Cash Management Associate – Client & Operations | CT

This position will follow our hybrid work model (including training period), we expect the selected candidate to be in the office 3 days a week at the Memphis, TN Office location.

• Training
  
  Schedule:
  
  This role requires participation in a mandatory training program, approximately 3 months in duration. Training hours will be Monday–Friday, 8:00 AM–5:00 PM CT.

• Post‑Training
  
  Schedule:
  
  Upon successful completion of training, the regular shift for this role will be Monday–Friday, 10:00 AM–7:00 PM CT.

• Be the first line of support for branch teams—answering questions and resolving client account activity.

• Investigate and correct disbursement errors with precision and care.
• Complete daily reports and review account activity to ensure compliance with firm policies and industry regulations.
• Research and resolve transaction discrepancies from both branch and home office entries.
• Post wires, checks, and process ACH profiles and periodic transactions as needed.
• Help train new associates and support escalated calls when needed.
• Contribute to a culture of continuous improvement and client-first service.

• Strong communication skills—both written and verbal.
• A knack for solving problems and staying organized in a fast-moving environment.
• A customer-first mindset with a passion for helping others.
• Familiarity with basic accounting principles and office procedures.
• Comfort with standard office software (Excel, Outlook, etc.) and a willingness to learn new systems.

• High School Diploma or equivalent required.
• 2+ years of experience in customer service, office administration, or financial services preferred.

• Collaborative team environment with room to grow.
• Opportunities to expand your skills and take on new challenges.
• A role that makes a real impact on client satisfaction and operational excellence