Account Management Operations Representative - Private Bank Banking Onboarding & Maintenance
About The Position
This job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex issues and escalations. After a client sends an onboarding or maintenance request through our internal systems, the Private Bank Banking Onboarding & Maintenance team confirms the documents are in good order, opens or updates account information per the request, and initiates required communications. This team completes a high volume of work within the same day up to 24 hours.
Requirements
- Minimum 6 months’ experience, studies, or knowledge in operations, banking, account management and customer service
- Basic understanding of account opening process and policies
- Experience finding and resolving data inconsistencies in highly detailed client provided documents and internal bank systems
- Experience following standard operating procedures
- Experience interacting with partners via email and chat
Nice To Haves
- Financial Center experience
- Experience handling heavy caseloads and executing tasks within the same day up to 24 hours
- Experience using Microsoft Excel to analyze data, create lists and track results
- Experience using multiple systems and applications to complete individual tasks accurately and efficiently
- Ability to apply knowledge to improve processes
Responsibilities
- Performs onboarding or maintenance of accounts by confirming accuracy, completeness and risk assessment of documentation or client account information
- Finds criteria to approve/decline the request for account opening according to the established written guidelines and procedures
- Researches and resolves data errors by applying procedures and engaging support partners when needed
- Responds to internal business partner inquiries related to service requests via email and escalates more challenging issues to leadership as needed
- Independently manages a case load of onboarding or maintenance requests, by prioritizing tasks according to due dates and other factors to ensure prompt completion of work
- Develops an understanding of the process flow from start to finish, including the purpose of key steps, basic process controls, and how their work connects to upstream and downstream activities within the immediate work group
Benefits
- affordable, competitive and flexible benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
