Job description
Overview:
Provides confirmation requests and/or maturity notices to clients on all orders and may issue cashier's checks when required.
Provides customer support by accurately completing all related account and account maintenance requests to include, but not
limited to, account opening (all account types including sweeps), account closures, stop payments, address changes/corrections,
check orders, routine and complex research requests and problem resolution.
Communicates with other bank operational areas on client problems to obtain resolution and develops and maintains records of
specific issues.
Submits all necessary supporting documentation for scanning and ensures compliance with banking policies, regulations and
regulatory statues.
Assists in training new Account Management team members and provides cross-training when requested.
Provides support and works cohesively with internal and external business partners.
Participates in testing system enhancements.
Adheres to the department's operations schedule to ensure all team job requirements are completed within the department's service
level agreements.
Responsible for ensuring all clients are correctly charged for product fees.
Complies with all related Federal, State, and Industry laws and regulations pertaining to Banking. Qualifications:
Supports the Community Association Bank (CAB) and/or Commercial Account Management processes. Ensures efficient and
effective customer service by performing a variety of functions as they relate to CAB and/or Commercial Accounts and Account
Maintenance. Specializes in knowledge of the core bank system, bank products and general knowledge of the banking industry to
accurately open and maintain a large volume of accounts and to perform a variety of functions within a team environment. Performs
routine, detailed and complex incoming research requests and may have direct client contact via telephone and email.
Responsibilities:
effective customer service by performing a variety of functions as they relate to CAB and/or Commercial Accounts and Account
Maintenance. Specializes in knowledge of the core bank system, bank products and general knowledge of the banking industry to
accurately open and maintain a large volume of accounts and to perform a variety of functions within a team environment. Performs
routine, detailed and complex incoming research requests and may have direct client contact via telephone and email.
Receives and effectively handles sensitive and complex incoming requests utilizing appropriate systems, policies, regulations,
procedures and other reference material. Accurately completes all requests adhering to specific department guidelines in meeting
the deadlines established.
procedures and other reference material. Accurately completes all requests adhering to specific department guidelines in meeting
the deadlines established.
Provides confirmation requests and/or maturity notices to clients on all orders and may issue cashier's checks when required.
Provides customer support by accurately completing all related account and account maintenance requests to include, but not
limited to, account opening (all account types including sweeps), account closures, stop payments, address changes/corrections,
check orders, routine and complex research requests and problem resolution.
Communicates with other bank operational areas on client problems to obtain resolution and develops and maintains records of
specific issues.
Submits all necessary supporting documentation for scanning and ensures compliance with banking policies, regulations and
regulatory statues.
Assists in training new Account Management team members and provides cross-training when requested.
Provides support and works cohesively with internal and external business partners.
Participates in testing system enhancements.
Adheres to the department's operations schedule to ensure all team job requirements are completed within the department's service
level agreements.
Responsible for ensuring all clients are correctly charged for product fees.
Complies with all related Federal, State, and Industry laws and regulations pertaining to Banking.
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HS Dipolma and 5 years of experience in the banking industry or Bachelors Degree and 2 years of years of experience in the banking industry
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Ability to work cohesively within a team environment with minimal supervision
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Detail-oriented with excellent communication skills to effectively interact with internal and external business partners
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Ability to work overtime when volumes are high to meet business needs and department service level agreements
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Personal computer skills to include various software packages including, word processing, spreadsheet, electronic mail, presentation, and banking system
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Strong organizational and problem-solving skills
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Ability to handle multiple tasks in a growing and fast-paced environment
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