• Cash Management Associate

    Raymond James Financial, Inc. (St. Petersburg, FL)


    _This position follows a regular schedule of 10:00 AM to 7:00 PM, Monday through Friday._

     

    _To prepare for success in the role, all new hires are expected to complete a required training period lasting 6 to 8 weeks, during which the hours will temporarily shift to 8:00 AM to 5:00 PM or 9:00 AM to 6:00 PM, based on training availability._

     

    _This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month._

     

    _Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._

    Essential Duties and Responsibilities

    + Available to assist on all job functions of Cash Management Associate I.

    + Answers calls and questions regarding client activity.

    + Completes daily reports accurately and timely, reviewing account activity for compliance with

    + rules and regulations along with department standards

    + Researches any errors or problems concerning entries made at the branch or Home Office level upon request.

    + Reviews and corrects disbursement errors as appropriate.

    + Assists in training new associates; available for continued training.

    + May assist with follow through on escalated calls.

    + May be required to post wires and checks to client accounts.

    + May be required to process ACH (automated clearing house) profiles and/or periodic transactions.

    + Performs other duties and responsibilities as assigned.

    Knowledge of

    + General office practices, procedures, and methods.

    + Basic accounting concepts, practices, and procedures.

    Skill in

    + Researching basic transactions and account discrepancies.

    + Gathering and compiling information.

    + Operating standard office equipment and using required software applications to produce correspondence, electronic communication, and maintain spreadsheets and databases.

    Ability to

    + Communicate effectively, both orally and in writing, with all organizational levels.

    + Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.

    + Provide high level of customer service.

    Education/Previous Experience

    High School Diploma or equivalent and a minimum of two (2) years of office and/or customer service experience.