Cash Management Officer jobs in United States
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United Business Bank · 9 hours ago

Cash Management Officer

United Business Bank is a publicly traded Regional Bank with a focus on small to medium sized business clients. The Cash Management Officer (CMO) will be responsible for sales and servicing of cash management products, meeting clients, and ensuring effective cross-selling techniques are applied during client interactions.

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

Qualification

Cash management servicesBanking operationsMicrosoft OfficeCommunication skillsMath skillsProfessional appearanceComputer skills

Required

Some college or equivalent training
Extensive knowledge of cash management services and related systems, as well as banking and deposit operations, procedures, and related compliance
Minimum of 3 years' related experience in a similar role at another financial institution
Excellent communication skills
Professional appearance, dress and attitude
Strong computer skills
Good math skills
Ability to use Microsoft Office software package
Ability to operate related computer hardware and other business equipment including copy machine and telephone

Preferred

Bachelor's Degree in business or related field

Benefits

Medical, Dental, Vision Insurance at a shared premium cost.
401k With Matching Contributions.
Paid Time Off - accrued vacation and sick time, 1 float day, 11 paid holidays.
Flexible Spending Accounts - Healthcare, Dependent Care, Transit & Parking Options.
Employee Assistance Program, 100% employer cost.
Employees are offered a free checking and savings account, plus free orders of personal size checks.

Company

United Business Bank

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United Business Bank is a bank providing cash flow and debt management services.

Funding

Current Stage
Growth Stage

Leadership Team

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George J. Guarini
Founder, President/CEO
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Company data provided by crunchbase