Cash Management Consultant - Remote

Overview

As a Cash Management Consultant at Compeer Financial, you will ensure the delivery of effective digital cash management features to clients, assess their needs, and provide tailored solutions. This role supports the company's commitment to agriculture and rural communities while fostering a flexible and hybrid work environment.

In Short

• Responsible for delivering client-facing digital cash management features.
• Assess client needs and recommend cash management solutions.
• Manage enhancements of cash management services.
• Build relationships with clients and enhance their use of cash management tools.
• Conduct relationship reviews and identify opportunities for improvement.
• Collaborate with sales and relationship management teams.
• Conduct analyses of operational processes related to cash management.
• Provide training on cash management to internal teams.
• Monitor implementation processes and ensure client satisfaction.
• Identify risks and recommend mitigation strategies.

Requirements

• Bachelor’s degree in a related field or equivalent experience.
• Experience with online banking systems and cash management solutions.
• Strong client service and communication skills.
• Proven ability to meet deadlines and work independently.
• Knowledge of Microsoft applications and project management tools.
• Valid driver’s license and ability to travel up to 35%.

Benefits

• Hybrid work model with up to 50% remote work.
• Flexible schedules and summer flexibility.
• 401k contributions and matching.
• Comprehensive medical, dental, and vision benefits.
• Generous vacation and leave policies.
• Learning and development programs.
• Mentorship and professional growth opportunities.
• Reimbursement for professional memberships and certifications.