Cash Management Associate II

Magnit; Saint Petersburg (FL); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Job summary

Magnit is seeking a Cash Management Associate II to support the ACH/Cash Control department. The role involves processing ACH forms, handling confidential banking data, and responding to branch and internal inquiries with a focus on accuracy and customer service.

Responsibilities include reviewing electronic queue forms, data entry, error research, and multi-channel communication with Financial Advisors and branches. A high school diploma is required, with a bachelor’s degree preferred.

Qualifications

• Minimum of a High School diploma or equivalent; Bachelor’s Degree preferred.
• Candidates must complete a data entry test with at least 85% accuracy and a minimum of 6000 keystrokes per hour.
• Clear and professional written and oral communication skills are essential.

Responsibilities

• Review and process ACH (direct deposit) forms via electronic queue.
• Perform data entry of clients' confidential banking information with high accuracy.
• Research errors or problems in branch or Home Office entries and correct processing issues.
• Communicate with clients via email and instant messaging; support Financial Advisors and branches.
• Handle incoming calls from branches/internal contacts, providing customer service and follow-up.
• Multi-task across calls, data entry, and email responses; assist as needed.
• Perform various duties as assigned.

Skills

Data entry

Attention to detail

Communication skills

Customer service

Banking/financial services experience

Multi-tasking

Education

High School diploma or equivalent

Bachelor's degree preferred

Job description

Job Summary

This position will support the ACH / Cash Control department at Raymond James. 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 II will handle ACH form processing and inbound calls from branch or internal contacts. They may also be required to manage the team email inbox.

Essential Duties and Responsibilities

• Review and process ACH (direct deposit) forms that are received via an electronic queue.
• Perform data entry relating to clients' confidential banking information (i.e., personal account numbers, demographic information, etc.) while maintaining a high attention to detail and accuracy.
• Research any errors or problems concerning entries made at the branch or Home Office level.
• Review and correct processing errors as appropriate.
• Communicate with clients via email and instant messaging (clientele consists of Financial Advisors and their support staff/RJ branches).
• Field incoming calls from branch or internal contacts, providing customer service and related follow-up as needed.
• Multi-task and handle calls, data entry, and responding to emails.
• Perform various duties as assigned.

Knowledge, Skills, and Abilities

• At least 2 years of recent office experience, ideally in a data entry-centric role where accuracy was extremely important.
• Extremely detail-oriented (accuracy in this role is very important).
• Clear and professional written and oral communication skills - proper grammar and spelling are extremely important.
• Professional demeanor.
• Customer service oriented.
• Experience within banking/financial services is a huge plus.
• Ability to multi-task in a fast-paced work environment.
• Minimum of a High School diploma or equivalent, Bachelor's Degree preferred.
• Candidates must complete a data entry test with at least 85% accuracy and a minimum of 6000 keystrokes per hour.

This is the pay range that Magnit reasonably expects to pay for this position: $18.05/hour - $24.07/hour

• Benefits: Medical, Dental, Vision, 401K