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Are you passionate about delivering exceptional client service while keeping operations running smoothly? As a Cash Management Associate, you’ll be the friendly, knowledgeable voice supporting our branches and internal teams. You’ll help resolve account inquiries, troubleshoot disbursement issues, and ensure compliance—all while keeping the client experience top-notch. This role is perfect for someone who thrives in a fast-paced, detail-driven environment and enjoys being the go-to resource for solving problems and making things happen.
Job Responsibility:
Be the first line of support for branch teams—answering questions and resolving client account activity
Investigate and correct disbursement errors with precision and care
Complete daily reports and review account activity to ensure compliance with firm policies and industry regulations
Research and resolve transaction discrepancies from both branch and home office entries
Post wires, checks, and process ACH profiles and periodic transactions as needed
Help train new associates and support escalated calls when needed
Contribute to a culture of continuous improvement and client-first service
Requirements:
High School Diploma or equivalent required
2+ years of experience in customer service, office administration, or financial services preferred
Strong communication skills—both written and verbal
A knack for solving problems and staying organized in a fast-moving environment
A customer-first mindset with a passion for helping others
Familiarity with basic accounting principles and office procedures
Comfort with standard office software (Excel, Outlook, etc.) and a willingness to learn new systems
What we offer:
Collaborative team environment with room to grow
Opportunities to expand your skills and take on new challenges
A role that makes a real impact on client satisfaction and operational excellence