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Middlesex Savings Bank Cash Management Associate in Westborough, Massachusetts

Provides technical and service support to cash management customers and other members of the team. Performs all required functions within scope of authority and expertise to provide the highest level of service and responsiveness to customers and co-workers.

New Hires are eligible for a $2,500.00 sign on bonus.

  • Implements new cash management services for clients, including software installations and training at either the customer site or remotely.

  • Creates detailed and customized documentation packages for new to bank customers or those adding cash management services.

  • Coordinates the flow of paperwork to ensure documents are signed appropriately and returned.

  • Sets-up cash management services in the bank’s systems, either directly or in coordination with other departments, as necessary.

  • Provides extensive onboarding and training for new customers using the bank’s more complex technical products.

  • Primarily responsible for customer service and issue resolution for cash management clients, especially those that transact using online functionality.

  • Interfaces with other departments as necessary to resolve issues and provide timely solutions.

  • Manages internal reporting for the department, ensuring timeliness and accuracy of data.

  • Holds primary responsibility for billing of cash management services, either through account analysis or direct billing. Coordinates payments for international trade transactions.

  • Analyzes statements and recommends services to fit customer needs, as appropriate

  • Refers opportunities to other departments or bank partners, as appropriate.

  • Performs all duties in accordance with all regulatory compliance guidelines. Ensures full compliance with the Bank's Information Security Policies and Procedures.

  • Performs other duties as may be required.

  • Bachelor’s Degree or equivalent related work experience.

  • At least five years of banking experience, preferably in commercial or retail environments.

  • Effective analytical, organizational, presentation, problem-solving and project management skills.

  • Must possess at least intermediate technology skills and have a comfort level with browser-based technology.

Middlesex Savings Bank is an EO/AA Employer: Min/Fem/Vet/Disabled

Req #: 4453

Standard Working Hours: Monday to Friday 8:00AM to 5:00PM

External Company URL: www.middlesexbank.com

Street: 120 Flanders Road

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