Banking Specialist Resume Samples
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Banking Specialist Resume Samples
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JG
J Glover
Juliana
Glover
35111 Swift Locks
Houston
TX
+1 (555) 205 5081
35111 Swift Locks
Houston
TX
Phone
p
+1 (555) 205 5081
Experience
Experience
Boston, MA
Banking Specialist
Boston, MA
MacGyver and Sons
Boston, MA
Banking Specialist
- Work directly with retail customers to ensure a comprehensive and professional selling and advisory service is provided
- Willingness to work in India Standard Time (IST) working hours
- Knowledge of working with banks and multiple entities
- A focus on continuous process improvement and excellence; and tertiary qualifications in a related field
- Continuous improvement of processes and procedures in the collaboration with Onshore teams
- Customer orientation, very good collaboration with other team members, stakeholders, data providers and other business areas on the daily basis
- Support process improvement/rationalization to enhance productivity
Philadelphia, PA
Client Banking Specialist
Philadelphia, PA
Crona and Sons
Philadelphia, PA
Client Banking Specialist
- Effectively work with time sensitive requests and provide updates to other departments and/or leadership
- Develop and manage relationships with banks, internal departments, clients and vendors relevant to Client Banking
- Strong communication that allows for solid partnerships and information sharing through formal and informal channels to stakeholders up to and including senior leadership
- Regularly update software and management of account status
- Perform other duties as assigned
- Demonstrated knowledge of treasury management and internal controls
- Work closely with bank relationships
present
Dallas, TX
Transaction Banking Specialist
Dallas, TX
Grimes-Fisher
present
Dallas, TX
Transaction Banking Specialist
present
- Make necessary adjustments in accordance with authenticated instructions and ensure the accounts are properly settled
- Perform investigations and process customer lifting charges related to wire transfers
- Perform MUFG Innovation setup (including adding/modifying/deleting Wire Transfer templates)
- Log each Investigation daily and the reconciliation of Federal Reserve Bank, and other bank’s discrepancies in accordance with established procedures
- Foster and maintain emphasis on our “Power of Teamwork” - BEST ongoing initiative. Document accomplishments
- Provide customer/technical support for the CMS products
- Reconcile the ‘in house’ Bank accounts and resolve all discrepancies in accordance with the established procedures
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of North Texas
Bachelor’s Degree in Finance
Skills
Skills
- Fluent in English to an exceptional level of proficiency; able to conduct and conclude highly technical discussions and agreements
- Strong communication skills with an ability to deal with all levels in a confident and professional manner
- Good knowledge of banking products and systems, high familiarity with in-country regulatory frameworks
- Advanced MS based software knowledge particularly Powerpoint and EXCEL
- Able to demonstrate unrelenting tenacity to drive business objectives and deliver results
- Knowledge of agile implementation in an IT or Finance environment
- A detail orientation in performing accurate transactions and in following REI policies and procedures
- Ability to communicate effectively and cooperate with others
- Self-starter able to work with minimal supervision
- Able to adapt style and approach in order to work effectively with internal and external stakeholders from a variety of different cultures
15 Banking Specialist resume templates
Read our complete resume writing guides
1
Gcg-direct Banking Specialist Resume Examples & Samples
- Contacts existing Citibank customers to make appointments
- Collaborates with other units within Citibank and support their roadshows to conduct insurance sales
- Build excellent customer relationship with existing portfolio to conduct insurance sales and upscale AUM of portfolio
- Evaluates customers’ needs and provide suitable solutions in the areas of wealth protection and accumulation, retirement planning and endowment planning
- Submits insurance cases and ensures the inception of the cases timely and accurately
- Provides accurate reports on insurance figures and activities
- Tertiary degree, preferably in Finance/Business related disciplines
- CMFAS certified in M5, M9 and HI and accreditation with AFP, CFP, AFC or ChFC would be advantageous
- At least 2 years in life insurance sales with a proven track record
- Ability to work under pressure and well-organized
2
Banking Specialist With Spanish / Italian Resume Examples & Samples
- The correct activation of various financial instruments on the IT platform
- Valuation of prices and daily control to verify price variation
- Quality control
- Regular contact with the stakeholders
- Professional experience in an international environment will be an asset
- Passion and eagerness to obtain new knowledge as well as openness for new challenges
- Team work with a passion to learn
3
Electronic Banking Specialist Resume Examples & Samples
- Conduct training sessions for existing and newly implemented clients via face to face or Webex/Conference call ensuring best practices are used
- Assist clients with connectivity issues (encryption, Java) and those wishing to automate their payments (File import, specs etc)
