Cash Management Analyst

About the role

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.

Responsibilities

• 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
• 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

Requirements

• 2+ years recent office experience in a data entry centric role
• Minimum 2 years of phone experience (must be shown on resume)
• 6,000 KPH with 85% accuracy on Data Assessment
• Banking/Finance experience
• Strong customer service skills
• Minimum HS Diploma; Bachelor's degree preferred

Pay

$24.07 per hour

Schedule

8:00 AM – 5:00 PM with 1 hour unpaid lunch

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital coverage
• 401(k) Retirement Plan (Pre-tax and Roth post-tax contributions available)
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Location & Work Environment

Hybrid (3 days onsite / 2 days remote) in St. Petersburg, FL

Contract Duration

6-month contract with strong opportunity for extension