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Associate – Cash Processing Specialist I

Associate – Cash Processing Specialist I

CompanyBNY
LocationBerwyn, PA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad, Junior, Mid Level

Requirements

  • Bachelor’s degree or the equivalent combination of education and experience is required.
  • 0-3 year’s experience required.
  • Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality
  • Strong verbal and written communication skills required
  • Strong problem-solving skills and attention to detail
  • Team player with a positive attitude who can effectively train and supervise others
  • Self-starter attitude
  • Ability to adapt to change in a dynamic environment
  • Excellent computer skills, specifically with Microsoft Office products with an ability to quickly learn new software applications, specifically proprietary systems

Responsibilities

  • Receive, analyze, and process cash requests from Financial Advisors and clients.
  • Investigate and resolve any discrepancies related to cash transactions promptly.
  • Collaborate with relevant teams to address and rectify cash-related issues.
  • Maintain clear and effective communication with Financial Advisors and clients regarding cash-related matters.
  • Identify opportunities to improve cashflow processes and implement enhancements.
  • Prioritize client satisfaction by meeting their cashflow needs accurately and promptly.
  • Generate and review reports related to cashflow activities

Preferred Qualifications

    No preferred qualifications provided.