- Assist where appropriate the resolution of production issues related to front end applications such as CitiDirect, BE, Treasury Vision, CitiConnect
- Train internal users so they can effectively use and provide first-class support to our clients
- Provide back up support to second level support staff ensuring cases are resolved in a timely manner and assist CitiService with call handling if major system issue impacts our client base
- Assist with RFP’s and provide demonstrations of Citi’s banking systems
- Work closely with regional and local technology and product teams to ensure knowledge is kept up to date and assist with identifying system issues/defects and rolling out bug fixes
- Participate in and provide support & consulting for scheduled UAT and PVT testing
- Build strong working relationships with Relationship Managers, Sales Managers, Products Managers and other internal stakeholders
- Maintain a sound knowledge of TTS products including Commercial Cards, Trade and Cash Management and keep abreast of new products and services offered to be in a position to look for sales opportunities during client interactions
- Ensure retention of existing business through service excellence
- Adhere to all Compliance policies
- An understanding of the financial services industry and banking technology
- Excellent problem resolution skills and ability to break down complex issues
- Strong communicator, oral, written and in public presentations
- Exemplary work ethic and positive attitude
- Self-motivated and demonstrates high level of initiative
- Client facing experience
- Ability to interact with customers at all levels, both in person and by phone, is essential
- Degree qualified or equivalent preferred
- Previous experience in an service/electronic banking role
- A service professional of the highest standard
- Self-starter who takes initiative and works with limited direction
- Time management skills
- Team oriented
4
Banking Specialist Resume Examples & Samples
- Work directly with retail customers to ensure a comprehensive and professional selling and advisory service is provided
- Generate retail cross sales leads
- Operate to monthly, quarterly and yearly sales targets
- QFA qualification is essential
- A minimum of 18 months previous financial services sales experience, preferably with sales experience within deposits, mortgage sales and insurance
5
Convenience Banking Specialist Resume Examples & Samples
- Responds to inbound phone and internet requests for new consumer loans and credit card applications
- Partners with RBG branch bankers to support consumer loan product education, customer financial needs and Fixed Rate Loan Options
- Makes outbound phone calls to retain home equity loan and line customers who have maturing accounts. Communicate credit decisions to customers
- Evaluates and makes decisions on existing consumer loans when working with Bank clients at the time a payoff inquiry is made or on new loans and lines opportunities
- Cross-sells additional products and services and/or refers to other units within the Bank as appropriate in order to deepen existing client relationships with the Bank
- Analyzes and evaluates financial statements and related materials for cash flow appropriateness to help customer select best product. Conducts credit and identity verification analysis supporting loan decisions
- Communicates with Bank clients, as well as Bank personnel throughout the decisioning process ensuring that all parties are fully informed as to the status of loans and lines being retained and new products and services being cross-sold and/or referred
- Ensures that all consumer loan applications are made in full compliance of Bank and applicable regulatory policies
- Associates degree required
- 1 or more years of experience in financial services/banking industry
- 1 or more years of experience in call center sales and/or customer service
- 2 or more years of underwriting experience desired with direct consumer loan underwriting experience preferred
- Complete knowledge of banking including sales and customer service
- Complete knowledge of consumer loans and related laws and regulations
- Strong Customer Service Skills
- Superior Written and Tracking Skills
- General experience with automated loan decisioning software preferred
- General knowledge of the Bank’s products (i.e., deposits, cash management, loans and other fee income generating products)
6
Banking Specialist Resume Examples & Samples
- Drawing up Letters of Offer in line with Credit sanction
- Issuing Letters of Offer to client
- Following up with client to receive signed Letters of Offer back within agreed timeframes
- Following up on outstanding conditions precedent
- Liaising with securities dept to ensure security is attached to facilities and ensuring that accepted facilities are input accurately to internal bank systems
- Minimum of 12 months prior banking experience, particularly within the area of credit, fulfilment, securities and/or lending operations
- Excellent communication skills & problem solving ability
- Ability to perform effectively under pressure and to tight deadlines
- Team player with ability to work on own initiative
7
Priority Banking Specialist Resume Examples & Samples
- Partner with internal professional experts to deliver seamless financial service solutions for affluent clients
- Provide resolution to client problems and trouble shoot technical issues
- Must meet established sales and service standard goals
8
Banking Specialist Resume Examples & Samples
