Cash Management Associate

    • St. Petersburg, FL

RESPONSIBILITIES:
Kforce has a client in search of a Cash Management Associate in Saint Petersburg, FL. Summary: This person will be responsible for supporting the Capital Access department in the capacity of a Capital Access Associate. This particular department offers a variety of banking services (debit cards, checking accounts, savings accounts, etc.) for brokerage accounts. When a 3rd party company (i.e. mortgage companies, audit companies, etc.) needs to confirm a specific monetary amount is available in the clients account, this person will be responsible for confirming with the 3rd party. The Capital Access Associate may also have the opportunity to jump on the phones once they get up and running. Job Duties:

  • Provide verification of deposits to 3rd party companies via email, a service center portal, or through regular mail
  • Answer inbound calls from clients - handle around 30-40 calls per day; answering questions about capital access accounts and other general inquiries
  • Provide detailed documentation for each verified deposit
  • Perform various duties as assigned


REQUIREMENTS:
  • At least 2 years or recent customer service experience
  • Bank Teller
  • Proficient skills with Microsoft Office
  • Clear and professional written and oral communication skills; Excellent phone etiquette
  • Customer service focused; Willing to go above and beyond
  • Experience within the financial services industry is a big plus
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.


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