Our large banking client is seeing a remote preferred client services banker to assist their customers with various transactions. From lending services to opening or closing accounts; they need someone eager to learn with the ability to think on their feet and thrive in a remote setting. If this sounds like you please click to apply!
Responsibilities
- Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients' needs.
- Initiate courier service for pickup and delivery of customer deposits and documents as needed.
- Order checks, deposit slips and other deposit supplies from our check vendors.
- Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls).
- Navigate research resources and answer questions using our check image and Check 21 programs
- Develop an understanding of how to read our clients' documentation using the OnBase program.
- Assist in audits of the department's previous day's new accounts and maintenance changes to ensure compliance with internal operating procedures.
Skills
Randstad
Oakland California
United States
Financial Services - Banking / Investment / Finance
(No Timezone Provided)
Our large banking client is seeing a remote preferred client services banker to assist their customers with various transactions. From lending services to opening or closing accounts; they need someone eager to learn with the ability to think on their feet and thrive in a remote setting. If this sounds like you please click to apply!
Responsibilities
- Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients' needs.
- Initiate courier service for pickup and delivery of customer deposits and documents as needed.
- Order checks, deposit slips and other deposit supplies from our check vendors.
- Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls).
- Navigate research resources and answer questions using our check image and Check 21 programs
- Develop an understanding of how to read our clients' documentation using the OnBase program.
- Assist in audits of the department's previous day's new accounts and maintenance changes to ensure compliance with internal operating procedures.
Skills