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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in cash management and customer service, with a strong focus on client relationship management and compliance. Proficient in analytical skills and effective communication to support business clients' treasury management needs.
Highest-signal resume keywords
Cash Management ExperienceCustomer Service SkillsAnalytical SkillsMicrosoft Office ProficiencyCertified Cash Manager (CCM)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash ManagementData MiningProject ManagementClient TrainingService-Level Compliance
Soft Skills
Verbal CommunicationWritten CommunicationOrganizational SkillsCollaborationDetail Oriented
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPoint
Certifications & Qualifications
Certified Cash Manager (CCM)Certified Treasury Professional (CTP)
Industry Keywords
Commercial BankingTreasury ManagementEnterprise PaymentsRisk PoliciesClient Management
About the role
Key responsibilities & impact- Collaborate with partners to acquire, expand, and retain business clients with treasury management and enterprise payments needs
- Serve as the first point of contact for customer service needs, inquiries, and problems
- Maintain cash management services for existing clients, including project completion and tracking
- Manage product/service updates, upgrades, service-level enhancements, and compliance projects
- Prepare, deliver, and review agreements
- Adhere to Risk policies and procedures, including ECP Risk Testing initiatives
- Conduct research in conjunction with ongoing client needs
- Generate cross-sell leads to sales teams and participate in Client Management sales initiatives
- Partner with the Implementation Specialist Team on complex client implementations
- Manage new product setup requests, Client Service Orders, service-level compliance, technical support, client training, and client satisfaction
- Work with the Customer Account Maintenance Group on maintenance requests within established service-level agreements
Requirements
What you’ll need- Bachelor's Degree or similar work experience
- Minimum 3 years experience of banking or cash management experience
- Demonstrated success in a customer service environment
- Strong analytical and data mining skills to determine appropriate client needs
- Excellent verbal and written communication skills
- Previous experience presenting to clients
- Self-motivated and able to participate effectively in a highly collaborative work team
- Excellent organizational skills; ability to set priorities and handle difficult situations while maintaining strong personal relationships
- Detail oriented and able to follow through
- Knowledge of Microsoft Office Programs including Word, Excel and PowerPoint
- Minimum 3 years experience in Commercial Banking and/or Cash Management experience preferred
- Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferred
Benefits
Comp & perks- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- Mobile or home-based work options, including a home office or Key facility
- Flexible workspace options in a mobile environment
- Reasonable accommodations for qualified individuals with disabilities or disabled veterans