Cash Application / CFS Specialist II

Carlisle•Carlisle, PA

5d•Hybrid

About The Position

The Customer Financial Services Specialist II provides advanced cash-operations and customer-account support requiring in-depth process, banking, and systems knowledge. The Specialist independently owns complex cash application and account issues, performs assigned month-end activities, supports integration readiness, and serves as an escalation and learning resource for Specialist I team members. The role helps maintain accurate customer accounts and minimize bad-debt risk. The position typically operates Monday through Friday, 8:00 AM to 5:00 PM, with occasional flexibility to accommodate meetings across time zones or critical business needs. It follows a hybrid work arrangement under the company’s flexible work arrangement policy and applicable site guidelines. The employee is expected to follow the assigned onsite and hybrid schedule and maintain productivity, responsiveness, and collaboration when working remotely or in the office. In-person participation may be required for team activities, meetings, or business-critical events. The work environment is an office environment. The employee must comply with company policies concerning data security, confidentiality, acceptable technology use, and remote work standards. Reasonable accommodation will be provided to qualified individuals with disabilities to enable them to perform essential job functions.

Requirements

High school diploma or equivalent required.
3–5+ years of related cash application, customer account, credit, collections, or financial operations experience required.
Advanced, in-depth knowledge of cash application, customer accounts, banking processes, and related systems.
Ability to diagnose root causes, resolve complex issues, coordinate cross-functional follow-through, and exercise sound judgment independently.
Advanced working knowledge of applicable ERP, banking, payment-processing, collection, scanning, and document-management tools.
Strong reconciliation, month-end execution, exception-management, customer service, written and verbal communication, and prioritization skills.
Ability to lead investigations of high-impact processing or banking incidents and communicate clearly with internal and external partners.
Ability to learn new ERP environments quickly, validate processes, and develop practical procedures or training materials.
Ability to coach and develop Specialist I team members as a process and learning resource.
Demonstrated advanced issue ownership, month-end reliability, banking and systems knowledge, integration support, and ability to develop others.
Ability to comply with company policies related to data security, confidentiality, acceptable technology use, and remote work standards.
Ability to adhere to the assigned onsite and hybrid schedule and maintain productivity, responsiveness, and collaboration.

Nice To Haves

Associate degree or higher preferred.

Responsibilities

Resolve recurring and complex customer, cash application, account, banking, and systems issues; diagnose root causes and coordinate resolution with internal and external partners.
Handle complex reconciliations, recurring discrepancies, unresolved unapplied cash or account issues, and high-impact exceptions as a process resource.
Lead investigations and resolution of credit card processing outages and banking matters, including coordination, follow-through, and status communication.
Perform assigned month-end closing activities, reconciliations, exception resolution, and completion checks accurately and on schedule.
Support higher-complexity credit and collections activities and prepare relevant account information for Analyst review when needed.
Support new-company integrations by learning new ERP systems, validating processes, and identifying readiness or control gaps.
Set up CIA and COD accounts for applicable divisions and maintain accurate customer account documentation and files.
Assist in developing and refining procedures, job aids, and training materials for Specialist I proficiency in new or changing processes.
Serve as an escalation and learning resource for Specialist I team members while reinforcing established procedures and sound issue-escalation practices.
Maintain constructive working relationships across CFS and other departments to resolve complex internal and external matters.
Participate in team projects and continuous-improvement activities as directed.
Perform other duties as assigned.