Provides personalized banking services to financial institution customers.
Pay Range: $30.00 - $42.57 - $55.13
Job Responsibilities:
Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.
Will market/cross-sell other products and services as appropriate to customer needs.
Handles all operational issues on team, including audit request and reviews.
Responsible for reconciliation of general ledgers, and ensuring compliance with wire transfers policies and requirements.
Reviews various reports including new account reports, check fraud, significant activity, significant change, large deposit, detailed transaction report and month-end reports.
Respond to client issues with basic bank products and more complex products such as Cash Management and commercial loans.
May conduct client visits, either with another team member or alone.
May make risk-based decisions pertaining to client transactions.
May handle decisions on overdrafts, up to credit authority.
Responds to client inquiries and requests regarding accounts.
Job Requirements
High school diploma or general education degree (GED)
Minimum 5 years related banking experience in a similar role
Banking experience in a commercial bank environment
Financial products, services, compliance, KYC-AML
Strong interpersonal and customer service skills
Ability to make independent decisions and manage time effectively
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Management and Manufacturing
Industries
Banking
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