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Queensborough National Bank and Trust Co. · 1 day ago

Cash Management Ops Spec - Implementation

Augusta, Georgia, United States

Full-time

Onsite

Entry, Mid Level

Queensborough National Bank and Trust Co. is seeking a Cash Management Implementation Specialist to support cash management products and services for business customers. The role involves coordinating various cash management products, ensuring accurate onboarding of clients, and providing exceptional customer service to maintain relationships and gain additional business.

BankingFinancial Services

Diversity & Inclusion

Responsibilities

Support CMS efforts to review, define and expand current cash management programs

Responsible for managing the back-office client implementation process of all cash management products and services for business clients

Ensure all necessary agreements, contracts, and documents are completed accurately

Provide ongoing relationship servicing with current customers to maintain goodwill and gain additional business

Work with relationship officers to help provide cash management solutions

Provide assistance with external ACH and RDC audits

Assist with preparation and completion of annual product/service audits and risk reviews

Responsible for working with associated vendors for system updates and support cases

Ensure all new and existing customers are properly onboarded in Cash Management platforms

Assist in training branch/department representatives on Q cash management products

Solidify customer retention efforts by providing a superior level of customer service

Assist in market research to develop reports for pricing and improving strategies

Coordinate with various departments (Trust, Investments, Branches, Operations, etc.) in the servicing of routine transactions and in solving customer issues

Provide trouble shooting assistance for customers via email and telephone, and act as point-of-escalation for systemic issues

Maintain a thorough working knowledge of all Cash Management products and how they interact with other banking processes

Responsible for timely and accurate document retention for all Cash Management customers and associated documents

Maintain accurate and up-to-date operational procedures

Works on special projects as needed

Provide backup support for daily wire and ACH processing

Perform other duties as assigned

Qualification

Cash Management productsClient implementation processCustomer serviceACH processingMarket researchTrainingTroubleshooting

Required