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Job Description
Structured overview of role & requirementsAbout This Role
Process cash management operations including cash handling, check processing, return items, and lock-box operations.
Provide processing support for firm payments, receivables, trade transactions, liquidity flows, and wholesale card activity.
Serve as a subject matter expert in User Acceptance Training (UAT) and assist with training new and junior team members.
Minimum Requirements
2-4 years of relevant experience in cash management processing and transaction services.
Education: High School diploma or equivalent.
Proficiency in Microsoft Office tools and data entry skills.
Work Experience Required: 2-4 years relevant experience as explicitly mentioned.
Ideal Candidate Profile
Experienced in moderately complex cash and trade operations with transactional processing focus.
Capable of assessing operational risks and ensuring compliance with policies and regulations.
Skilled in training and knowledge sharing within transaction services or cash management teams.