- Maintenance of securities database for the Credit Suisse Private Bank division, by activation and amendments of various financial instruments on IT platform
- Ensures efficient and timely request processing
- Processes customer orders via mailbox and order placement systems
- Daily interaction with internal and external counterparties/stakeholders
- Solution-oriented dealing with customer requirements
- Responsible for set-up / amendment / enquiry processing and reporting
- Supports projects and dependencies in the product reference data area
- Ensures process quality, ongoing process development
- Support for Ref Data Product Production Head India in overseeing of Pune team set-up and growth
- Continuous improvement of processes and procedures in the collaboration with Onshore teams
- Response to strategic change initiated by and affecting the team
- Ad hoc reporting as required by management
- Involvement in projects outside immediate job function
9
Banking Specialist Resume Examples & Samples
- Maintenance of securities database for the Credit Suisse Investment Bank division, by activation and amendments of various financial instruments on IT platform
- Quality control responsibilities within the Reference Data business process
- Daily interaction with internal and external counterparties/stakeholders (incl. ad-hoc queries)
10
Personal Banking Specialist Resume Examples & Samples
- Converting enquirie's into sales opportunities - cross-selling and up-selling and ensuring the highest service level throughout the process
- Ensuring work is carried out and completed in a timely and accurate manner while ensuring compliance to all regulatory requirements
- Customer focused and a proactive team player also target driven
11
Electronic Banking Specialist Resume Examples & Samples
- Higher education
- Advanced PC user
- Good knowledge of English
- Client support service experience is a plus
- Strong analytical and process skills
- Strong Internet application knowledge
- Information technologies experience is a plus
- Strong knowledge of PC hardware and software
- Problem-solving ability; self-confident & self-motivated
12
Banking Specialist Resume Examples & Samples
- General management responsibilities covering staff and location needs
- Oversight of team set-up and growth including future deployments
- Control focused management of processes execution
- Ensures efficient and timely request processing by team
- Solution-oriented dealing with customer requirements and issues
13
Personal Banking Specialist Resume Examples & Samples
- 90% Sales and Service
- Provide exceptional sales and service to BMO customers or prospects by handling inbound and outbound calls to the NACS&S in an informed, professional and efficient manner
- Communicate clearly with customers where appropriate, using defined conversational strategy principles to fully understand the customer’s needs, responding to any questions or concerns to ensure an exceptional service experience for the customer
- Identify opportunities to make qualified referrals to other groups within the NACS&S as identified within the NACS&S to ensure that client needs are met
- Maintain current knowledge of the banking industry, practices and trends and integrate into client conversations in a professional manner
- 10% Operational Effectiveness
- Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions, in accordance with Bank policies and procedures; take appropriate action
14
Group Banking Specialist Resume Examples & Samples
- Mobile role that acts as a primary contact to targeted clients for group banking, providing convenience, service excellence and ongoing sound advice regarding available solutions
- Responsible for delivering on meeting client experience and sales goals through aggressive acquisition of new clients through group banking solutions
- Develops relationships with RBC partners and centres of influence to optimize business opportunities and demonstrate the value of group banking solutions supporting the expansion of existing client relationships and acquisition of new clients to RBC
- Refer potential business to home of best fit to successfully anchor clients
- Conduct pre-contact planning partnering with the client’s Relationship Manager ensuring each client interaction is value added and demonstrates respect for the client’s time
- Build rapport and use discovery to understand client’s needs and business objectives to ensure that the group banking communication and offer reflects their unique needs or priorities
- Introduce clients to relevant partners and other channels, sharing the partners value propositions to ensure clients benefit from the full range of RBC solutions
- Support effective problem resolution by taking personal accountability and working with in branch partners applying Problem Resolution Principles to successfully resolve client concerns
- Collaborate with internal partners to contribute to an effective and efficient end to end fulfillment client experience
- Demonstrate commitment to team work by coaching, mentoring and assisting colleagues in meeting the needs of all clients
- Ensure skills and knowledge are up-to-date and meet position requirements whilst taking accountability for personal development and executing planned activities in partnership with coach
- Demonstrate commitment to team work by coaching and mentoring enterprise colleagues building their skill and capability to better meet client needs, provide a seamless client experience, and capturing all opportunities
