Cash Management Specialist
Job Description
Job Description
SUMMARY/OBJECTIVE:
The Cash Management Specialist builds relationships with commercial customers and prospects to uncover needs and provide cash management solutions by developing deep knowledge of Northern Bank’s cash management services and how they can help a business thrive.
ESSENTIAL FUNCTIONS:
- Collaborates with Relationship Managers to uncover sales opportunities within each of their portfolios and to strategize on how to uncover viable prospects.
- Provide expert advice to commercial/business customers and prospects on Lockbox, ACH, Remote Deposit Capture, Positive Pay, Merchant Services and other products/services as assigned in the Cash Management department.
- Primary point of contact for servicing/troubleshooting the suite of cash management products. Partner with Implementation Team and Business Support Team for all Cash Management customer product/service needs.
- Provide support to commercial/business customers to fulfill needs and solve problems related to Cash Management products, deposit accounts and general requests.
- Recognize cross sell opportunities to existing relationships and increase product adoption.
- Communicate effectively and professionally with customers and co-workers.
- Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position.
- Foster positive and collaborative working relationships with internal business units and external relationships of the company.
JOB QUALIFICATIONS:
- Minimum of five years’ banking experience with a strong background in customer service, commercial operations, electronic banking and cash management.
- Bachelor or Associate degree preferred.
- High comfort level with technology which as PCs, software and web-based products
- Proficient command of Microsoft Office products (Excel, Word, and PowerPoint)
About Northern Bank & Trust Company
Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of over $3 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/).
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