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Homeowners Association Relationship Bankers serve as the primary, single point of contact for homeowner association and community management business customers and provide full service account support and maintenance. The Bankers provide customers with a variety of services including account setup, treasury management & online banking support, Company file assistance and error resolution, positive pay and bill pay file set up & access, as well as assisting customers with remote check scanner setup & troubleshooting. The Bankers work closely with the Company processing team to ensure that validation files are created in the proper formats, payment errors are resolved in a timely manner, and on-line payment issues are processed appropriately. The Bankers also work closely with business development officers to ensure that all customer questions and issues are resolved in a timely manner. Their work is heavily focused on facilitating smooth implementation and providing ongoing account maintenance and problem resolution.
The Bankers serve customers of various sizes and are usually responsible for handling a portfolio of clients with total deposits of $30-$100 million.
Performs a variety of customer support activities including opening and closing corporate and agent related accounts, processes NSF and overdraft alerts, holds and stop payments, processing general ledger entries, non-posts, adjustments, Company returns, large item review, electronic A/R file research, CIP and audit controls, callback, bank account reconciliation, and Corporate Online Banking set-up. Also performs account analysis regarding service charges, average daily balances, account performance and growth, etc.
Provides clients with post implementation and training support. Assists in special projects and tasks such as Internet Banking conversions. Troubleshoots hardware/software problems related to check scanner, remote deposit and Treasury Management products and functions.
Makes decisions regarding the satisfaction of audit requirements when opening new accounts; assesses compliance of audit regulation; verify documentation for CIP certification approval.
Monitors and responds to daily account receivable files generated by Company team. Researches and resolves adjustment items created by missing items, extra items, encoding errors, listing errors, misreads, etc., originating from a variety of areas.
Works closely with the Business Development Officers to ensure that all client questions/issues are resolved in a timely and satisfactory manner.
High school degree and two (2) or more years of retail banking and/or banking center experience (i.e., teller, New Accounts, Supervisor, Operations Support)
Intermediate to advanced skills in computer operation including word processing, spreadsheet and account opening software programs (e.g., Microsoft Word and Excel, Outlook, etc.)
Effective oral, written and interpersonal communication skills.
Self-starter with proven ability to work independently
Basic to intermediate knowledge in all facets of the Bank’s deposit and treasury management products and services
Excellent organizational and time management skills
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