- Collaborate and build partnerships which support and enable all parties to meet individual performance objectives
- Banks entry requirements
- Five (5) years experience in Banking Operations inclusive of two (2) years experience in Personal lending
- Diploma in Business Administration, or any other relevant field, would be an asset
- Certificate in Omega Consumer Lending Program would be an asset
- Sales Driven
- Customer Centric
- Organizational Capacity
- Effective communication, written & oral
- Mobile
15
Banking Specialist Resume Examples & Samples
- Product Program related: Assist in product approval, coordination with various functions to ensure product is appropriately review and approved
- Support day to day business analytics , pipeline and flow management
- Support process improvement/rationalization to enhance productivity
- Support new initiatives and projects
- Global Co-ordination with other regions on day-to-day management , business reviews , planning and other processes
- Good understanding of CPB
- Good financial knowledge
- Experience in a similar role
- Understanding of Banking Products is an advantage
- Advanced MS based software knowledge particularly Powerpoint and EXCEL
16
Client Banking Specialist Resume Examples & Samples
- Facilitate the opening, closing & maintenance of client bank accounts
- Act as security administrator for online banking access
- Work closely with bank relationships
- Support the field with their banking related requests
- Audit online bank users and entitlements
- Bachelor degree preferred
- Knowledge of banking services: Positive pay, remote deposits, wire transfers, ACH, lockbox, etc
- Commercial real estate experience preferred
- Excellent analytical, mathematical & organizational skills
17
Banking Specialist Resume Examples & Samples
- Conducts daily banking responsibilities
- Communicates effectively with AHQ Sales Audit via phone and e-mail
- Provides feedback on balancing and procedures to Frontline (Cashier/CS) employees. Notifies management of any questionable discrepancies
- Coordinates and conducts daily membership entry and updates
- Assists with employee records and time keeping
- Prints and routes/posts reports in a timely manner
- Organizes and cleans office
- Trains Operations Staff as needed
- A detail orientation in performing accurate transactions and in following REI policies and procedures
- Ability to communicate effectively and cooperate with others
- Uses effective work methods and consistently meets commitments
- Employs sound judgment and decision making skills
- Effective communication skills-- clear, concise, and positive
18
International Banking Specialist Resume Examples & Samples
- Bachelor's degree or five years of equivalent work experience
- Very strong knowledge of international banking products, services and general bank operating policies and procedures
- Strong relationship management skills
- Excellent PC skills including and especially spreadsheet and database manipulation
- Well-developed ability to integrate knowledge, anticipate outcomes and use personal judgment
- Excellent organizational skills, ability to be flexible, prioritize, manage multiple requests and/or projects concurrently, meet deadlines.
- Ability to be flexible in a fast moving, changing environment.
- Strong team player
19
International Banking Specialist Resume Examples & Samples
- Three to five years of experience in international banking services or financial services industry
- Thorough knowledge of specific international banking products, services and general bank operating policies and procedures
- Excellent PC skills including spreadsheet, word processing and database manipulation
20
Banking Specialist Resume Examples & Samples
- Knowledge of UW financial systems
- Knowledge of CashPro, SinglePoint and CEO banking platforms
- Experience working at the institutional level of an organization
- SQL experience
21
Banking Specialist Resume Examples & Samples
- Proven success in highly regulated financial services sales environment
- Understanding of personal banking products, specifically mortgages
- Outstanding communication skills and a strong client focus
- Strong analytical problem solving skills and a commercial mindset
- A focus on continuous process improvement and excellence; and tertiary qualifications in a related field
22
Personal Banking Specialist Resume Examples & Samples
- Provide high quality face-to-face customer centric service to retail banking customers
- Convert enquiries into sales opportunities and ensure the highest level of service
- Provide full transparency and feedback in relation to task resolution
- Ad hoc duties as required
23
International Banking Specialist Resume Examples & Samples
- Bachelor's degree or five years of equivalent work experience
- Very strong knowledge of international banking products, services and general bank operating policies and procedures
- Strong critical thinking, analytical, organizational, problem-solving skills
- Strong relationship management skills
- Excellent PC skills including and especially spreadsheet and database manipulation
- Excellent verbal and written communication skills
- Well-developed ability to integrate knowledge, anticipate outcomes and use personal judgment
- Excellent organizational skills, ability to be flexible, prioritize, manage multiple requests and/or projects concurrently, meet deadlines.
- Ability to be flexible in a fast moving, changing environment.
