Cash Management Service Representative jobs in West Virginia
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)
Recently Added Cash Management Service Representative jobs
Cash Management Support Representative
- Bank of Charles Town
-
Charles Town, WV
FULL_TIME
-
Full-Time
Summary
Supports the Branch Network and Commercial Department as a Cash Management Support Representative with primary focus on cash management services. cash management support, such as: • ACH payroll services. • Internet wire services. • Remote deposit services. • Positive pay services. • Account reconcilement services. • ACH cash concentration services. • Merchant services. • Cash sweep services. • Business credit card services. And be a contact person for internal and external clients regarding these services.Description
Reports To: VP/Cash Management Support OfficerFLSA Status: Non-exemptSUMMARYSupports the Branch Network and Commercial Department as a Cash Management Support Representative with primary focus on cash management services. cash management support, such as:- ACH payroll services.
- Internet wire services.
- Remote deposit services.
- Positive pay services.
- Account reconcilement services.
- ACH cash concentration services.
- Merchant services.
- Cash sweep services.
- Business credit card services.
And be a contact person for internal and external clients regarding these services.ESSENTIAL DUTIES AND RESPONSIBILITIESClient Service- Ability to interact (in person, phone, and electronic communication) with the public well and to deal effectively with their questions or problems.
- Knows the Bank’s products and services thoroughly and seeks out opportunities to explain, promote, or sell products/services.
- Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent client service.
- Ability to establish and maintain effective working relationships with co-workers, employees, and officials in other departments.
- Ability to deal effectively with businesses, answer their questions and assist with issues or problems as they arise.
- Serves as a model of excellent client service to other employees.
- Handles client complaints or questions and refers them to the appropriate party to remedy the situation.
- Works directly with business clients remotely or at their location to configure various cash management services.
- Ability to work with business accountholders in determining services needed in the cash management space.
Commercial Cash Management Support- Provide timely response to all client inquires as a highest priority.
- Attend the weekly Commercial Team meeting as requested, to assist the Commercial Team with their business client’s needs.
- Participate in client and prospect sales calls with the sale lead as a cash management subject matter expert.
- Maintain an Excel® spreadsheet tracking the current cash management services pipeline.
- Assist Mortgage, Commercial, and Retail divisions on cash management Inquiries.
- Set up and maintain business cash management services and users through several vendor supported mitigation tools.
- Other duties that may be assigned by management.
SECURITY- Maintains neat and orderly work area and ensures that all negotiable and confidential records (physical and digital) are properly secured at all times.
- Understands role in case of disaster or robbery, whether victim or bystander, and knows proper post-robbery procedures.
- Professional appearance that evokes the client’s trust.
- Adheres to all bank policies and procedures and to internal controls and system access restrictions.
CRITICAL SKILLS- Ability to establish and maintain effective working relationships with department co-workers and employees and officers in other departments.
- Ability to establish and maintain effective working relationships with the cash management business online banking clients.
- Self-Development: pursue additional education or training to remain current, improve knowledge, and diversify skills.
- Client confidentiality: never reveal or divulge client information to anyone outside of the Bank.
- Versatility: Ability to multi-task under pressure and fast paced environment.
QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.EDUCATION and/or EXPERIENCEAssociates or Bachelor’s degree or at least 2-3 years of business support experience.KNOWLEDGE, SKILLS, AND ABILITIES- Position requires a person with a pleasant and professional personality who has excellent client service skills, has good organizational skills, and has good time management skills.
- Ability to adhere to BCT’s Core Values: Integrity, Teamwork, Growth, Client Commitment, Community Focus.
- Ability to work independently, as well as part of a group, is essential.
- Ability to understand and carry out oral or written instructions.
- Must have ability to operate a computer, adding machine, and standard office equipment.
- Ability to read and interpret documents such as contracts, and business financial statements.
- Ability to speak in a clear and understandable manner and write legibly.
- Ability to apply common sense in understanding and carrying out instructions furnished in written, oral, or diagram form.
- Ability to attend any internal or external training courses deemed necessary for continuing education in the respective field.
SMOKE-FREE WORKPLACEBCT is a 100% smoke-free company.PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must regularly lift and/or move up to 10 pounds and, frequently lift and/or move up to 25 pounds or occasionally lift up to 50 pounds.This job description is not designed to cover or contain a comprehensive listing of all duties/responsibilities required of position. Duties/responsibilities may change or be assigned at any time with or without notice.BCT is an Equal Opportunity/Affirmative Action Employer.BCT supports a workforce of diversity, equity, inclusion, and accessibility. - 4 Days Ago
Cash Management Specialist
- WVU Medicine
-
Princeton, WV
FULL_TIME
- Welcome! We’re excited you’re considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. B...
- 10 Days Ago
Cash Application Supervisor
- Superior Air-Ground Ambulance Service
-
Elmhurst, WV
FULL_TIME
- OverviewJob Summary:Under administrative review, is responsible for overseeing all aspects of the Cash Application section ofthe Accounts Receivable department. The Cash Application Supervisor may per...
- 7 Days Ago
Member service representative
- Planet Fitness - United FP Management, LLC
-
Barboursville, WV
FULL_TIME
- THE PLANET FITNESS MISSION We at Planet Fitness are here to provide a unique environment in which anyone, and we mean anyone, can be comfortable in a diverse, judgment free zone where a lasting, activ...
- 9 Days Ago
Member service representative
- Planet Fitness - United FP Management, LLC
-
Morgantown, WV
FULL_TIME
- THE PLANET FITNESS MISSION Our product is a tool. A means to an end. Not a brand name or a mold maker, but a tool that can be used by anyone. In the end, it’s all about you. As we evolve and educate o...
- 9 Days Ago
Member service representative
- Planet Fitness - United FP Management, LLC
-
Moundsville, WV
FULL_TIME
- THE PLANET FITNESS MISSION We at Planet Fitness are here to provide a unique environment in which anyone, and we mean anyone, can be comfortable in a diverse, judgment free zone where a lasting, activ...
- 9 Days Ago
Cash Management Service Representative jobs at Popular Companies
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
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
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
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
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
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
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
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
About West Virginia
West Virginia (/vərˈdʒɪniə/ (listen)) is a state located in the Appalachian region in the Southern United States and is also considered to be a part of the Middle Atlantic States. It is bordered by Pennsylvania to the north, Maryland to the east and northeast, Virginia to the southeast, Kentucky to the southwest, and Ohio to the northwest. West Virginia is the 41st largest state by area, and is ranked 38th in population. The capital and largest city is Charleston.
West Virginia became a state following the Wheeling Conventions of 1861, after the American Civil War had begun. Delegates from so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Cash Management Service Representative jobs
$40,546 to $57,611
Most Popular Cities in West Virginia for Cash Management Service Representative Jobs
What does a Cash Management Service Representative do?
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