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Cash Management Specialist
Oconomowoc, WIMarch 31st, 2026
Cash Management SpecialistAre you someone who thrives on helping clients, solving problems, and keeping things running smoothly behind the scenes? As a Cash Management Specialist, you'll play a key role in supporting business clients with the tools they rely on every daywhile partnering closely with internal teams to deliver a seamless banking experience.
This is a great opportunity for someone who enjoys a mix of client interaction, operational work, and sales support in a collaborative, detail-driven environment. If you're ready to bring your skills to a role where no two days are the same and your work truly matters, we'd love to hear from you.
What You'll DoClient Service & SupportServe as a go-to expert for cash management products and services
Assist clients with online banking, ACH, remote deposit capture, and more
Troubleshoot issues (including password resets and scanner support)
Respond quickly to questions and resolve concerns with a high level of care
Support retention by delivering an exceptional client experience
Operations & AdministrationSet up and maintain cash management services (ACH, Business Online Banking, Merchant Capture, fraud tools, etc.)
Accurately process account changes, maintenance, and documentation
Partner with internal teams and vendors to ensure smooth operations
Monitor compliance with banking regulations and internal policies
Maintain inventory (tokens, scanners) and ensure processes stay current
Conduct risk reviews and recommend process improvements
Sales SupportAssist with onboarding new clients and setting up services
Identify opportunities to introduce additional products that meet client needs
Support relationship growth through thoughtful cross-selling
What You BringRequired:
High school diploma or GED
1+ year of experience in banking or financial services
Proficiency in Microsoft Word and Excel
Strong attention to detail and organizational skills
Preferred:
Experience with cash management products (ACH, RDC, online banking, etc.)
2+ years in retail or business banking
Familiarity with business deposit accounts and services
Previous exposure to sales or client relationship support
We are an Equal Opportunity Employer. We are committed to the full inclusion of all qualified individuals.
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