24
International Banking Specialist Resume Examples & Samples
- Five or more years of experience in financial services industry
- Excellent verbal, written, and interpersonal communication skills
- Exceptional customer service skills
- Experience with department-specific systems
- Superior knowledge of departmental and bank products and services
- Proven credit support skills
- Supervisory experience
25
Fair Banking Specialist Resume Examples & Samples
- Conducting statistical analysis reviews of the Bank’s deposit and lending products, complaints, marketing materials and related initiatives to ensure compliance with Fair Banking practices
- Responsible for reviewing and analyzing a wide variety of organization policies and procedures to ensure compliance with legal and internal standards for Fair Banking and UDAAP
- Conducting statistical regression, comparative file review, redlining, and steering analysis across the Bank’s product offerings
- Will conduct trending analysis of all Bank received complaints to determine if any patterns or practices are identified
- Maintaining a Fair Banking Risk Assessment
- Assisting the Fair Banking Manager in conducting on and offsite Fair Banking and UDAAP training for designated staff
- Working collaboratively with the Compliance Department to stay abreast of changes in laws and regulations and regulatory enforcement actions impacting Fair Banking and UDAAP
- Strong interpersonal skills for liaison and training functions
- Significant experience in Microsoft Excel, Word, PowerPoint, and/or CRA and Fair Lending Wiz for data analysis and reporting functions
- Ability to work effectively on a team, as well as independently
- Must have proficient verbal and written communication skills
26
Internet Banking Specialist Resume Examples & Samples
- Customer service skills
- Knowledge of the Internet
- 1+ years experience in Customer Service, Sales, and/or Banking; or 30 college credit hours
27
Japanese Banking Specialist Resume Examples & Samples
- Provides technical assistance to Web Direct customers by phone, researching and troubleshooting problems with wire transactions. Acts as liaison between multi-national customers and Bank of the West's Treasury Department for the purchase of Euro's or other investment products
- Calls on potential and existing multi-national customers over the phone, as assigned, to develop new business (deposit and fee income) and retain existing business (portfolio maintenance). Supports the Bank's sales objectives and campaigns by selling or cross-selling all Bank products. Identifies opportunities to refer customers and potential customers to other units of the Bank to provide services that meet their needs. Coordinates introduction of customer/prospect to appropriate Bank personnel, and follows up to ensure their needs are met
- Works closely with Corporate Services, Treasury, Trust and other major areas of the Bank to promote the sale and implementation of complex, financial products and services. Provides assistance to customers with Call accounts and Foreign Exchange transactions by contacting the Treasury and Global Payment Services departments. Acts as a liaison between customers and Bank of the West's Treasury Department for the purchase of Euro's or other investment products
- Provides product or service information to multi-national customers and ensures that they receive the best possible service
- Recommends approval for daylight overdraft and forward contract credit lines by analyzing financial statements
- Resolves unusual or non-routine inquiries to ensure customer satisfaction
- Generates GL (general ledger) tickets to reverse fees or adjustments, to reconcile suspense and IBT (interbank transfer) accounts. Prepares paperwork to establish day/night overdraft line or value dated wires. Enters data into account analysis worksheet
- Ensures positive public perceptions of the Bank by extending a courteous greeting and welcome to customers and by providing accurate and timely customer service; answers telephone inquiries or directs telephone inquiries to appropriate personnel; researches and resolves customer problems
- Participates in community and business functions/groups to ensure a positive image for the Bank within the designated marketplace. Ensures compliance with CRA outreach program
- Handles daily management of operational account activities and make recommendations as to exposure and possible risk to the bank on customers' accounts wire transfers, overdraft conditions and uncollected funds usage. Approves checks and wires under assigned authority. Handles complex operational duties
28
Mobile Banking Specialist, Manulife Bank Resume Examples & Samples
- Sell and promote Manulife One, Manulife Bank Select and associated lending solutions
- Develop a consumer client base to facilitate direct sale of lending solutions
- Ensure seamless delivery to the client and ensure flow of business is directed to the appropriate servicing unit
- Act as a conduit for feedback from the field by identifying ideas for improving existing products and services and new product opportunities
- Partner with Business Development Consultant and other banking specialists to build advisor interests in Manulife Bank debt management and deposit solutions
- Solid underwriting experience with residential mortgages (3-5 years)
- 5 or more years of financial services experience is preferred or in a sales/service capacity
- Proven consultative sales capability – including establishing a relationship with the client, conducting needs analysis and presenting solutions with strong closing and servicing skills
- Aptitude for learning and utilizing technology for business purposes
- Exceptional oral and written communication skills to translate complex technical issues and business definitions into concepts and procedures readily understood and accessible to a general audience
- Analytical and decision making skills
- Effective change management and organizational skills in order to manage fluctuating workloads
