SGS Technologies · St Petersburg, FL (Remote)
About the job
Cash Management Associate
SGS Technologies is looking for a long-term opportunity with one of our clients at St.Pete/Tampa, Memphis TN, or Southfield MI
DURATION: LONG-TERM – CONTRACT ROLE WITH HIGH POSSIBILITIES FOR EXTENSION – STRICT W2
This role will be 100% remote but candidates must be located in St Pete/Tampa, Memphis TN, or Southfield MI ONLY!
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 will mainly handle basic ACH form processing. Most of their communication will be done via email or Skype (instant messaging)
Job Duties
Review and process ACH (direct deposit) forms that are received via an electronic cue 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 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/ RJ branches) Perform various duties as assigned
Must Haves
- 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 is extremely important
- Professional demeanor
- Customer service oriented
- Experience in banking / financial services is a HUGE plus
Education:
Minimum of a High School diploma or equivalent, Bachelor’s Degree preferred
Required Details
- Please apply with a copy of your resume, the best contact number, the best time to reach out, and your email address.
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