Cash Management Specialist jobs in United States
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First Western Bank ยท 5 hours ago

Cash Management Specialist

First Western Bank and Trust is searching for an on-site Cash Management Specialist to support their sales and service objectives. The role involves assisting customers with online banking products, establishing customer accounts, and ensuring compliance with banking regulations.

BankingFinanceFinancial Services
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Direct and assist customers with online banking products and services in support of First Western Bank and Trusts sales and service objectives while adhering to the banks culture of excellence in customer service to its patrons
Establish solid customer relationships through identifying needs, providing creative and best solutions for customers, and using cross-sell and referral opportunities
Provide support to customers and bank staff regarding electronic products and services
Establish online customer accounts including entering data, assigning access permissions and performing account verification
Ensure timely response and resolution of customer questions and issues in a timely, professional manner via telephone, email or in-person
Perform maintenance to existing online accounts, re-setting passwords and making account changes as requested
Meet with business customers to provide information on Cash Management services
Add, monitor and support Cash Management and Remote Deposit Capture customers
Determine exposure limits and assign risk ratings for Cash Management ACH customers
Assist with RSA token activation, lost tokens and customer contact regarding tokens
Ensure customer compliance with online policies and procedures
Performs daily reviews and monitoring of selected reports, logs and transaction data to verify transactions, track trends and detect/report unusual or suspicious activity
Ensure compliance with banking laws, regulations and the Banks policies and procedures, including Bank Secrecy Act
Maintain continuing education related to regulatory standards

Qualification

Banking experienceOnline banking productsMicrosoft WordMicrosoft ExcelProblem-solving skillsCustomer ServiceListening skillsMulti-taskAttention to detailIntegrityConfidentiality

Required

Bachelors degree in accounting or business-related field; or equivalent work experience
Minimum two years banking experience
Experience with online computer applications
Customer Service/People skills
Multi-task
Attention to detail
Problem-solving skills
Listening skills
Integrity
Confidentiality
Computer skills with Microsoft Word, Excel, and banking software, to include proficient keyboarding
Proficient spoken and written English language skills

Benefits

Paid Vacation, Sick Leave and Holidays
Health Insurance
Dental Insurance
Vision Insurance
401k with matching contributions
Volunteer Paid Time Off
Banking Benefits
And more!

Company

First Western Bank

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First Western Bank strives to be the premier bank and financial service provider in the communities we serve by building strong customer relationships, providing great customer service, offering diverse financial products and maintaining knowledgeable, friendly professional employees.

H1B Sponsorship

First Western Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Amy Makeeff
Chief Credit Officer
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Jack Nicholson
Assistant Chief Credit Officer
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Company data provided by crunchbase