Cash Management Product Support Specialist

Job Description

Job Description

ABOUT THE ROLE:

The Product Support Specialist provides operational and technical support for Cash Management products and services to business members. This role delivers exceptional service aligned with the Credit Union's core values and mission, supports members, branch staff, and internal teams, conducts business training, handles service inquiries, and provides system support. The position also supports the AVP, Cash Management and VP, Cash Management as needed.

WHAT YOU WILL DO:

1. Provides prompt, efficient, and accurate support to members in person and through phone, email, and online channels. Schedules training and onboarding for Business Online Banking, Vertifi, Alkami, and other Cash Management products and vendors.
2. Serves as a subject matter specialist for ACH and wire services, including onboarding, annual reviews, member training, and support. Resolves internal and external member issues with professionalism, tact, and sound judgment.
3. Supports the Desktop Remote Deposit Capture product, including business support, underwriting, reviews, and related service requests.
4. Supports Positive Pay products through business onboarding, training, support, and related service requests. Reviews and manages Fresh Tickets, including service request agreements, for accuracy and provides support to department users.
5. Collaborates with the support team to improve the efficiency and effectiveness of Cash Management products and services.
6. Reviews daily and monthly core maintenance reports relevant to the Cash Management department.
7. Contributes to departmental strategic initiatives and completes special projects, audits, and other business needs as assigned.
8. Researches and resolves member inquiries using tact and experience-based knowledge, and clearly explains applicable policies, procedures, products, and services while maintaining positive member relationships.
9. Performs additional duties as assigned by the AVP, Cash Management or the VP, Cash Management.

QUALIFICATIONS:

Education

High school diploma or equivalent required; associate degree in a related field preferred.

Experience / Skills/Knowledge :

1. Minimum of 2 years of Business Banking and Cash Management support experience required.
2. Demonstrated knowledge of Credit Union products, services, policies, procedures, and regulations required.
3. In-depth knowledge of current online banking and DNA core functionality required.
4. Strong time management skills and the ability to multitask and prioritize effectively required.
5. Ability to handle highly confidential information and demonstrate a strong service orientation aligned with the Credit Union's mission and core values.
6. Excellent verbal, written, telephone, and interpersonal communication skills required.
7. Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) and internet applications required.
8. Ability to work in a branch environment and use standard office equipment, including a copier and telephone. Must be able to lift at least 25 lbs., such as file boxes.

ABOUT:

People helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.

At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News .

Our Core Values of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.

Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more.

If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today!