Cash Management Relationship Officer

Description

Summary of Duties

Provide client service support and cultivate strong relationships with Cash Management clients. Manage a portfolio of specially designated client relationships that require personalization and high-touch interaction. Possess knowledge of the bank's business and personal deposit products, as well as electronic banking and Cash Management services. Participate in sales calls and offer customer support as needed. 

Essential Functions:

• Serve as a primary contact and/or Relationship Manager for new and existing business customers with more sophisticated banking needs that require the utilization of Cash Management Services. 
• Works with clients to ensure the proper completion and execution of all Cash Management services requiring an agreement, including ACH Origination, Business Online Banking and Bill Pay, CDARS, ICS, Lockbox, Mobile Deposit, Positive Pay, Remote Deposit Capture and Wire Transfers.
• Develop comprehensive client banking relationships with new and existing business clients to review and expand their banking relationship using all relevant bank products and services.
• Deliver exceptional, customized customer service to Cash Management clients.
• May accompany calling officers in efforts to develop or strengthen Cash Management and/or deposit relationships. 
• Assist clients with transitioning accounts to Bank of Ann Arbor as well as providing training and support for all Cash Management products and services.  
• Effectively and professionally communicate via phone, email and in person. Reports to Senior Vice President, Cash Management.
• Assumes additional responsibilities as required.

Requirements

• 3-5 years banking experience in a client-facing position.
• Demonstrated relationship management skills and business development.
• Illustrated ability to engage in comprehensive discussions with clients about product specifics and available options.
• Professional, thorough and organized with strong follow-up skills.
• Knowledge of business deposit products, Cash Management services and online banking. 
• Excellent customer service skills, with the ability to interact with all levels of bank clients and staff. 
• Ability to learn products, services and procedures quickly and accurately.
• Comfortable educating others on technology.

Physical Demands and Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.