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United Business Bank · 2 hours ago

Cash Management Officer

Irvine, CA

Full-time

Onsite

Mid Level

3+ years exp

United Business Bank is a publicly traded Regional Bank with over $2.5B in assets and a focus on small to medium sized business clients. The Cash Management Officer (CMO) is responsible for the sales, implementation, delivery, and servicing of cash management products and services, as well as providing training and support to clients.

BankingFinancial Services

Responsibilities

The Cash Management Officer (CMO) will be responsible for the sales, implementation, delivery and servicing of all cash management products and services

They will also meet with prospective and existing clients regarding new accounts and cash management products and services, and assist Client Relationship Managers, Business Development Officers, and other Bank personnel with outside sales calls

This includes visiting existing and potential clients at their place of business

Daily activities include outside sales calls, assisting clients with establishing the various cash management products and services and assisting clients with a variety of needs related to online banking, remote deposit capture, positive pay, ACH origination, and other services

This position will be responsible for ensuring that all effective cross-selling techniques are applied to every client interaction

This position will be responsible for providing training, guidance, and support to cash management clients both in person and in a virtual environment

The CMO will ensure that clients know all the feature functionality of our cash management and electronic banking services, and can perform all the duties and responsibilities associated with those services

The CMO will help support the Cash Management Manager in audits and exams, as well as assisting management in obtaining Satisfactory ratings

Other projects and duties will be assigned over time

The CMO performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines