About this role

Pay Cards, Direct Deposit & Weekly Pay
Medical/Dental/Vision/Prescription (Note: Requires 20+ hours per week to qualify).
Free Online Skill Classes, EAP, Discounts & many more
The Cash Management Service Representative serves as the primary point of contact for business clients utilizing treasury management services. This role provides a combination of customer support, account administration, technical assistance, and operational support to ensure clients receive exceptional service and effective banking solutions.

Job Duties:

Serve as a liaison between business clients, relationship managers, sales officers, and internal departments.
Respond to customer inquiries regarding cash management products and services.
Set up and maintain treasury management services, including account documentation and user access.
Provide client training and technical support by phone, email, and in person.
Research and resolve account and service issues in a timely manner.
Review and process billing for cash management services.
Assist with service charge calculations and account maintenance.
Ensure compliance with bank policies, procedures, and regulatory requirements.
Maintain accurate records and documentation.
RemedyHIjobs

High School Education or GED required
Strong customer service and relationship-building skills
Administrative, banking, financial services, or operational experience preferred
Excellent verbal and written communication skills
Strong attention to detail and organizational abilities
Effective problem-solving and analytical skills
Proficiency with Microsoft Office and the ability to learn new systems quickly
Ability to manage multiple priorities in a fast-paced environment
Equal Opportunity Employer
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Cash Management Service Representative