Flagstar Bank, N.A
Cash Management Client Support & Training Specialist
New York/1400 Broadway/114025
Sponsorship not specified$19k-$33kDetected 15 days ago
ExpressSalesforceCRMExcelCommunicationCollaborationProblem SolvingMicrosoft OfficeMicrosoft Teams
About the role
- Training sessions are delivered via Microsoft Teams or In-person and will be tailored to meet a client's specific service enrollment.
- Providing guidance on best practices and product updates if needed.
- Coordinate the scheduling of all client trainings, installations, troubleshooting sessions, and refresher courses-ensuring seamless communication between clients and vendors for maximum efficiency.
Responsibilities
- Organize and deliver ongoing and ad-hoc refresher training sessions on all Cash Management services, adjusting delivery methods and content to best meet client needs. Providing guidance on best practices and product updates if needed.
- Coordinate and collaborate with both internal departments and external vendors to facilitate troubleshooting, including the installation of necessary software and hardware for product optimization.
- Provide detailed communication of status reports to the Banking Team after each training or support engagement, outlining follow-up actions for additional services, account structure adjustments, and unresolved client concerns.
- Track, document, and close all completed client retraining, ad hoc trainings, support, and issue resolution activities using Workflow and Salesforce queues.
- Cash Management Client Support & Training Specialist
- The Client Support and Training Specialist role is responsible for delivering a tailored White Glove training session for clients utilizing Flagstar Bank's Commercial Cash Management Services.
Requirements
- Minimum experience required: Less than 2 years
- Typically requires 0-2 years of administrative, client service, or technical experience
- Experience in banking, financial services, or training environment is advantageous
- Train clients on all aspects of Cash Management services, either virtually via Teams or in-person, ensuring proper installation and configuration of supporting technology as required.
- Performs special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.
Nice to have
- Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint
- Familiarity with virtual meeting platforms (e.g., Microsoft Teams) Salesforce and CRM systems
- Understanding of Cash Management and Treasury Products, Preferred
- Knowledge of banking operations, client onboarding procedures, and financial services technology
- Strong attention to detail in written documentation, data input, and client communication.
- Strong presentation, communication, and interpersonal skills.
- Effective problem-solving and troubleshooting capabilities.
- Clear and professional written and verbal communication skills.
Compensation
- Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment.
Benefits
- Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.
- Benefits | Flagstar Bank
Company info
- We are committed to providing clear and accurate compensation information in accordance with applicable laws.
Equal opportunity
- Flagstar is an Equal Opportunity Employer
- Equal Opportunity Employer
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