Cash Management Specialist

About the Organization

We are people serving people. Established in 1849, Ives Bank is a full-service community bank rooted in history and positioned for the future. We provide a full array of deposit, savings, and lending services for individuals and businesses. Through modern banking technology, our customers can access to their accounts and manage their money anytime, on the go. We are committed to employing highly-motivated people who value customer care, professionalism, and team success.

EOE Statement

Ives Bank is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

Position

Cash Management Specialist

Full-Time / Part-Time

Full-Time

Description

Cash Management Specialist

The Cash Management Specialist is knowledgeable of the Bank's Online Services and Payments Services designed for both consumer and business customers through the electronic channels and provides professional, courteous and efficient customer service to these customers. This role mainly supports the Cash Management team and the VP of Cash Management Sales. Responsible for the review, setup, and remote onboarding, when necessary, of new and existing Cash Management services. Reviews customer setups and resolves problems within given authority and SLAs. Helps in support of audits and examinations. Performs a variety of routine daily tasks; participates in special department projects. Duties will be conducted in accordance to Ives Bank's business plan and shall meet all regulatory requirements including those specified in the bank's current policies and procedures.

Key Responsibilities

Cash Management Support

• Provide RDC installation, training, and support to current and new customers
• Provide support for VP, Cash Management Sales functions working in conjunction with CDMs, Commercial Lenders and other branch personnel
• Supports implementation and maintenance of cash management services in conjunction with core vendor
• Assist and performs off-site product training, on site training when necessary,and assists with annual reviews
• Work with customers, CDMs, the Cash Management team, and 3rd party providers to troubleshoot and resolve technical issues
• Coordinate underwriting, maintenance and exception processing for ACH and RDC limits in conjunction with lending team and other support units.
• Coordinate and support projects related to product development, system integration and upgrades.
• Provide overall support for cash management services to both internal and external stakeholders.
• Monitor cash management systems for exceptions, research and process as needed.

Cash Management

Compliance and Security / Continued Education

Position Requirements

Educational and experience requirements include :

Experience with client facing software products, i.e. QuickBooks, Quicken.

Physical Demands and Work Environment

The 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.

Hours Per Week

None Specified

This position is currently accepting applications.