- Excellent customer and relationship management skills
- Highly developed influencing and negotiation skills
29
E-banking Specialist Resume Examples & Samples
- Assists branch employees with E-Banking related issues
- Verify, order, and process ATM/debit cards
- Verify and enroll customers in Internet Banking
- Perform routine maintenance requests from customers and branches on ATM/debit cards
- Perform routine maintenance requests on customer accounts in Voice and Internet Banking
- Scan and Index e-Banking forms
- Answer customer service related telephone calls when necessary
- Maintain good punctuality and attendance at work
- Ability to work without close supervision
- Ability to adapt well to change
- Responds promptly to customer needs
- Ability to troubleshoot issues on standard accounts
- Demonstrates accuracy and thoroughness
- Treats people with respect
- Follows Bank policies and procedures
- Commits to long hours at work when necessary to reach a goal
- Effective verbal and written communication skills to deal appropriately with internal and external customers
- One (1) year work experience with computers
- Minimum of six (6) months customer service related experience
- Available to work non-standard work shifts
- Available to work extended hours as necessary
30
Branch Banking Specialist Trainee Resume Examples & Samples
- Rotates among branches to learn the essential job functions of Teller, Financial Service Representative, and Operations
- Becomes familiar with the appropriate policies, procedures and practices of Retail banking. Gains knowledge of Retail Banking’s business characteristics
- Works closely with Training and retail banking staff to enhance knowledge and develop skills
- May complete classroom and/or project assignments
- Education: College degree with business classes preferred, but not required
- Experience: Some cash handling, retail customer service, or sales experience required. Banking experience is a plus
- Skills/Ability: PC literate and typing proficient. Detail-oriented, strong communication skills and ability to function in a team environment. Bilingual English/Chinese (Mandarin or Cantonese) required. Very good written and verbal communications and interpersonal skills. Able and willing to commute within 30-miles radius of the home office located in Rosemead, CA
31
Client Daily Banking Specialist Resume Examples & Samples
- Experience - min. 2 years in wholesale financial services/ banking
- Languages - fluency in Slovak, English and Hungarian
- Have a good knowledge of banking products
- Efficient team player
- Ability to work under stress
- High sense of responsibility
32
Electronic Banking Specialist Resume Examples & Samples
- Process Premium Business Online Banking enrollment and maintenance forms
- Process Retail Online Banking enrollments and exception workflows
- Process all Business and Retail Online Banking Bill Pay applications
- Respond to employee and client requests (phone and email) for electronic banking service information. Assist employees and clients with technical problems and troubleshooting of online and mobile banking problems
- Ensure Bank policies and procedures are followed in regards to risk management and confidentiality of customer information
- Support other members of the Bank as needed
- Structure and prioritize tasks effectively and manage time efficiently
- Evaluate current procedures and recommend changes to improve efficiencies
- Serve as a back-up to other Electronic Banking employees
- Meet all Service Level Agreements (SLA’s) executed between Electronic Banking and other internal departments
- Multi-task in a fast pace environment, ensuring the highest level of quality and service
- Cross-train other in other areas of Electronic Banking
33
Transaction Banking Specialist Resume Examples & Samples
- Provide user training in conjunction with implementation of MUFG Innovation, Lockbox, Direct Deposit of payroll, Controlled Disbursement, Positive Pay, nationwide Lockbox and ACH services
- Confirm Forex-wire application instructions with customers
- Review CMS billings for accuracy; especially, for those with special charges
- 2-3 year experience in servicing cash management and other deposit services
- Knowledgeable of overall payment systems and the related operations and good understanding of desktop applications are required
- Bilingual capability in Japanese/English desirable
34
Municipal Banking Specialist Resume Examples & Samples
- Associate degree in related field preferred/High School diploma or equivalent required
- Previous banking experience required
- Treat all internal and external customers with respect
- Must demonstrate positive intent on the job
- Must have the ability and willingness to understand and identify with organizational values
- Must be motivated to consistently respond to issues in an accurate, timely, courteous and creative manner
- Experience in MS Word, Excel, Microsoft Outlook e-mail
- Clear understanding of deposit and investment regulations of municipalities including FDIC insurance coverage and collateralization requirements
- Ability to generate a high volume of work
- Professional in appearance and manner
- Must be accurate, reliable and organized
- Ability to write business correspondence
- Ability to follow through and complete reports and assignments
- Work closely with local sales force to each community within the specific region in identifying potential depositor leads
- Assist local deposit sales force (branch managers, commercial loan officers and business development officers, etc.) with sale to commercial and municipal customers with average deposits of $2,000,000 and under
- Be available to make face to face calls on customers and prospects throughout the territory
- Coordinate problem resolution with customer, local deposit sales force, and bank office operational support
- Be knowledgeable of various treasury management products- cash management, Ebanking and merchant services
