Job Description

Job Description

Job Description

Being a Country Bank team member has a lot of perks! Our competitive total compensation package and comprehensive benefit package include:

• Medical, dental and vision insurance, a 401(k) Plan with a generous employer contribution plus match;
• Income protection benefits;
• Educational assistance and tuition reimbursement benefits;
• Remote work and flexible scheduling options;
• Generous total paid time off, and more!

Country Bank is a growing mutual community bank with locations in Hampden, Hampshire and Worcester counties. We are Made to Make a Difference in the lives of our customers, our communities, and for our team members every day since 1850. It is our people that drive our success and create our inclusive and engaging culture. We’re excited to meet you to discuss our career opportunities and how you can make a difference as a part of our growing Cash Management team!

About the Job:

We're excited to announce an opportunity for the position of Cash Management Specialist ! Under the supervision of the Vice President, Cash Management Team Lead, this position provides administrative and analytical support to the Cash Management function in support of division goals. Working with the Cash Management team, this individual collects and reviews required documentation for originating and maintaining cash management relationships.

The hiring range for this position is $25.00 to $29.00 hourly.

This position is Full Time, 40 hours weekly.

Essential Duties and Responsibilities (Other Duties May be Assigned):

• Supports the Cash Management Team Lead and all internal partners in the implementation and continued servicing of cash management customers. This includes providing support during implementations, administrating the cash management application process, and giving technical support to all existing customers using cash management services. Consistently provides superior professional service to internal and external customers.
• Manages all Cash Management required documentation from installation through completion of set up, and annual reviews.
• Responsible for responding to daily customer requests, inclusive of all account maintenance and drafting of new account documentation for Cash Management customers. Supports the ongoing maintenance of Cash Management accounts, including CIP documents and collecting required documentation to ensure compliance with CIP and Beneficial Ownership.
• Drafts new organizational (Corporation, LLC, etc.) resolutions and Account Request Forms for business clients and Cash Management customers.
• Maintains updated database of sales activity, pipeline, and other pertinent information.
• Expands existing customer relationships by seeking opportunities to match customer needs with cash management solutions, or solutions from other business partners across the Bank. Provides assistance to Banking Center staff and departments regarding complex customer inquiries and requests for Cash Management-related products. Assists business partners with assessing needs of customers and suggesting appropriate cash management services.
• Maintains knowledge of and compliance with applicable federal, state and local laws and regulations governing the activities of the Bank. Maintains an understanding of state and federal regulations, risk trends that affect cash management services, industry best practices and product innovations.
• Coordinates receipt and entry of financial data in Global Wave and in other Software Folders if necessary.
• Responsible for building long-lasting relationships with customers both internal and external, community and colleagues through the embodiment of our Core Values: Integrity, Service, Teamwork, Excellence and Prosperity.
• Other job duties, as assigned.

Knowledge and Skills

It is required that the employee in this position can work independently, interpreting ideas and facts, while also analyzing and interpreting federal and state laws and/or regulations. This employee should have strong customer service and sales skills. Individuals in this role must possess exceptional verbal and numerical aptitudes, and demonstrate maintaining accuracy and attention to detail.

Previous knowledge of the Microsoft Office Suite, including Excel, Outlook, PowerPoint, and Word is essential. Familiarity with Finastra Core, and OnBase platforms is preferred. Proficiency in navigating the Registry of Deeds and Secretary of the Commonwealth sites is also preferred.

Knowledge of the rules and regulations governing payment processing, including Regulation E, OFAC, and NACHA Operating Rules, is required. Knowledge of acceptable identifying documents for consumers and businesses is required.

Education and Work Experience

A High School Diploma or equivalent is a minimum requirement for this role, but an Associate’s Degree in a related field is preferred. Additionally, at least one year of service experience with digital banking and electronic payment systems is required. Working experience opening consumer and business accounts and familiarity with CIP requirements is preferred.

Working Conditions/Physical Requirements

This position is in an office environment, which means the physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards, with a moderate level of noise. Prolonged periods of sitting and looking at a computer screen with freedom of movement on a regular basis is expected. Minimal physical effort is required but could include: repetitive motion of wrists and fingers; talking and hearing; and handling of light materials and supplies. This position will require some travel between offices and customer business sites.

Country Bank is an Equal Opportunity Employer. Diverse applicants encouraged to apply.

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