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Middlesex Savings Bank · 3 months ago

Cash Management Implementation Analyst I

US-MA-Westborough

Full-time

Onsite

Entry Level

2+ years exp

Middlesex Savings Bank is a commercial banking institution seeking a Cash Management Implementation Analyst I to provide a smooth onboarding experience for new and existing commercial customers. The role involves implementing cash management services, providing technical support, and delivering comprehensive product training tailored to client needs.

FinanceFinancial Services

Growth Opportunities

Responsibilities

Leads all aspects of onboarding a new client or adding a new service to an existing client

Implements new cash management services for commercial clients, including software installations and training, either at the customer site or remotely

Provides engaging, interactive and comprehensive product training for customers. Tailors training to client needs, including refresher training or proactive outreach. Training focuses on advanced features of Business Online Banking such as Remote Deposit Capture, ACH and Wire Origination and Positive Pay

Creates detailed and customized documentation packages for new to bank customers or those adding cash management services. Coordinates receipt and monitors for accuracy and completion

Sets-up cash management services in the bank’s systems, either directly or in coordination with other departments

Provides support to clients with technical questions about cash management products, resolving any issues that arise during the onboarding and transition phases

Provides customer service and issue resolution for cash management clients, especially those that transact using online functionality. Collaborates with other departments as necessary to resolve issues and provide timely solutions

Make decisions and solve problems using sound, inclusive reasoning and judgment. Proactively anticipate needs and prioritize action steps

Accurately bills for cash management services, either through account analysis or direct billing

Performs duties with a high degree of independence to provide the highest level of service and responsiveness to customers and co-workers

Interacts with all levels of personnel at bank clients (from administrative professionals to the CFO/CEO)

Support sales officers and relationship managers on prospect calls to provide technical expertise and provide training demonstrations

Performs duties in accordance with all regulatory compliance guidelines. Ensures full compliance with the Bank's Information Security Policies and Procedures

Performs other duties as may be required or assigned by management

Qualification

Online banking platformsCash management servicesBanking experienceTechnical skillsAnalytical skillsCommunication skillsOrganizational skillsProblem-solving skillsAttention to detail

Required

Bachelor's degree or equivalent related work experience

Two to four years of previous banking experience, preferably working with business customers

Superior communication skills – both verbal and written

Strong technical skills and familiarity with online banking platforms

Strong analytical, organizational, presentation and problem-solving skills. Able to juggle multiple implementations in various stages as well as day to day inquiries that arise

Exceptional attention to detail and ability to work independently