Cash Management Implementation Specialist at PLATINUM BANK

Oakdale, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Dec, 25

Salary

0.0

Posted On

16 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Effective Communication Skills, Strong Organizational Skills, Attention to Detail, Analytical Skills, Problem-Solving Abilities, Customer Service Skills, Collaboration Skills, Technical Aptitude, Microsoft Excel, Microsoft Word, Microsoft Outlook, Self-Starter, Ability to Work Independently

Industry

Banking

Description

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: Assist in the preparation for relationship reviews, examinations, and audits. Complete Cash Management documentation annual reviews. Complete Cash Management service-related annual reports. Complete Cash Management service-related risk assessment annual reviews. Assist in problem resolution for Cash Management clients. Other Responsibilities: Maintain client confidence and protect operations by keeping information confidential. Perform related duties consistent with the scope and intent of the position. Assist and support projects (cash management or other) as assigned. Work closely with internal security teams to address and mitigate fraud risks. Career Development Complete directed training opportunities promoting technical skills, security, risk management and the banking industry. Attend other seminars sponsored by bank associations. Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. Requirements QUALIFICATIONS Education and/or Experience: Bachelor’s degree preferred, High School diploma or GED required. 5+ years’ experience in related field. Business Banking / Cash Management experience preferred. Knowledge, Skills & Abilities: Effective communication skills Strong organizational skills with the ability to multitask in fast pace environment Accuracy and efficiency with attention to details Proven analytical and problem-solving abilities Excellent customer service and collaboration skills (internal/external – customers, vendors, employees) Technical aptitude (hardware, software, database, phones etc.) Technically skilled in the following software applications: Microsoft Excel, Word, and Outlook Self-starter, ability to work independently with little supervision Physical Demands: While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and depth perception. Work Environment: The working environment is typical for an office and does not require exposure to difficult or hazardous conditions. 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

Responsibilities

The Cash Management Implementation Specialist is responsible for onboarding new business accounts and assisting with the implementation of Cash Management products and services. They also provide ongoing servicing of Platinum Bank Cash Management clients.