JOB DESCRIPTION SUMMARY

Cash Management Associate – Client Experience & Operations
Are you passionate about delivering exceptional client service while keeping operations running smoothly? As a Cash Management Associate. you’ll be the friendly, knowledgeable voice supporting our branches and internal teams. You’ll help resolve account inquiries, troubleshoot disbursement issues, and ensure compliance—all while keeping the client experience top-notch.
This role is perfect for someone who thrives in a fast-paced, detail-driven environment and enjoys being the go-to resource for solving problems and making things happen.

JOB DESCRIPTION

This position will follow our hybrid work model, we expect the selected candidate to be in the office 3 days a week at the Southfield, MI Office location.
Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future.

What You’ll Be Doing

• 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.

EDUCATION

High School (HS) (Required)

WORK EXPERIENCE

General Experience - 13 months to 3 years

• 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