Cash Management Specialist
Danbury, CT ยท On-site
Duties will be conducted in accordance to Ives Bank's business plan and shall meet all regulatory requirements including those specified in the bank's current policies and procedures.Key ...
Danbury, CT ยท On-site
Duties will be conducted in accordance to Ives Bank's business plan and shall meet all regulatory requirements including those specified in the bank's current policies and procedures.Key ...
Danbury, CT ยท On-site
Duties will be conducted in accordance to Ives Bank's business plan and shall meet all regulatory requirements including those specified in the bank's current policies and procedures.Key ...
Danbury, CT ยท On-site
... bank's CRM and follows up on leads Compliance & Security Complies with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags Follows all bank ...
Danbury, CT ยท On-site
... bank's CRM and follows up on leads Compliance & Security Complies with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags Follows all bank ...
... bank's commercial lending sales and Business development.Key responsibilities include new business development, customer contacts, quoting/developing lending proposals, customer relationship ...
... bank's commercial lending sales and Business development.Key responsibilities include new business development, customer contacts, quoting/developing lending proposals, customer relationship ...
Waterbury, CT ยท On-site
Net increase in business deposit portfolio New business relationships to the Bank Merchant and Payroll referrals Calling efforts for new and existing business relationships Create and develop ...
Waterbury, CT ยท On-site
Net increase in business deposit portfolio New business relationships to the Bank Merchant and Payroll referrals Calling efforts for new and existing business relationships Create and develop ...
Danbury, CT ยท On-site
Key Responsibilities Maintain website for the Bank Research emerging trends regarding web content and user experience (UX). Work with Website Agency to ensure we are compliant with the Americans with ...
Danbury, CT ยท On-site
Key Responsibilities Maintain website for the Bank Research emerging trends regarding web content and user experience (UX). Work with Website Agency to ensure we are compliant with the Americans with ...
Communicate with borrowers, legal counsel and bank employees to obtain and review due diligence items required to close commercial loans.Review attorney prepared loan documentation for accuracy ...
Communicate with borrowers, legal counsel and bank employees to obtain and review due diligence items required to close commercial loans.Review attorney prepared loan documentation for accuracy ...
Danbury, CT ยท On-site
Consult Commercial Banking and Operations to gain an understanding of objectives and evaluate core system capabilities. Originates new relationships and grows commercial relationships to achieve ...
Danbury, CT ยท On-site
Consult Commercial Banking and Operations to gain an understanding of objectives and evaluate core system capabilities. Originates new relationships and grows commercial relationships to achieve ...
Danbury, CT ยท On-site
Please submit the general application to be considered for future openings that may become available.
Danbury, CT ยท On-site
Please submit the general application to be considered for future openings that may become available.
Other
Posted 12 days ago
Cash Management SpecialistThe Cash Management Specialist is knowledgeable of the Bank's Online Services and Payments Services designed for both consumer and business customers through the electronic channels and provides professional, courteous and efficient customer service to these customers. This role mainly supports the Cash Management team and the VP of Cash Management Sales. Responsible for the review, setup, and remote onboarding, when necessary, of new and existing Cash Management services.
Reviews customer setups and resolves problems within given authority and SLAs. Helps in support of audits and examinations. Performs a variety of routine daily tasks; participates in special department projects.
Duties will be conducted in accordance to Ives Bank's business plan and shall meet all regulatory requirements including those specified in the bank's current policies and procedures.Key ResponsibilitiesCash Management Support1. Provide RDC installation, training, and support to current and new customers2. Provide support for VP, Cash Management Sales functions working in conjunction with CDMs, Commercial Lenders and other branch personnel3
Supports implementation and maintenance of cash management services in conjunction with core vendor4. Assist and performs onsite and off-site product training, on site training providing back-up support for the rest of the CM team, and assists with annual reviews5. Work with customers, CDMs, the Cash Management team, and 3rd party providers to troubleshoot and resolve technical issues6.
Coordinate underwriting, maintenance and exception processing for ACH and RDC limits in conjunction with lending team and other support units.7. Prepares quarterly ACH.8. Coordinate and support projects related to product development, system integration and upgrades.9
Provide overall support for cash management services to both internal and external stakeholders.10. Monitor cash management systems for exceptions, research and process as needed.Cash Management1. Answer secure emails received through online banking platform
Distribute emails to appropriate department and branches when necessary. Respond to all emails received from internal staff or customers via Outlook.2. Diagnose and troubleshoot technical issues over the phone and via email.3
Provide cash management services product support by reviewing set up documentation and system setup of cash management services for accuracy.4. Reset User IDs & Passwords5. Add or delete accounts from the appropriate cash management banking platform.6
Process and review Commercial ACH as needed7. Test/Review system updates8. Open Cases to resolve customer issues with appropriate vendor9.
Ensure all enrollment forms, applications and agreements are scanned and organized by customer10. Requires an advanced understanding of Online Services including but not limited to Business Online Banking, Remote Deposit Capture, ACH Originations, Wires and Mobile Banking.11. Communicate all customer service-related issues/problems to management immediately12
Responsible for timely completion of required training applicable to the position and effective application of such training in the performance of the position.13. Responsible for compliance with applicable laws, rules and regulations impacting Online Services14. Maintain current knowledge of all federal and state laws and regulations, along with the Bank's policies and procedures15
Process deposit limit increase/decrease requests for Business customers.