Cash and Trade Proc Rep 5
Core
Process basic to moderately complex cash and trade transfers, including cash handling, check processing, and lock-box operations.
Role type
Entry-level cash and trade operations representative
Builds
Firm payments, receivables, trade transactions, liquidity flows, and wholesale card activity
Domain
Financial services / Cash management
Required skills
Cash management processing, transaction services, Microsoft Office proficiency, data entry
Responsibilities
Perform cash handling, check processing, and lock-box operations; assist with firm payments and receivables; participate in compliance activities; train new team members; assess risk and drive regulatory compliance.
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