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Cash Management Associate

Company: eTeam Inc.
Location: Southfield
Posted on: January 27, 2023

Job Description:

Job Title: Cash Management Associate
Job Location: Southfield, MI-48033
Job Duration: **This is a 6-month assignment with potential for extension. **
Hybrid position- 2 days in office per week, must be local to Southfield
Laptop provided
**IMPORTANT: Candidate must have a distraction-free, quiet workspace within their home and reliable high-speed internet. **
Work Schedule: 8AM-5PM Monday-Friday
2 days per week will be on-site (contingent worker has choice of 2 days)
Job Summary:

  • This person will be responsible for supporting the Capital Access department in the capacity of a Capital Access Associate. This particular department offers a variety of banking services (debit cards, checking accounts, savings accounts, etc.) for brokerage accounts. When a 3rd party company (i.e. mortgage companies, audit companies, etc.) needs to confirm a specific monetary amount is available in the clients account, this person will be responsible for confirming with the 3rd party. The Capital Access Associate may also have the opportunity to jump on the phones once they get up and running.
  • For example) if Joe Smith wants to buy a boat from XYZ company for 30,000 dollars, then XYZ will reach out to Client's Capital Access team to confirm that Joe Smith actually has 30,000 dollars in his account.

    Job Duties:

    • Provide verification of deposits to 3rd party companies via email, a service center portal, or through regular mail
    • Answer inbound calls from clients - handle around 30-40 calls per day; answering questions about capital access accounts and other general inquiries
    • Provide detailed documentation for each verified deposit
    • Perform various duties as assigned

      Must Haves

      • At least 2 years or recent customer service experience - NOT FROM A CALL CENTER.
      • Someone with a background as a bank teller would work as long as the candidate had impeccable customer service skills.
      • Manager is also open to candidates who have recently graduated with their bachelor's degree
      • Proficient skills with Microsoft Office
      • Clear and professional written and oral communication skills; excellent phone etiquette
      • Customer service focused; willing to go above and beyond
      • Experience within the financial services industry is a big plus


        • High School diploma or equivalent, bachelor's degree preferred

Keywords: eTeam Inc., Southfield , Cash Management Associate, Executive , Southfield, Michigan

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