Private Agreement Solutions Associate

First National Bank Alaska • Anchorage, AK

1d

About The Position

First National Bank Alaska is hiring an Associate for its Private Agreement Solutions New Accounts Unit. The team provides private note servicing to business customers, including a secure way to make and receive payments and store legal documents. The position provides advanced support for one key Private Agreement Solutions function and general support across areas that may include new accounts, customer service, support, and accounting.

The successful candidate will provide customer service, handle incoming calls and customer traffic, and perform administrative work such as routing mail, scanning and indexing, processing payments, data entry, filing, and assembling mailing packets. The role also requires communicating professionally and courteously, listening carefully, following directions, managing time, and staying organized and detail-oriented.

The position handles complex customer questions and servicing issues, prepares correspondence and supporting documents, reviews and reconciles reports, researches errors and account activity, and maintains knowledge of relevant regulations and bank procedures. It may also involve reviewing the work of less experienced employees and providing training and guidance. The stated minimum salary is $23.45 per hour, with the offer based on experience. The schedule is Monday through Friday, 8 a.m. to 5 p.m.

Requirements

• At least three years of total experience, including at least one year in Private Agreement Solutions, real estate, the financial industry, or a related area; or an equivalent combination of education, training, and experience.
• Ability to keyboard at 40 words per minute.
• Ability to operate a 10-key calculator.
• Experience with word-processing and spreadsheet software.
• Ability to read and interpret business, professional, technical, and regulatory materials.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to present information effectively and respond to questions from managers, customers, and the public.
• Ability to apply fractions, percentages, ratios, and proportions to practical situations.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret technical instructions, including mathematical or diagrammatic instructions, and work with abstract and concrete variables.
• Ability to communicate effectively verbally and in writing, manage incoming calls, take accurate messages, greet customers, and direct incoming traffic.
• Ability to perform administrative tasks such as routing mail, scanning and indexing, processing payments, data entry, filing, and assembling mailing packets.
• Ability to listen and follow directions, manage time effectively, stay organized and detail-oriented, and present oneself professionally, in a friendly and courteous manner.
• Ability to meet the physical demands of the job, including occasionally lifting or moving up to 25 pounds.

Nice To Haves

• First National Bank Alaska Private Agreement Solutions experience.

Responsibilities

• Assist internal and external customers with complex Private Agreement Solutions questions.
• Prepare necessary correspondence and provide supporting documentation.
• Research and address complex and unusual loan and Private Agreement Solutions servicing issues and customer complaints, referring only the most complex issues to a supervisor.
• Review and reconcile reports; identify, research, and resolve errors and inconsistencies.
• Analyze account activity and prepare statements as necessary.
• Stay current on relevant regulatory requirements, bank procedures, and policies.
• May review lower-level employees’ work and provide training and guidance.
• Perform other work-related duties as assigned by the supervisor.
• Complete compliance training on time and comply with applicable laws, regulations, and bank policies and procedures.
• Protect confidential information and maintain customer confidence and the security of bank operations.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed