Job Description

Cash Management Officer Location Walnut Creek, CA : Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 35 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Cash Management Officer (CMO) is an onsite position and does not have remote opportunities. The Cash Management Officer (CMO) will be responsible for the sales, implementation, delivery and servicing of all cash management products and services. They will also meet with prospective and existing clients regarding new accounts and cash management products and services, and assist Client Relationship Managers, Business Development Officers, and other Bank personnel with outside sales calls. This includes visiting existing and potential clients at their place of business. Daily activities include outside sales calls, assisting clients with establishing the various cash management products and services and assisting clients with a variety of needs related to online banking, remote deposit capture, positive pay, ACH origination, and other services. This position will be responsible for ensuring that all effective cross-selling techniques are applied to every client interaction. This position will be responsible for providing training, guidance, and support to cash management clients both in person and in a virtual environment. The CMO will ensure that clients know all the feature functionality of our cash management and electronic banking services, and can perform all the duties and responsibilities associated with those services. The CMO will help support the Cash Management Manager in audits and exams, as well as assisting management in obtaining Satisfactory ratings. Other projects and duties will be assigned over time. The CMO performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Some college or equivalent training. Bachelor's Degree in business or related field preferred. Required Knowledge: Extensive knowledge of cash management services and related systems, as well as banking and deposit operations, procedures, and related compliance. Experience Required: Minimum of 3 years' related experience in a similar role at another financial institution. Skills/Abilities: Excellent communication skills. Professional appearance, dress and attitude. Strong computer skills. Good math skills. Ability to use Microsoft Office software package. Ability to operate related computer hardware and other business equipment including copy machine and telephone. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Job Tags

Temporary work, Work at office, Flexible hours,

Similar Jobs