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Pioneer · 3 months ago

Cash Management Support Specialist

Albany, NY, US

Full-time

Onsite

Mid Level

$22/hr - $35.21/hr

3+ years exp

Pioneer is a banking institution focused on providing exceptional cash management services. The Cash Management Support Specialist is responsible for supporting the cash management program, ensuring client satisfaction through tailored solutions, and collaborating with various teams to resolve service requests.

BankingFinancial ServicesInsuranceWealth Management

Responsibilities

Assist with the onboarding of new commercial and municipal cash management clients by serving as the primary point of contact and supporting the setup of cash management services, including ACH origination, ACH debit blocks, remote deposit capture, positive pay, sweep accounts, online wire transfers, and account analysis maintenance

Provide ongoing support for cash management products to existing business customers, ensuring continued satisfaction, functionality, and issue resolution

Support business accounts with ancillary services and maintenance within the core system

Complete maintenance and service requests related to cash management products, including ACH returns, notifications of change, limit adjustments, and other specific client requests

Open, close, and perform maintenance on all municipal account types within the core system, ensuring proper documentation, compliance, and data integrity in coordination with the municipal banking department

Participate in training sessions to stay current on new software, Excel tools, cash management products, and banking regulations impacting commercial and municipal banking services

Assist with the annual and semi-annual reviews of ACH and remote deposit capture clients, ensuring accurate information and timely follow-ups

Ensure the accuracy and completeness of data entered into the bank’s core systems and online banking systems, regularly checking for discrepancies or errors

Complete the installation of remote deposit capture scanners and provide customer support and training for all services deployed to ensure seamless operation

Qualification

ACH systemsRemote deposit captureBanking regulationsCustomer serviceMicrosoft ExcelLearning new softwareOrganizational skillsInterpersonal skillsTime managementDecision making

Required

Three years of experience in banking or business experience required

Must have proficient computer skills, including Word, Power Point, and Excel, and excellent interpersonal, organizational, verbal and math skills

Must be an enthusiastic, positive leader and productive team player

Must possess organizational skills and have the ability to work independently

Strong interpersonal and time management skills

Ability to learn new software applications/systems and complex business processes

Understanding of banking laws and community bank operations

Must have strong decision making skills, handle multiple projects simultaneously and use discretion in setting priorities

Strong and effective customer service skills with professional and courteous style of communication towards a variety of groups including internal and external customers

Preferred

Associate's degree in business or similar field preferred

Company

Pioneer

Pioneer is a full-service financial institution serving individuals, businesses, and communities with twenty-two locations throughout New York’s Capital Region.

Founded in 1889

Albany, New York, USA

201-500 employees