Cash Management Services Specialist

Posted 2025-04-21
Remote, USA Full-time Immediate Start

Job Description: This person is responsible to provide support of Cash Management Services to new and existing business customers. This person will work closely with Cash Management Sales Officer/Consultant, Business Bankers and various departments within Banking Operations as well as third-party vendors. Qualifications: A Bachelor?s degree in a business related field and two years of bank related experience or the equivalent is required. Knowledge of bank operations, transaction flows, and risk control monitoring is required. This person must be a self-starter, possess good analytical, organizational and decision-making skills, and must be able to multi-task and work independently. Effective communication is required using strong oral and written language skills. Knowledge of banking regulations is required. Principal Responsibilities: 1. Obtain required information from new and/or existing customers to analyze and execute proper structuring of Cash Management business products and services on operating systems. 2. Perform ongoing customer support as needed. Facilitate resolution of in-depth customer questions or issues by routing and following up on requests to appropriate personnel or departments as needed. Effectively work with appropriate vendors to support the business customer. Keep supervisor informed of potential issues or areas of concern. 3. Maintain a high level of knowledge of business bank products and services by attending applicable training sessions supplied by vendors and other professional organizations. Stay apprised of the latest system enhancements and industry trends. 4. Establish, develop and maintain effective working relationship with Business Banking Officers and support staff to build a network for new customers and expand existing customer relationships. 5. Develop, prepare and provide training for bank personnel and customer education as needed or requested at the bank location or via telephone/web conferencing. 6. Prepare daily, monthly, and quarterly reports, summaries, and notifications regarding the analysis, activity, and growth of Cash Management products and services. 7. Review Cash Management service procedures and processes at least annually, maintaining and updating as necessary. 8. Cross-train on functions within the Cash Management Department. 9. Act in accordance with FBT policies and procedures as set forth in the employee handbook. 10. Adhere to compliance procedures and participate in required compliance training. Compensation Grade Hourly Grade 4 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email [email protected]. We invest in our people: Our communities have contributed to the success of our business and our families. In turn, this allows us to contribute to the success of our communities. We have remained an independent community institution over the years and employ almost 700 people. Our employees are like family (they?re also part owners). Not only is working for us rewarding, but you?ll also be a part of a positive culture and company that gives back to the community. Our Benefits: Comprehensive Healthcare Benefits Peace of mind when it comes to you and your family's well-being with generous health, dental, vision, and life insurance. Plus, optional access to additional life, disability, and other forms of insurance. 401(k) & ESOP Profit Sharing Employees are owners. Receive a match of up to 7% of your contributions to your retirement account. Wellness Program The Healthy Way Program incentivizes gym membership and hosts educational programs and challenges throughout the year. Education Student loan repayment assistance program. Tuition reimbursement. A robust internal training program that goes beyond onboarding. We want you to continue learning. That's why we offer job shadowing, a mentorship program, and more. Volunteer Service Hours Paid time to volunteer. Employees get 16 hours to take part in and donate their time to local charities. In-house Childcare & Preschool Kid's World childcare and preschool in Brookings is available for the children and grandchildren of employees. Our Culture: We value our culture and work hard to keep it top of mind at all times. Employees rally around 9 core principles, creating a collaborative and enjoyable work experience for all. During the onboarding process, all new employees attend a culture camp, which is led by the CEO and the Chairman of the Board. Work for us: Our employees enjoy working together and treat eachother (and customers) like family. Check out our career opportunities, and join a company that cares about its people and community.

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