Description:
Position Overview:
Support the growth and administration of commercial cash management operations by providing sales, operations and administrative support.
Primary Responsibilities:
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers:
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Completes the sales process with post-sales follow-up including welcome letter, copies of signed agreements, completing required database updates, making new customer folders, etc.
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Provides technical support for services that have computer and equipment needs, including on-site implementation and training, phone support, and acting as the liaison for the customer and fields customer telephone/email inquiries requesting technical support.
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Updates Cash Management database with scanner details.
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Monitors scanner inventory, package and return broken scanners.
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Monitors and maintains Remote Deposit Error log taking appropriate actions steps when warranted,
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Assists in the preparation of reports, special projects and customer mailings.
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Performs maintenance on existing business customers’ accounts including reordering checks and supplies, documenting address or status changes, etc.
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Recognizes cross sell opportunities and notifies the sales manager or other bank departments of such opportunities.
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Assists with research and service requests for all business customer inquiries.
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Provides general office support with photocopies, faxes, filing, etc.
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Coordinates with internal departments including deposit operations, accounting whenever necessary for set-up, reconciliation or service requests.
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Assists with special projects and provides customer service and sales support to the Cash Management team and customers as needed.
Other Responsibilities:
Perform related and unrelated duties as may be required.
Requirements:
- High School diploma combined with two years of banking and/or administrative support experience in a banking environment.
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Strong customer service, organizational and communication skills.
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Knowledge of and familiarity in adhering to account opening procedures, regulations including CIP, etc.
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Ability to prioritize tasks within defined responsibilities and apply bank and department policies and procedures.
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Experience utilizing banking core processing systems for account opening and maintenance.
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Proficiency with Microsoft Office (Word, Excel, PowerPoint, and Access).
Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled
Member FDIC/DIF
