Job Title:โCash Management Associate
Working model: Remote
Duration: 4+ Months (Possible extension)
Job Summary:
This position will support the ACHย / Cash Control department
This team is primarily responsible for establishing ACH profiles (direct deposit) which allow the branches and their clients to initiate electronic fund transfers.
The Cash Management Associate will mainly handle basic ACH form processing. Most of their communication will be done via email or Skype (instant messaging); however, depending on their performance, handle phone calls down the road (but likely not for a couple months).
Job Duties:
Review and process ACH (direct deposit) forms that are received via an electronic cue
Perform data entry relating to clients' confidential banking informationย (i.e. personal account numbers, demographic information, etc.) while maintaining a high attention to detail and accuracy
Researches any errors or problems concerning entries made at the branch or Home Office level
Reviews and corrects processing errors as appropriate
Communicate with clients via email and instant messaging (clientele consists of Financial Advisors and their support staff)
Perform various duties as assigned
Work Schedule: 8am-5pm, with 1 hour unpaid lunch
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Must Haves
At least 2 years of recent office experience, ideally in a data entry-centric role where accuracy was extremely important.
Please have all candidates complete a data entry test.ย
Extremely detail oriented (accuracy in this role is very important)
Clear and professional written and oral communication skills - proper grammar and spelling is extremely important
Professional demeanor
Customer service oriented
Experience within banking / financial services is a HUGE plus
Education:โโ
Minimum of a High School diploma or equivalent, Bachelor's Degree preferred