- Be able to analyze current and potential customers’ banking needs and to recommend suitable Chemical Bank products
- Assist with the preparation of paperwork for all calls
- Assist TM team with eBanking installations and demonstrations for clients
- Ability to analyze current and potential customer’ banking needs and to recommend appropriate treasury management products
- Above average computer literacy
- High level of expertise with Microsoft Office programs such as Word, Excel, PowerPoint and Publisher
- Demonstrated problem solving and resolution skills
- Demonstrated sales and relationship building skills
- Bachelor’s degree with major in Sales, Marketing, Management, Finance or Accounting is preferred, or a minimum of 5 years of banking experience
- Minimum 2 to 5 years of sales experience
35
Correspondent Banking Specialist Resume Examples & Samples
- Provide customer service, administrative and clerical support to the Correspondent Banking Department
- Address inquiries, problems, concerns and service existing accounts
- Complete research, account adjustments and notifications, account entries as requested by clients, input fees, etc
- Review documentation and send to clients as requested
- Coordinate with various bank departments to ensure timely resolution of issues and problems
- Be adaptable and take on additional assignments as needed
36
Banking Specialist Resume Examples & Samples
- Educational background in Finance or Business Economics
- Fluent in English to an exceptional level of proficiency; able to conduct and conclude highly technical discussions and agreements
- Self-starter able to work with minimal supervision
- Prior experience managing multiple stakeholder relationships
- Able to adapt style and approach in order to work effectively with internal and external stakeholders from a variety of different cultures
- Able to demonstrate unrelenting tenacity to drive business objectives and deliver results
- Willingness to work flexibly, and undertake frequent global travel, as deemed necessary
- Knowledge of agile implementation in an IT or Finance environment
- Good knowledge of banking products and systems, high familiarity with in-country regulatory frameworks
37
Wealth Management Banking Specialist Assistant Resume Examples & Samples
- Support a Wealth Management Advisor, Personal Trust Specialist, and/or Private Banking Specialist
- Responds to account inquiries, performs account maintenance, and executes transactions (transfers, withdrawals, distributions, wires, payments, fee waivers) within delegated authority or applicable department guidelines, escalating to the assigned Advisor or Specialist any requests outside specified norms or items requiring signature and approval
- Prepares and/or reviews client account documents for meetings between the Specialist and client, focusing on completion of signatures, accuracy, and fulfillment of standard regulatory and compliance guidelines
- Where applicable, uses familiarity with bank departments, products, and services to offer additional product options to address client concerns, ensure optimum mix of products and services, and ultimately maintain and expand the relationship through client satisfaction
- Utilizes knowledge gained through training and experience to provide timely problem research and resolution
- Where applicable, quotes rates on products and opens new accounts
- Sets up and maintains client files, ensuring appropriate documentation and client records are kept up-to-date
- May be assigned department-related duties handling credit, loan, or other specialty support functions with proven performance and skill
- Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer’s normal account activity, as appropriate for this position
38
Banking Specialist Resume Examples & Samples
- Activation of various financial instruments on IT platform
- Getting to know all the process-related procedures with regards to highest quality requirements
- Enthusiastic approach within the most important project initiatives carried out in the respective Operations area
- Regular contact with client partners
- Active contribution towards developing a highly-motivated team of process specialists
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Digital Banking Specialist Resume Examples & Samples
- Responsible for supporting Online Banking, Mobile, Small Business, BillPay, ATM Deposit Automation and Payments (i.e. Apple Pay.)
- Continuously monitor digital trends relevant to banking and assess opportunities
- Day to Day trouble shooting, research and implementation of new enhancements and upgrades
- Support all upgrades and enhancements to existing platforms
- Work with the digital support areas to increase knowledge and performance
- Will work closely with other Business Owners/Partners on specialized projects
- Accepts other duties as assigned
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Banking Specialist Resume Examples & Samples
- Oversee and manage a portfolio of branch offices
- Receive and process requests to open, close and update bank accounts
- Monitor return of bank documents
- Manage Bank Information in Complete Control for Communities (C3)
- Update signature cards as requested
- Review 90 day stale dated checks, submitting stop payments and void forms to Accounts Payable along with a monthly report to branch personnel
- Track renewal dates, provide branch personnel a monthly investment listing report
- Perform bank reconciliations as needed
- Monitor bank balances for FDIC Insurance coverage and send branch personnel a monthly report
- Knowledge of working with banks and multiple entities
- Knowledge of accounting principles, practices, and procedures (US GAAP)
- Knowledge of Microsoft Office products (Word, Excel, Outlook, etc.) at a proficient level
- Knowledge of conflict resolution techniques at a proficient level
- Professional communication skills (phone, interpersonal, written, verbal, etc.)
