Westfield Bank · 18 hours ago
Business & Government Deposit Services Specialist (FT)
Chicopee, MA
Full-time
Onsite
New Grad, Entry LevelWestfield Bank is a financial institution seeking a Business & Government Deposit Services Specialist. The role involves providing support for Cash Management and Business Banking products, assisting customers and bank personnel, and identifying sales opportunities while ensuring compliance with bank policies.
BankingFinanceFinancial ServicesInsuranceRetailWealth Management
Responsibilities
Assist Cash Management customers and bank personnel via phone and email. Adheres to established Westfield Bank customer service standards
Identify and refer sales opportunities to the BGDS Sales Officers
Serves as first line of defense, identifies risk and potential fraud. Attention to detail important
Assist Bank Security Officer with account compromises
Identify customer attrition
Prepares and reviews service agreements for accuracy. Establish selected services per the agreements; including Online Cash Manager, Remote Deposit Capture, Wire Transfers, Sweeps and ZBA services
Assist customers with system setup and training for ACH and Wire Transfer processing, including ongoing customer support
Set up customers within Positive Pay, provides training and ongoing customer support. Reviews Positive Pay exception decisions daily; submit returns and corrections to Operations and process adjustments as necessary. Downloads Positive Pay Exception and Payee Match reports monthly
Provides Remote Deposit Capture customers with onsite and remote scanner installation and training, including ongoing customer support
Responsible for tracking Cash Management services; including activity and limits for audit purposes
Prepare documents for and establish ICS and CDARS accounts. Processes renewals and transactions. Enrolls IntraFi customers within the IntraFi Depositor Control Panel
Responsible for the billing and assessment of monthly charges for all Cash Management services
Reviews and processes all Business Online Banking enrollments daily
Reviews, processes and sends notifications of NOC and returns for Online Cash Manager ACH originators daily
Supports Business & Government Deposit Services sales team and Commercial Lending with requests for new opening accounts, maintenance and service charge refunds
Scans, indexes, and reviews Business & Government Deposit Services Department documents in OnBase
Communicate with the Bank’s service providers: Core, RDC, and Positive Pay, etc
Submits monthly Political Campaign account activity reporting to the Office of Campaign and Political Finance
Provides support with projects for the Business and Government Deposit Services department
Must complete BSA, AML, and other Regulatory and Continuing Education as assigned
Must adhere to all bank and regulatory policies and procedures specific to position
Performs additional duties as requested
Qualification
Required
High School Diploma or G.E.D. required
Knowledge and use of computers; MS Word and Excel
Vast knowledge of business products and services
Superior customer service skills
Ability to multi-task with excellent organizational skills
Company
Westfield Bank
Wealth management and insurance group.
Founded in 2001
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$20M2021-05-04Debt Financing· $20M
2016-10-24IPO
Leadership Team
Jamie Garcia
Senior Vice President, Senior Lender, Connecticut
David Gadouas
Assistance Vice President and Branch Manager
Recent News
Morningstar.com
2025-12-18
Hartford Business Journal
2025-11-28
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