Cash Management Administrator II

Cash Management Administrator II

Job Tracking ID : 512272-902572

Job Location :

Job Level : Mid Career

Level of Education :

Job Type : Full-Time / Regular

Date Updated : 09 / 19 / 2025

Years of Experience : 5 - 7 Years

Starting Date : Invalid Date

Salary : $0

Job Description

This Full-time position will support the Cash Management team at Needham Bank that handles deposit, treasury and cash management services for Business, C&I, Structured Finance, CRE, and SBC clients. This position will support Cash Management Officers in tasks related to selling and establishing new deposit and Cash Management services including pricing, system demonstrations, and support of implementation and ongoing customer service. They will work closely with CMO's, Implementation, Deposit and Payment Operations, and Cash Management Client Services.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Demonstrate awareness, commitment and dedication to servicing and building customer relationships
• Provide a complete range of customer services at the bank, including opening new accounts, and gathering customer information to process new and existing account opening requests
• Under the guidance of the CMO(s), follow up with clients and prospects as needed to answer questions, obtain additional information / forms, perform demo's and other items as appropriate
• Serve as secondary point of contact for clients on deposit and Treasury Management Systems, assisting with inquiries, technical support and problem resolution
• Maintain high level knowledge of the Bank's cash management products and services
• Work with CMO(s) on pricing and set up of Account Analysis clients
• Review client profitability and recommend methods to enhance banking relationship
• Provide support for Cash Management Officer, assist in ongoing relationship management activities
• Research and analyze data in order to resolve more complex customer problems. Answer customer questions with accounts and transactions and explore ways to resolve difficult issues
• Refer and coordinate cash management customer questions; ensure resolution of any product complaints, issues, or laggard features with the support the service team
• Responsible for operational compliance and adherence to bank policies and procedures
• Handle administrative responsibilities, including filing, customer file maintenance and prospect / pipeline management
• Attend and participate in team meetings
• Become familiar with all Cash Management products including online and mobile applications
• Perform additional duties as requested, needed or assigned

Experience and Skills

JOB REQUIREMENTS

EDUCATION & EXPERIENCE

WORKING CONDITIONS / PHYSICAL DEMANDS

Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.

At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.

Needham Bank is an Equal Opportunity / Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.

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