Tech Stack

Description

You will be the direct contact for white glove support and servicing of commercial clients for their cash management and funds transfer services, partnering with clients to understand their financial needs and coordinating across internal teams for seamless onboarding and servicing.

Requirements

• Bachelor's Degree in Business Administration preferred
• Minimum of 5+ years of relevant relationship management experience
• Deep understanding of banking and electronic payments
• Strong written and communication skills
• Strong organizational and problem solving skills

Responsibilities

• Primary and centralized white glove servicing for existing commercial clients on cash management and account-related matters
• Coordinate and manage resolution of service requests, issues, and inquiries by partnering with internal teams
• Provide ongoing support for cash management products including ACH, wires, online banking, and APIs
• Proactively monitor client service needs and ensure timely follow-up, communication, and issue resolution
• Facilitate onboarding of additional services, managing documentation, setup coordination, and client training