Cash Management Associate
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-02-06
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Finance & Banking
Banking Operations, Banking & Finance
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); however, depending on their performance, Rodney may have them handle phone calls down the road (but likely not for a couple months).
Though remote, candidates must be located in St Petersburg, FL, Tampa, FL, Memphis, TN or Southfield, MI.
- 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
- 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
- At least 2 years of recent office experience, ideally in a data entry-centric role where accuracy was extremely important.
- Must be able to pass a data entry assessment
- 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 with in banking / financial services is a HUGE plus
- Minimum of a High School diploma or equivalent, Bachelor's Degree preferred
This is the pay range that Magnit reasonably expects to pay for this position: $18.00/hour - $24.00/hour
Benefits:
Medical, Dental, Vision, 401K
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