Cash Management Associate III

Kforce • Los Angeles, CA

402d • Remote

About The Position

The Cash Management Associate III position at Kforce is a fully remote role focused on providing exceptional client service in the treasury management sector. The associate will act as the primary contact for clients, resolving inquiries and ensuring client satisfaction while coordinating with various bank units. This role requires candidates to have treasury experience and the ability to quickly adapt to the responsibilities with minimal training.

Requirements

• High School diploma or GED required.
• Experience in a similar role or significant knowledge, experience, and abilities to successfully perform the responsibilities listed.
• Experience with ERP platforms, Banking, Call center customer service, Bank call center, Treasury Management, and Cash Management.

Nice To Haves

• Relevant education and/or training will be considered a plus.

Responsibilities

• Serves as primary contact via phone for clients and various units in the research and resolution of problems and inquiries.
• Consistently exercises discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions.
• Ensures client satisfaction.
• Acts as liaison between client and other Bank units to resolve problems and comply with client requests.
• Coordinates with clients, account officers, and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed, and all operational arrangements are in place to service assigned accounts.
• Facilitates and delivers virtual training conference calls.
• Provides feedback and collaborates with subject matter experts to understand new product offerings and/or enhancements.
• Provides feedback and collaborates with subject matter experts to ensure training materials and methodology are up-to-date and relevant, to guarantee a positive and seamless client experience.

Benefits

• Medical, dental, and vision insurance
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• 401(k)
• Life insurance
• Disability insurance
• Paid time off for salaried personnel
• Paid sick leave for hourly employees on Service Contract Act projects

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Administrative and Support Services
• Education Level: High school or GED