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Cash Management Banking Specialist First Resource Bank - 3.9 Lino Lakes, MN Job Details Full-time $55,000 - $75,000 a year 1 day ago Qualifications Commercial banking expertise Financial sales Teamwork Interpersonal skills Attention to detail Financial product expertise Account management Full Job Description About First Resource Bank First Resource Bank (FRB) is built on three core values: providing unequalled service, having a team approach and making a positive impact in the communities we serve. By implementing these simple tenets, the organization has experienced growth and an expanding client base. Job Summary The Cash Management Banking Specialist will be responsible for providing cash management and new account opening support to the FRB team as directed. The Cash Management Banking Specialist's primary role will be to assist with the onboarding and servicing of all FRB Cash Management clients. Primary Responsibilities Provide exceptional client service that aligns with First Resource Bank's Client Experience Service Standards Policy. Provide administrative support to the Cash Management team. Answer Cash Management client information requests (email, in person and phone), including, but not limited to product and service information, account balance inquiries, electronic banking and cash management product troubleshooting, wire transfers, stop payments, address changes, etc. Perform required maintenance on commercial accounts during the onboarding process. Provide ongoing account servicing and maintenance requests for all FRB cash management clients. Provide technical support, customer service, and problem resolution as needed for cash management clients. Complete cash management product agreements & paperwork for new & existing clients. Complete client digital banking and cash management product set up for new & existing clients. Participate in new commercial client meetings as needed. Work with VP Cash Management Sales Officer relating to the onboarding of new clients. Assist with the coordination of opening new commercial accounts. Open new commercial accounts when needed. Complete cost comparisons and proposals. Complete cash management annual reviews. Conduct client training and file testing (local travel may be required). Assist with Merchant Services (new & changes). Build client relationships by maintaining a thorough knowledge of bank products and services and providing appropriate recommendations to clients. Complete all required compliance training and comply with all applicable regulations pertaining to the duties performed. Perform additional duties as assigned. Competencies/Requirements 3-5 years of banking/financial services experience preferred Excellent customer service, collaboration, team player, & problem-solving skills Possess a sense of urgency to complete customer and internal requests Strong attention to detail, adaptability, and decision-making skills Excellent communication & interpersonal relationship skills Ability to take initiative and work with minimal supervision Strong expertise in bank products and services Prior new account experience preferred First Resource Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, national origin, veteran or disability status.

Pay:

$55,000.00 - $75,000.00 per year

Work Location:

In person