Start a new career with Harborstone Credit Union while working from home at your convenient. This remote job opportunity in 2023 is open to all qualified candidates.
About Harborstone Credit Union:
At Harborstone Credit Union, we believe that we can positively impact the communities in which we serve. As a not-for-profit cooperative, the money we earn is returned back to our members in the form of great rates and low fees, while a bank’s profits are generated for the interests of its shareholders. We offer the same access to smart technology, products, and services that other financial institutions do, with one major difference: We do so with our members’ best interests in mind.
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Job Title: Cash Management Officer
Salary: $28.61 an hour
Location: Work From Home
Job Overview:
This Cash Management Officer role will primarily be responsible for coordinating and directing cash management sales activities to include development of new cash/treasury management business and expansion of existing business relationships. Coordinate business referrals by responding to members and transferring the referral to the correct vendor or team, while providing continuous updates to the referring team member. Requires assistance in the analysis and evaluation of potential solutions through cost benefit analysis. Works with the Business Lender or Business Money Management Coach to assess the risks associated with potential solutions. Ensures that other team members are informed of member’s needs and of the solutions to meet those needs. Assists in pricing and negotiation of cash management products to optimize relationship profitability. Assists in cash management review with client and presentation of cash management components. Assists in set up and training for Business Online Banking, Remote Deposit Capture, Card Processing and Payroll. Ensures new business development activity is directed to the appropriate team to maintain business partner relationships. Cross-trains to have foundational knowledge of other Cash Management Officer’s areas of emphasis to ensure back up support is always present in Cash Management.
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Responsibilities:
Actively partners with our Cash Management Card Processing and Payroll partner. Strategizes with the MX Business MMC Team and Business Lending Team regarding referral and sales efforts that will contribute to the growth goal of the Cash Management team. Participates actively in community events to help build brand recognition as well as build centers of influence by establishing relationships with key community influencers and local business leaders; sharing Harborstone’s mission and purpose in the community while building a strong reputation as a trusted financial services partner. Other duties as assigned.
Qualifications:
- Passionate about the growth of local businesses and business owners in each of our communities.
- Conducts oneself with professionalism and respect for others.
- Advocates for members and the financial cooperative daily.
- Intentionally chooses to approach every interaction with empathy and advocacy, prioritizing member and business needs always.
- Seeks opportunity for learning daily.
- Adapts positively and embraces evolving, changing environments. Supports team member’s by sharing knowledge and contributing to the achievement of Harborstone’s Member Experience Expectations for the business team.
- Builds trust by proactively working to do the right things with accuracy. Knowledge of basic technology, bookkeeping principles and small business operations.
- Thorough understanding of the Business Operating Cycle and Small Business Member Money Map (BM3) relationship tool.
- Has business and financial industry acumen required to make appropriate decisions for the benefit of the member and the cooperative.
- Actively builds knowledge of business owners’ financial needs, including economic trends and consumer/business behaviors.
- Proactive time management to ensure high production and successful results are achieved; ability to manage calendar to ensure proactive outreach activities are consistent and routine.
- Effectively tracks activities, results, and outcomes.
- Seeks opportunity for cross-selling other credit union products and services as appropriate.
- Keeps up to date on economic market conditions both locally and nationally to best support the financial success of our members.
- Is bondable.
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Desired Qualifications:
- Expert level knowledge of Harborstone and Business Partner’s, Vendor’s and CUSO’s partnership and processes.
- Deliberately works to develop and cultivate a growth mindset.
- Ability to understand, leverage, and build upon your key strengths to help in the overall success of the cooperative, as part of ongoing personal and professional development.
- Understand Harborstone’s 5 – Year Strategic Plan, yearly Business Plan and Thematic Goal and the strategies required to achieve successful results for the cooperative.
Compensation:
Minimum $28.61 to Maximum $40.87
For those applicants who meet our desired qualifications $30.65 – $32.69 would be a anticipated hiring range
