Intermediate Representative, Cash Management

As an Intermediate Representative in Cash Management at BNY, you'll handle a variety of important responsibilities. This includes managing communication with corporate clients regarding payment decisions, assisting with workflow execution, and ensuring high-quality control throughout daily operations. You'll also engage in special projects that enhance business processes and support fellow team members in achieving collective goals. Accurate reporting is another crucial aspect of your role, where timeliness and thoroughness will contribute to overall team success.

To qualify for the Intermediate Representative, Cash Management position at BNY, candidates typically need a high school diploma or an equivalent combination of education and experience. A bachelor's degree is preferred. Additionally, having 5–7 years of banking operations experience is beneficial, along with strong Microsoft Office skills. Effective verbal and written communication abilities and investigative skills are critical as they allow you to present research findings clearly and effectively.

The Intermediate Representative, Cash Management position at BNY is offered on a hybrid schedule, meaning you will be required to work three days a week in-office at our Lake Mary, FL location. This flexible work arrangement allows you to balance office collaboration and remote work effectively, facilitating a productive work-life blend.

Key skills that will enhance your chances of success as an Intermediate Representative, Cash Management at BNY include excellent communication abilities for client interactions, strong analytical skills for conducting research, and a thorough understanding of cash management processes. Proficiency in Microsoft Office and experience in financial services operations would also give you an added advantage in performing your daily responsibilities efficiently.

At BNY, candidates can expect a thriving company culture that prioritizes innovation, inclusivity, and support. The company has been recognized multiple times for its workplace diversity and commitment to employee empowerment. In your role as an Intermediate Representative in Cash Management, you will be part of a collaborative environment where everyone's perspective is valued, contributing to shared successes within the organization.

During your interview, highlight specific instances where you utilized your cash management expertise. Discuss your previous roles where you dealt with payment processing, risk assessments, or adjustments. Demonstrating how your skills have positively impacted client relationships or operational efficiency will be essential.

In responding to this question, emphasize the importance of clear and empathetic communication. Share examples of how you have managed similar conversations in the past, mentioning your ability to explain complex information in an easily digestible manner and your techniques for dealing with difficult situations or client inquiries.

You should discuss your familiarity with various reporting tools and software, especially any that relate to banking operations. Mention how you leverage Microsoft Office for efficient reporting and your approach to ensuring accuracy and timeliness in receiving and presenting data.

Share your strategies for prioritization. Discuss how you assess deadlines, criticality, and resource availability when making decisions about task management. Providing specific examples where you successfully managed multiple projects will strengthen your response.

Detail the specific steps you take to ensure high-quality output. This might include regular reviews, checklists for compliance, or collaborative feedback sessions with team members to maintain a standard of excellence in your deliverables.

Prepare to share a specific challenging scenario and the solutions or steps you took to navigate it. Focus on your problem-solving approach and how you involved team members to reach a resolution.

Express your passion for contributing to the financial sector and how the work directly impacts clients and communities. Discuss any personal experiences or aspirations that align with BNY's mission and values, showcasing your dedication to the role.

Discuss your commitment to continuous learning as part of your professional development. Mention any sources you follow, such as industry publications or websites, forums for financial professionals, or conferences you've attended that keep you informed about the latest trends and regulations impacting cash management.

Demonstrate your knowledge of BNY's culture and core values by sharing insights you've gained from research or conversations. Express what you find appealing about working in an inclusive and innovation-driven environment, and align your personal values with the company's guiding principles.

Your response should reflect a genuine interest in BNY and the specific role. Mention the company's reputation for innovation and inclusivity while illustrating how your skills and experiences align with the position. Highlight any long-term goals you have that resonate with the trajectory of BNY as a leading financial services provider.