Cash Management Analyst in Westborough, Massachusetts at Avidia Bank

Position Overview:

Support the growth and administration of commercial cash management operations by providing sales, operations and administrative support.

Primary Responsibilities:

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers:

• Completes the sales process with post-sales follow-up including welcome letter, copies of signed agreements, completing required database updates, making new customer folders, etc.
• Provides technical support for services that have computer and equipment needs, including on-site implementation and training, phone support, and acting as the liaison for the customer and fields customer telephone/email inquiries requesting technical support.
• Updates Cash Management database with scanner details.
• Monitors scanner inventory, package and return broken scanners.
• Monitors and maintains Remote Deposit Error log taking appropriate actions steps when warranted,
• Assists in the preparation of reports, special projects and customer mailings.
• Performs maintenance on existing business customers’ accounts including reordering checks and supplies, documenting address or status changes, etc.
• Recognizes cross sell opportunities and notifies the sales manager or other bank departments of such opportunities.
• Assists with research and service requests for all business customer inquiries.
• Provides general office support with photocopies, faxes, filing, etc.
• Coordinates with internal departments including deposit operations, accounting whenever necessary for set-up, reconciliation or service requests.
• Assists with special projects and provides customer service and sales support to the Cash Management team and customers as needed.

Other Responsibilities:

Perform related and unrelated duties as may be required.

• High School diploma combined with two years of banking and/or administrative support experience in a banking environment.
• Strong customer service, organizational and communication skills.
• Knowledge of and familiarity in adhering to account opening procedures, regulations including CIP, etc.
• Ability to prioritize tasks within defined responsibilities and apply bank and department policies and procedures.
• Experience utilizing banking core processing systems for account opening and maintenance.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, and Access).

Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled

Member FDIC/DIF