Cash Management Implementation Specialist

Job Type

Full-time

Description

Objective : The Cash Management Implementation Specialist is responsible for providing cash management and business account opening support to the Cash Management Specialist team as directed. The Cash Management Implementation Specialist's primary role will be to onboard new business accounts, assist with the implementation of all Cash Management products and services, and provide ongoing servicing of Platinum Bank Cash Management clients.

ESSENTIAL DUTIES & RESPONSIBILITIES

Cash Management Implementation :

• Complete all Cash Management paperwork for new Cash Management clients.
• Manage new business account openings, client due diligence, and Cash Management services facilitation.
• Coordinate the opening of new consumer accounts and products with the Deposit Services Teams and / or Private Banker.
• Coordinate business account signer changes and other business account change related maintenance.
• Work with the Cash Management Specialist team on projects relating to new Cash Management products and services.
• Assist with Merchant Services - New and Changes.

Internal Review & Risk Mitigation :

Other Responsibilities :

Career Development

Requirements

QUALIFICATIONS

Education and / or Experience :

Knowledge, Skills & Abilities :

Physical Demands :

Work Environment :

This Position Description reflects management's assignment of major responsibilities, which represent the most essential functions. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. They may be subject to change at any time due to reasonable accommodation or other reasons.

EEO

Member FDIC

Salary Description

$60,000 - $80,000 Annually