Cash Management Client Support & Training Specialist
Core
Deliver tailored White Glove training sessions and ongoing support for clients using Flagstar Bank's Commercial Cash Management Services, including Online Banking, Bill Pay, Remote Deposit Capture, and Lockbox Vault.
Role type
Client Support and Training Specialist
Builds
Client onboarding, re-training, and continued support for Commercial Cash Management Services
Domain
Banking / Financial Services / Cash Management
Deliverable
client delivery
Required skills
Client onboarding procedures, Cash Management and Treasury Products, Microsoft Office applications, virtual meeting platforms, Salesforce and CRM systems, software/hardware installation and troubleshooting, written documentation, data input
Preferred skills
Banking operations knowledge, financial services technology
Responsibilities
Train clients on Cash Management services virtually or in-person, organize and deliver refresher training sessions, coordinate scheduling of trainings and troubleshooting, collaborate with internal departments and external vendors, conduct platform demonstrations for prospective clients, provide status reports to the Banking Team, distribute client-specific training materials
Seniority
Entry-level, 0-2 years experience
