Cash Management Service Representative jobs in New York
Cash Management Service Representative is responsible for providing cash management services to existing and potential business banking clients. Assists clients in various cash management programs while ensuring sufficient balance in the cash flows. Being a Cash Management Service Representative responds to and provides fixes for client issues and questions surrounding relevant products and/or services. Guides clients through onboarding, documentation, and implementation. Additionally, Cash Management Service Representative elevates important or complex inquiries to the appropriate manager, supervisor, or team to ensure they are resolved appropriately. May require a bachelor's degree. Typically reports to a supervisor or manager. The Cash Management Service Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Cash Management Service Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Cash Management Service Representative jobs
Securities Operations Representative for Cash Management Processing
- H29 Wells Fargo International Solutions LLC-Philippines
-
TAGUIG CITY, NY
FULL_TIME
- About this role: Wells Fargo is looking for Securities Operations Representative for Cash Management Processing team under Wealth and Investment Management group. In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: At least 2 years of experience in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, and education Desired Qualifications: Completed at least 2nd year in College (Bachelor's degree) or finished 2-3 year Associate degree course Preferably with previous experience or knowledge in Cash Management or Brokerage services Should be amenable to work night shift Job Expectations: Primary (what she/he does 80% of the time) Able to work on assigned queues / work allocation in a timely manner. Able to meet and maintain SLA targets consistently. Ensures that all reports under scope is maintained and updated daily. Ensures that he/she is abreast with any process updates. Secondary (what s/he does 20% of the time): Able to contribute and participate actively on team meetings. Able to accomplish mandatory trainings in a timely manner. Able to process any Adhoc tasks assigned to him/her occasionally or as necessary. Posting End Date: 11 Apr 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.
- 26 Days Ago
Customer Service Representative
- Liberty Management
-
Village, NY
FULL_TIME
- Liberty Consulting and Management is seeking to expand its Customer Service Representative team in the local Manhattan area. As a Customer Service Representative, you will:Follow up directly with cust...
- 4 Days Ago
Customer Service Representative
- Synergy Management
-
Lower East Side, NY
FULL_TIME
- Come work as a Customer Service Representative at a growing company that offers excellent perks and opportunities! Advancement within, NO seniority, and training alongside some of the most accomplishe...
- 1 Month Ago
Customer Service Representative
- Synergy Management
-
Long Island, NY
FULL_TIME
- Come work as a Customer Service Representative at a growing company that offers excellent perks and opportunities! Advancement within, NO seniority, and training alongside some of the most accomplishe...
- 1 Month Ago
Customer Service Representative - IMMEDIATE START
- Opulence Management
-
Hempstead, NY
FULL_TIME
- Our Customer Service Representative are communication experts who provide fast, friendly service to customers to ask questions, assess their needs, and provide immediate assistance.Upon joining our go...
- 19 Days Ago
Entry Level Customer Service Representative
- Ascension Management
-
Manhattan, NY
FULL_TIME
- We have New Entry Level Customer Service Representative positions open on our team!What we look for in an Entry Level Customer Service Representative:Great interpersonal skills and customer serviceCom...
- Just Posted
Cash Management Service Representative jobs at Popular Companies
Visitor Management Representative
- Northside Hospital Inc.
-
Atlanta, GA
- Overview: Northside Hospital is award-winning, state-of-the-art, and continually growing. Constantly expanding the quali...
- 4/26/2024 12:00:00 AM
Order Management Representative
- FLEXSHOPPER LLC
-
Boca Raton, FL
- Job Details Job Location Boca Raton - BOCA RATON, FL Position Type Full Time Education Level 2 Year Degree Job Shift Swi...
- 4/25/2024 12:00:00 AM
Construction Management Representative
- Project Solutions Inc.
-
Keystone, SD
- Job Description Job Description Position Title: Construction Management Representative Location: Mount Rushmore National...
- 4/24/2024 12:00:00 AM
Order Management Representative
- Insight Global
-
Berkeley Heights, NJ
- Day-to-Day: Insight Global is looking to hire an Order Management Representative for one of our pharmaceutical clients l...
- 4/24/2024 12:00:00 AM
Account Manager Representative
- UnitedHealthcare
-
Orlando, FL
- Job Description Job Description The Account Manager Representative role is a key player in the sales process. This posit...
- 4/24/2024 12:00:00 AM
Account Manager Representative
- UnitedHealthcare
-
Orlando, FL
- Job Description Job Description The Account Manager Representative role is a key player in the sales process. This posit...
- 4/24/2024 12:00:00 AM
Account Manager Representative
- UnitedHealthcare
-
Coral Gables, FL
- Job Description Job Description The Account Manager Representative role is a key player in the sales process. This posit...
- 4/23/2024 12:00:00 AM
PROPERTY MANAGEMENT REPRESENTATIVE
- LifeBridge Health
-
Baltimore, MD
- JOB SUMMARY: Responsible for real estate and property, maintaining and performing property and site inspections. Schedul...
- 4/23/2024 12:00:00 AM
About New York
New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States.
New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean.
In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Cash Management Service Representative jobs
$47,782 to $67,890
Most Popular Cities in New York for Cash Management Service Representative Jobs
What does a Cash Management Service Representative do?
Cash Management Service Representative in Salisbury, NC
Assist in the establishment and implement of new CM products and services in applicable bank systems, creates customer file, and coordinates for proper documentations.
January 06, 2020
Cash Management Service Representative in Orlando, FL
Provide proactive service and support to clients and overall Team as a unit to meet servicing objectives.
February 11, 2020