Commercial Deposit Support Specialist, Consolidated Deposit Operations (Hybrid - Federal Way, WA)

Homestreet Bank • Federal Way, WA

309d • $25 - $40 • Hybrid

About The Position

The Commercial Deposit Support Specialist will be responsible for delivering a high level of customer service to Commercial Banking clients across multiple business lines. The Commercial Deposit Support Specialist is responsible for providing a wide variety of support to Loan Officers and Retail Branch staff related to the service and implementation of all cash management products and services and all business banking products. Provide superior service to clients before, during, and after implementation of cash management and banking products. May act in a leadership role in the absence of the Commercial Deposit Manager. The Commercial Deposit Support Specialist will also participate in projects as required.

Requirements

• Minimum 5 years' experience in the financial industry and/or related customer service or commercial banking, with knowledge of commercial deposit products and services.
• Ability to work independently, set priorities and handle multiple tasks.
• Must be dependable in completing tasks with strong attention to detail and accuracy.
• Must possess excellent judgment, and the ability to accept responsibility and handle confidential information.
• Must possess excellent communication skills and customer service skills with a high level of professionalism, whether over the phone, in person, or in writing.
• Must be proficient in Word, Excel and PowerPoint programs.
• Superior problem solving, researching, and decision-making skills.
• Passionate, self-starter, and independent thinker who has the desire to work in a fast-paced organization.
• Strong ability, desire and enjoyment in working with others as part of a diverse team as well as independently.
• Desire to serve and act in the best interest of the client and effectively manage client relationships.

Responsibilities

• Opens and maintains deposit accounts (checking/savings/money market/CDs) for all Commercial Banking clients in accordance with regulations (U.S.A. Patriot Act, BSA/AML, etc.) and audit requirements.
• Functions as the primary point of contact for all Commercial Banking lines of business at HomeStreet Bank across multiple regions.
• Escalates issues to other areas of the bank as appropriate.
• Handles incoming and outgoing wire transfer research requests; works directly with vendors and internal departments to resolve any wire transfer or Cash management issues in a timely manner.
• Provides technical assistance to new and existing Cash Management clients, including password reset requests, RSA token registration and PIN reset requests, Remote Deposit Capture software downloads, reviewing formatting of NACHA files and Positive Pay check issue files.
• Reviews daily overdraft reports, communicates results to Commercial Banking team members, CDS Manager and Operations Support for additional action, if necessary.
• Assists Commercial Banking team members with applications for credit cards; obtains additional information from clients as needed and follows up with the credit card vendor.
• Manages the client implementation process by preparing contracts and set up documents, scheduling and tracking implementation of new Cash Management service.
• Monitors daily and monthly Cash Management and banking reports to ensure appropriate action is taken.
• Prepares and completes annual reviews of customer limits.
• Other duties as assigned.

Benefits

• Medical, dental, and vision coverage for employees and their families.
• Life, disability and family Leave.
• 401(k) and Roth 401(k) with employer match.
• Wellness program, employee assistance program, 'Commute Trip Reduction' (CTR) and various employee discounts.
• Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work.
• Free employee checking account and employee home loan discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities