Cash Management Middle Office Sales, Support & Service Specialist

We are seeking an organized, customer service-oriented individual to support our growing Cash Management team located in Westerly, RI. This position will partner with our Cash Management Sales team to provide day-to day onboarding, customer training, service and support to our corporate cash management clients. This role serves as a key liaison between sales staff, corporate clients, and back-office operations, ensuring smooth implementation and ongoing management of cash management services. Strong desire to develop a deep product knowledge, and a client-first mindset to enhance the overall client experience are required.

This position will be hybrid remote/on-site in Westerly, RI

Key Responsibilities:

Client & Relationship Management

• Provide ongoing customer service and serve as the primary point of contact for support to existing cash management commercial and municipal customers
• Facilitate the onboarding and implementation of new customers including executing agreements, training for cash management services and troubleshooting with clients on the online platform.
• Engage in problem solving and provide customers with resolutions in an efficient, accurate and timely manner.
• Assist the Sales Officers, including site visits and industry-related events.
• Proactively address and resolve client concerns, ensuring a high level of service and satisfaction.
• Educate clients on cash management products, systems, and best practices.
• Monitor and optimize workflows to improve efficiency, reduce risk, and enhance the client experience.
• Assist in the development and implementation of automation tools and digital solutions for cash management.
• Identify opportunities to cross-sell new cash management products and services to prospective or existing business customers.

Risk & Compliance Management

• Ensure adherence to regulatory requirements, internal policies, and best practices related to cash management operations.
• Collaborate with risk and compliance teams to identify, assess, and mitigate operational risks.

Other Duties/Requirements

• Drive collaboration across departments to enhance cross-functional efficiency and effectiveness.
• Desire to develop proficiency in banking systems, treasury platforms, and payment networks (SWIFT, Fedwire, NACHA, etc.).
• Strong analytical, problem-solving, and communication skills.
• Assist in projects as needed for the group and bank as needed.
• Be a team player for other colleagues and partners within the Bank.
• Will perform any task requested by a supervisor, as it relates to the Bank or its function.

REQUIREMENTS/QUALIFICATIONS

• BA degree preferred
• Prior experience with direct customer contact, problem solving, and customer resolution.
• 3+ years cash management experience and knowledge of Cash Management services.
• Demonstrated ability to cross-sell and onboard internal customer referrals
• Ability to make in-person, site visits to customer locations
• Record maintenance and reporting

Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011!

The Washington Trust Company, and each of its subsidiaries and affiliates are committed to providing equal employment opportunities to all employees and applicants as protected by state and/or federal law.