
Job Information
Robert Half Cash Management Specialist in Needham, Massachusetts
Description We are offering a contract to permanent employment opportunity in the banking industry for a Cash Management Specialist, located in Needham, Massachusetts, 02492, United States. This position involves a range of responsibilities, including processing customer credit applications, maintaining accurate customer credit records, and resolving customer inquiries. The individual will also monitor customer accounts and take appropriate action.
Responsibilities:
• Accurately and efficiently process customer credit applications
• Maintain precise records of customer credit
• Resolve customer inquiries promptly and professionally
• Monitor customer accounts for any irregularities or potential issues
• Take appropriate action based on account monitoring results
• Assist in the updating of procedures, policies, and risk assessments
• Support related departments and customer support in all areas of cash management and third-party processes
• Assist in special projects related to the implementation of products and services, as well as the establishment and maintenance of procedures
• Compile necessary information for the research and tracking of cash management customers’ requests and issues
• Conduct annual audits of Cash Management products to ensure compliance with internal control, policies, and procedures. Requirements • Proficiency in Wire Transfer operations, with a clear understanding of related regulations and protocols.
• Familiarity with Automated Clearing House (ACH) transactions, including processing, troubleshooting and compliance.
• Demonstrated expertise in Cash Management, with a focus on optimizing liquidity and managing cash flow.
• Experience in Daily Cash Management, including responsibility for monitoring and forecasting incoming/outgoing cash flow.
• Proficiency in Online Banking systems, with a strong emphasis on security measures and customer service.
• Knowledge of Mobile Banking practices and platforms, including troubleshooting technical issues and assisting customers.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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