<p>Corporate Cash Management Associate</p> <p>DEPARTMENT: Corporate Cash Management</p> <p>LOCATION: 345 Main Street, Catskill / 2 Miron Lane, Kingston</p> <p>REPORTS TO: VP, Director of Corporate Cash Management, Private Banking & Administration</p> <p>SUPERVISES: None</p> <p>GRADE: 14</p> <p>FLSA: Exempt</p> <p>SALARY RANGE: $60,000 - $70,000 per year commensurate with education and experience</p> <p>POSITION SUMMARY:</p> <p>The Corporate Cash Management Associate will be the point of contact to provide full-service banking to high-net-worth businesses. This individual will be trained in how to become a trusted advisor in providing banking solutions for current clients. This individual will prospect and convert new clients to the Bank. This individual will become part of a growing team that has the expertise and resources to help clients achieve their financial goals. Collaboration with colleagues is of utmost importance to foster a holistic wealth management approach for affluent clientele.</p> <p>Requirements</p> <p>EDUCATION & EXPERIENCE:</p> <ul> <li>Bachelor's degree in business or finance related field preferred, or minimum of 3 years banking experience </li><li>Minimum of 1 year of related work experience in cash management banking or financial services </li><li>Experience managing high net worth client relationships and proven sales success </li><li>Excellent interpersonal communication skills both written and verbal </li><li>Demonstrate strong presentation, planning and organizational skills </li><li>Energetic and experienced self-starter, proactive, takes initiative, and uses critical thinking to solve problems </li><li>Proficient in Microsoft Office software </li></ul> <p>MAJOR DUTIES & RESPONSIBILITIES:</p> <ul> <li>Become an expert in acquiring, retaining, and expanding relationships with clients by earning trust, understanding client needs, providing targeted advice and solutions, and delivering an exceptional client experience. </li><li>Work closely with internal partners to provide interdisciplinary expertise to clients, including, but not limited to, Retail Banking, Private Banking, Commercial Lending, Wealth Management, and Investment Services. </li><li>Maintain frequent contact with clients, in-person, over the phone and/or virtually to ensure their expectations are achieved 24/7/365. </li><li>Actively manage the banking relationship and cross-sell products and services. </li><li>Develop working knowledge of cross-departmental products and services and serve as a backup to those departments when needed. </li><li>Establish and/or maintain strong community presence including civic and cultural organizations. </li><li>Follow market trends and developments to increase the Bank's business in established and developing markets. </li><li>Must comply with all industry standards, company policy and procedures, controls, applicable laws and regulations, including but not limited to Bank Secrecy Act, the Patriot Act, SAFE Act, and regulations under Office of Foreign Asset Control. </li><li>Ability to travel within the Capital District and Hudson Valley market is required. Must possess and maintain a valid driver's license. </li></ul> <p>PHYSICAL DEMANDS:</p> <p>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p> <p>COMPLIANCE STATEMENTS:</p> <p>EQUAL OPPORTUNITY EMPLOYER</p> <p>Bank of Greene County is an equal opportunity employer. We provide equal employment opportunity in all employment-related matters, including hiring, training, promotion, compensation, benefits, transfers and other personnel actions, without regard to race (including traits historically associated with race), color, national origin, age, religion, sex, sexual orientation, gender identity or expression, the status of being transgender, disability, genetic information, predisposition and carrier status, military or veteran status, marital and familial status, the status of being a victim of domestic violence, employee's or a dependent's reproductive health decision making (including, but not limited to, a decision to use or access a particular drug, device or medical service), known relationship or association with any member of a protected class, and any other characteristic protected by applicable law.</p> <p>BANK SECRECY ACT (BSA)</p> <p>Before assuming any duties, each employee will be trained in the proper filing and logging procedures for large currency transactions and the sale of monetary instruments.</p> <p>Each employee will immediately report suspicious currency transactions or activity to their immediate supervisor or the BSA Officer.</p> <p>All employees will become familiar with how their customers handle their accounts and will report any transactions that are not within the normal activities of the customer.</p> <p>The employee will be trained in compliance with the BSA, USA PATRIOT ACT and associated laws and regulations under the Bank's Compliance Program as it pertains to his or her job functions. Employees are expected to meet all compliance requirements as stated within the Bank's BSA/AML/CIP/OFAC Program. Failure to meet these compliance standards may adversely affect performance appraisals and may result in disciplinary action up to and including termination. Employee's compliance violations may result in termination, individual fines, and possible imprisonment</p>