Cash Management Relationship Specialist

Offering new and exciting career opportunities, BankNewport is committed to providing our employees the resource and guidance to develop careers that are challenging and rewarding.

So, if you’re looking for a great professional opportunity, know that BankNewport will empower and invest in you.

Responsible for performing various duties to support the Cash Management Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Assist with onboarding of cash management services for new and current customers

• Field calls from customers with issues and resolve (working with operations as necessary)
• Collect and analyze customer and prospect deposit account statements
• Cross sell cash management products while assisting in onboarding and customer service
• Assist with preparing cash management services proposals and presentations
• Assist with new cash management product/project development
• Assist with creating and maintaining monthly cash management reports
• Demonstrates and promotes BankNewport’s Core Values, Our Partners, Our People, Our Bank and Our Communities
• Coordinates specific work tasks with other employees within the department as well as with other departments to ensure the smooth and efficient flow of information
• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace
• Communicates with management and coworkers to integrate goals and activities
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
• Other duties as assigned

SUPERVISORY SCOPE:

None

INDEPENDENT ACTION:

Performs work within established guidelines and according to specific procedures.  Refers problems to immediate supervisor.

• Bachelor's degree preferred, Associates degree required in either Business Administration, Finance, Accounting or a related field or an equivalent combination of education and commercial/business banking experience.
• Three (3) years of experience within the financial services industry including sales support within cash management and/or comparable position.

Physical Requirements

Any physical demands or work conditions described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable Accommodation may be made to enable individuals with disabilities to perform the essential functions.  Employees need to have the ability to:

• Travel independently to the position’s primary work location, other bank properties and work-related activities or events at locations outside the Bank.
• Effectively communicate and exchange accurate information and ideas so others will understand.
• Independently 0perate a computer and other office machinery, such as a calculator, copy machine, printer and software programs related to the position needed to complete the primary functions.
• Sit or stand at a workspace and use a computer or other equipment for prolonged periods of time.
• Meet the work schedule requirements for physically working in the branch during normal business hours to effectively meet business needs.
• Move office items weighing up to 35 pounds.

BANKNEWPORT CORE VALUES

• We celebrate individuality
• We empower employees to be creative problem solvers
• We invest and take the time to really get to know our customers
• We commit to serving the financial needs of Rhode Islander’s

Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

BankNewport is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity or expression, pregnancy, childbirth or related medical conditions, military service, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.