Ponce Bank · 1 week ago
Cash Management Representative
Brooklyn, NY
Full-time
Onsite
Mid, Senior Level
$43K/yr - $50K/yr
5+ years expPonce Bank is a community-focused financial institution, and they are seeking a Cash Management Representative to support cash management products and ensure compliance for exceptional customer service. The role involves providing customer support, coordinating cash management services, and developing policies related to cash management products.
BankingFinancial ServicesLending
Responsibilities
Responsible for providing exceptional customer service to our customers, partners and prospects
Tailors solutions and offers recommendations to fulfill customer needs
Will support the drive and coordinate all aspects of the cash management services
Understands and complies with internal policies and procedures and all required regulatory procedures
Supports the banks business development plan and growth goals
Develops an understanding of the core processing system and any ancillary modules required to support cash management (Remote Deposit Capture Channels, ACH & Wire Origination, Positive Pay, etc.)
Responsible for reviewing and implementing Cash management products
Responsible to maintain and update customer information and verifies the accuracy and veracity of the information in the system
Respond and follow up on internal and external customer inquiries about Cash Management Services
Assists customers in their daily ACH & Wire file origination with any questions or concerns
Assists and processes Cash Management workflow requests, such as Remote Deposit Capture, ACH & Wire Origination access and limit increases etc
Coordinates with Director of Cash Management Services, to assure a successful implementation of current and new Cash Management Products
Works closely with Director of Cash Management Services to develop an understanding of how products and services work and how we can meet individual customer needs
Works closely with the Branches to provide support for the Business Online Banking, as well as, Cash Management Services functionality from implementation to customer support
Performs account analysis duties from application to completions of Cash Management requests
Elaborates and prepares reports related with Cash Management Products
Customer’s profitability, track services
Designs and implements proper disclosures while working with compliance for accuracy
Researches and understands current and new regulations that may apply to the Cash Management customer base or service including government entities and not-for-profit relationships
Responsible for developing and implementing policies and procedures related to Cash Management products
Assures adherence to Bank policies and procedures and federal and state regulatory requirements
Provides cross-functional support to other areas of the department and the Bank where service or assistance is needed
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances
Qualification
Required
A B.S. or B.A. degree in Finance, Business, or a related field, normally required, specialized Banking Operations education and training
A minimum of one (5) year related experience normally required
Clearly communicates in English, Bilingual is helpful
Proficient reading, writing, grammar, and mathematical skills
Proficient interpersonal relations and communicative skills
General knowledge of retail banking procedures and regulations
Knowledge of banking regulations
Moderate PC skills, including working knowledge of Microsoft Office software
Self-motivated with a demonstrated aptitude and desires for sales
Comfortable with technology: Smartphone, Online Banking, Remote Desktop Capture, ATM etc
Company
Ponce Bank
Ponce Bank is a banking institution that offers personal banking and lending solution for economic development.
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$3.72MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $3.72M
2017-10-06IPO
Leadership Team
Carlos Naudon
President & CEO
Recent News
2026-01-05
Ponce Financial Group, Inc.
2025-10-24
Ponce Financial Group, Inc.
2025-10-23
Company data provided by crunchbase