Treasury Management / Cash Management Specialist (On-line Support)

Boston Private is a leading wealth management, trust, and private banking company with a national presence. Headquartered in Boston, we serve clients from our offices located in the major markets of Boston, San Francisco, San Jose, Los Angeles and Palm Beach.

We’re committed to building a trusted relationship with each client and have the broad expertise to create comprehensive, custom solutions for their personal and business needs that are often interconnected.

As wealth creators, our clients value having one trusted resource that can help them address all of their wealth management, trust, and private banking needs.

Position Summary:

This position will encompass all aspects of Cash Management including implementation, documentation, and support. The individual will interact with internal bank departments and external clients, and may be asked to participate in the Sales process. Overall, this person will play an integral role in the future development and support of Cash Management products and services at Boston Private Bank. He or she will be expected to provide superior client service and professional assistance to our clients, prospective clients & associates.

Roles and Responsibilities:

• Become a product expert for all Cash Management products and services with the ability to act as a resource for all internal bank business areas.
• Support incoming client inquiries in a timely and accurate manner
• Support the Cash Management Team with timely and accurate responses and assist the team members with implementation of new products and or enhancements/release.
• Provide daily support for the Cash Management Service Line and Online Banking web site.
• Assist in the development of marketing and training materials. Lead and or participate in client training sessions.
• Develop strong understanding of internal bank core systems—FISERV, Synergy, etc…
• Maintain good working relationships and open communication within the Bank-- Deposit Operations, Project Administration as well as the various Bank Offices.
• Keep Management informed of any potential loss or fraud type situations
• Adhere to all Bank Policies and Procedures
• Participate in projects as assigned

Authority/Accountability:

Direct Communication with Sales/Relationship Officers, Bank Offices, Client Service, Treasury, Deposit Operations, and IT and Application Support.

All Boston Private Bank & Trust Company employees are expected to adhere to the following competencies:

Core Competencies :

• Client Focus - Dedicated to meeting the needs of internal and external clients; listens effectively and establishes and maintains relationships and gains client’s trust and respect.
• Ethics, Integrity and Trust - Considers ethical issues before decisions are made and seeks to achieve results that are in the best interest of the Bank.
• Ownership, Accountability, Responsibility and Compliance - Takes ownership of tasks, projects, and relationships and follows through on obligations and promises.
• Self Development and Learning - Personally committed to learning and actively works to continuously develop professionally.
• Teamwork and Collaboration - Works collaboratively; finds common ground and solves problems for the good of all and can represent his/her own interests and yet be fair to the team.

Individual Contributor Competencies :

• Decision Making and Problem Solving -Makes decisions in a timely manner, uses a mixture of analysis, experience and judgment to solve difficult problems with effective solutions.
• Informing and Communicating - Proactively communicates information to colleagues up, down and across the organization, provides updates on projects, tasks and potential roadblocks.
• Planning - Accurately scopes out length and difficulty of tasks and projects and sets objectives and goals
• Time Management - Uses his/her time effectively and efficiently; values time; concentrates his/her efforts on important priorities and completes tasks and/or projects on time.

• Minimum of 7years’ experience in financial services including 
• 3 years in a cash management role or related area.
• Experience in a client service or product support is preferred.
• Knowledge of electronic banking services and or cash management products is recommended.
• Strong analytical and organizational skills as well as close attention to detail.
• Ability to communicate effectively, orally and in writing, to all levels of responsibility.
• Proficiency in Microsoft Office.

All your information will be kept confidential according to EEO guidelines.