s account structures, pricing, and product and service needs to make recommendations that enhance the sales process.
    • Promotes and refers merchant services as well as the Bank’s commercial credit card offerings.
    • Provides training and support to branch staff, business banking, and First County Advisors in order to recognize sales opportunities and provide referrals.
    • Works with existing customers to cross sell products, and strengthen and deepen banking relationships.
    • Maintains full understanding of products, pricing and applicable system capabilities; should meet and exceed sales goals.
    • Performs as a trusted advisor to clients while delivering prompt and courteous customer service; Recognizes customer needs and sales opportunities and refers other Bank related products and services as needed.
    • Performs other duties as assigned.

    Requirements/Qualifications:

    • Completion of 1 to 2 years of college or equivalent experience, plus 3-5 years’ experience in banking sales and operations preferably with emphasis in banking and/or financial services.
    • Must have sales and customer service experience.
    • Understanding of and familiarity with, all facets of Cash Management Services required.
    • Basic proficiency in MS Office (Word, Excel, Outlook).
    • Knowledge of banking and branch operations.
    • Ability to learn various CMS products and platforms is required.
    • Must have strong verbal and written communication skills and demonstrated sales and customer service skills required.
    • Ability to travel within market footprint regularly to meet with prospective and existing clients.

    Wage Range: $77,006 - $96,258

    Job Type: Full-time

    Pay: $77,006.00 - $96,258.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Employee assistance program
    • Flexible spending account
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Referral program
    • Tuition reimbursement
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Work setting:

    • In-person

    People with a criminal record are encouraged to apply

    Education:

    • Associate (Preferred)

    Experience:

    • Sales: 3 years (Required)
    • Banking: 3 years (Preferred)

    Work Location: In person

  • 24 Days Ago

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Patient Service Representative - Management
  • Charter Oak Health Center Inc
  • Hartford, CT FULL_TIME
  • DescriptionPosition Summary:The primary role of the Patient Service Representative is to provide a full range of administrative support for registration of patients, verifying identification and eligi...
  • 14 Days Ago

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Cash Management Director
  • State of Connecticut - Office of the State Treasurer
  • Hartford, CT FULL_TIME
  • Introduction The�Office of the State Treasurer�exists to provide and ensure effective financial management of public resources, high standards of professionalism�and integrity, and expanding opportuni...
  • 5 Days Ago

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Customer Service Representative
  • Limitless Management Group
  • Greenwich, CT FULL_TIME
  • Limitless Management Group is a telecommunication-based consulting sales and marketing firm. We help our client’s popular, household brands maximize their profitability and increase their overall bran...
  • 2 Days Ago

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Customer Service Representative
  • Limitless Management Group
  • Fairfield, CT FULL_TIME
  • Limitless Management Group is a telecommunication-based consulting sales and marketing firm. We help our client’s popular, household brands maximize their profitability and increase their overall bran...
  • 5 Days Ago

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Customer Service Representative
  • Limitless Management Group
  • Westport, CT FULL_TIME
  • Limitless Management Group is a telecommunication-based consulting sales and marketing firm. We help our client’s popular, household brands maximize their profitability and increase their overall bran...
  • 8 Days Ago

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Business Management Representative
  • Clear Concepts Management
  • Mill Valley, CA
  • Job Description Job Description About Us: Clear Concepts Management is a newly opened sales and customer acquisition fir...
  • 6/10/2024 12:00:00 AM

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Cash Management Representative
  • River City Bank
  • Sacramento, CA
  • Job Type Full-time Description The Cash Management Representative is responsible for providing operational and technical...
  • 6/10/2024 12:00:00 AM

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Visitor Management Representative
  • Northside Hospital Inc.
  • Atlanta, GA
  • Overview: Northside Hospital is award-winning, state-of-the-art, and continually growing. Constantly expanding the quali...
  • 6/9/2024 12:00:00 AM

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Account Manager Representative
  • USHEALTH
  • Coral Gables, FL
  • Job Description Job Description The Account Manager Representative role is a key player in the sales process. This posit...
  • 6/8/2024 12:00:00 AM

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Construction Management Representative
  • Project Solutions Inc.
  • Keystone, SD
  • Job Description Job Description Position Title: Construction Management Representative Location: Mount Rushmore National...
  • 6/8/2024 12:00:00 AM

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Construction Management Representative
  • Project Solutions Inc.
  • 79834, TX
  • Job Description Job Description Position Title: Construction Management Representative Location: Big Bend National Park,...
  • 6/8/2024 12:00:00 AM

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Cash Management Service Representative
  • Bank of Hawaii
  • Honolulu, HI
  • Job Description Under the direction of the Cash Management (CM) Service Manager, the Cash Management Service Representat...
  • 6/7/2024 12:00:00 AM

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Property Management Representative
  • Chick-fil-A, Inc.
  • Atlanta, GA
  • Overview: The Property Management Representative position is responsible for maintaining the value of Chick-fil-As real ...
  • 6/7/2024 12:00:00 AM

Connecticut is bordered on the south by Long Island Sound, on the west by New York, on the north by Massachusetts, and on the east by Rhode Island. The state capital and fourth largest city is Hartford, and other major cities and towns (by population) include Bridgeport, New Haven, Stamford, Waterbury, Norwalk, Danbury, New Britain, Greenwich, and Bristol. Connecticut is slightly larger than the country of Montenegro. There are 169 incorporated towns in Connecticut.The highest peak in Connecticut is Bear Mountain in Salisbury in the northwest corner of the state. The highest point is just east...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Cash Management Service Representative jobs
$48,384 to $68,749

Cash Management Service Representative in Salisbury, NC
Assist in the establishment and implement of new CM products and services in applicable bank systems, creates customer file, and coordinates for proper documentations.
January 06, 2020
Cash Management Service Representative in Orlando, FL
Provide proactive service and support to clients and overall Team as a unit to meet servicing objectives.
February 11, 2020