- Professional customer service skills
- Self-motivated, proactive, detail oriented and a team player
- Time management and time critical prioritization skills
- High School Diploma or GED Required
- 0 – 3 years of directly related or closely related experience
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International Banking Specialist Resume Examples & Samples
- Bachelor’s Degree in applicable major field of study (finance, accounting, business administration) required or equivalent applicable progressive experience
- Strong international banking background with five or more years of experience conducting business with foreign-owned companies; strong credit skills, with ability to structuring international-related transactions
- Position requires advanced knowledge of practices, rules and regulations pertaining to the international finance industry and a strong knowledge of industry structure, covenants, pricing, and BSA/KYC regulations
- Strong communication skills and ability to make presentations of products and services and provide training to bankers
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Transaction Banking Specialist Resume Examples & Samples
- Proof and Reconciliation
- Reconcile Mellon Bank (Controlled Disbursement and Lockbox) accordingly to given reports, ensure the accounts are properly entered, and resolve all discrepancies in accordance with established procedures
- Reconcile the ‘in house’ Bank accounts and resolve all discrepancies in accordance with the established procedures
- Make necessary adjustments in accordance with authenticated instructions and ensure the accounts are properly settled
- Ensure all documents to Head Office are in compliance with their regulations
- Process Proof & Control Proof
- Process ACH WIP & UB Proof
- Process New York, Chicago, and Los Angeles Inclearing Proof daily
- Fee Processing
- Responsible for processing transactions based on instructions from Front Office and Internal Departments
- Ensure that the instruction received is entered into the OVS System correctly and in a timely matter
- Investigations
- Responsible for the opening and closure of Investigations received by MUFG branches
- Review and process internal and external Customer’s claims, ensuring that adjustments are executed in accordance with procedures and applicable internal regulations
- Log each Investigation daily and the reconciliation of Federal Reserve Bank, and other bank’s discrepancies in accordance with established procedures
- Quality Control
- Foster and maintain emphasis on our “Power of Teamwork” - BEST ongoing initiative. Document accomplishments
- Undeliverable Mail
- Redirect Mail that has been returned to our NJ/NY mailroom as undeliverable mail
- Minimum 1-2 years back office operations experience
- Proficiency in MS Word and Excel
- Strong Accounting Skills
- Education: High School Diploma
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Client Banking Specialist Resume Examples & Samples
- Promptly and efficiently handle all new account set up requests by scheduled due date
- Obtain signatures from both internal and external parties for account set up
- Read contracts and set up accounts per contract request
- Regularly update software and management of account status
- Partner with internal compliance resources to ensure all relevant financial controls are being followed
- Develop and manage relationships with banks, internal departments, clients and vendors relevant to Client Banking
- Key understanding of banking procedures including the following: Wire/ACH/Book transfers, Positive Pay, Lockbox, Online account administration, Certified checks, Account opening/closing
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Tranaction Banking Specialist, Specialist Resume Examples & Samples
- Perform MUFG Innovation setup (including adding/modifying/deleting Wire Transfer templates). Provide user training in conjunction with implementation of MUFG Innovation, Lockbox, Direct Deposit of payroll, Controlled Disbursement, Positive Pay, nationwide Lockbox and ACH services
- Perform investigations and process customer lifting charges related to wire transfers. Purchase currencies through RET system
- Coordinate with customers and FX Group to determine an exchange rate (for incoming and outgoing funds)
- Provide training and support for the Test Plus application
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CSC Online Banking Specialist Resume Examples & Samples
- Provides a high level of customer service to all Online Banking end users
- Handles all online banking call volume for the Customer Service Center
- Uses strong written communication skills to reply to internal and external email inquiries in a timely and efficient manner
- Serves as a service liaison between Eastern Bank Online customers and all third party service providers
- Processes new online account set-ups and performs on-going maintenance to existing online accounts
- May be required to assist other areas of the call center on an as needed basis
- Associate’s Degree or related knowledge/skills base gained through experience required
- Minimum of 3 years customer service experience
- Previous retail banking and/or call center experience preferred
- Must have a strong understanding of Online Banking services
- Computer proficiency, including web navigation and keyboarding skills a must
- Superior customer service skills required
- Proficient with Internet terminologies and navigation
- Ability to learn new concepts quickly and easily in a fast growing environment
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International Banking Specialist Resume Examples & Samples
- Performs a variety of duties relating to the processing of International banking products, services and related functions consistent with applicable regulations, policies and procedures
- This positions products and services will include clean collections, foreign currency drafts and foreign cash letter items
- Communicates both verbal and written with all parties concerned to resolve discrepancies and / or to obtain necessary approvals
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Wealth Management Banking Specialist Resume Examples & Samples
- Proven results exceeding goals in a client-centric, results-driven environment
- Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service
- Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
- Proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
- Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
- Applies strong critical thinking and problem-solving skills to meet clients’ needs
- Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
- Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
- Ability to learn and understand technology to assist clients with digital banking
- Experience in the financial services industry and prior knowledge of financial services industry, products and solutions
- Knowledge of banking (credit and deposit) products and services, including digital banking capabilities
- Prior sales experience in a salary plus incentive environment with individual goals where goals were met or exceeded routinely
- Prior experience providing excellent service to clients
