Private Agreement Solutions Representative

First National Bank Alaska • Anchorage, AK

3d

About The Position

First National Bank Alaska is hiring a Representative for its Private Agreement Solutions Client Services Team. The team provides private note servicing for business customers, including a secure way to make and receive payments and store legal documents. Under close supervision, the Representative supports a range of Private Agreement Solutions functions, which may include customer service, support, accounting, and new accounts. The role involves responding to inquiries, processing transactions, maintaining accounts, preparing correspondence and documentation, reviewing and reconciling reports, and assisting managers and administrators.

The position requires customer service and administrative skills, effective verbal and written communication, organization, time management, attention to detail, and a professional, friendly, and courteous manner. The minimum salary is $21.20 per hour; the job and salary offer are commensurate with job level and experience. The schedule is Monday through Friday.

The employee must stay current on relevant laws, regulations, guidelines, and bank policies; complete compliance training on time; and protect confidential information. The work environment is usually moderately noisy. The role includes regular sitting and hand use, frequent talking and hearing, occasional standing, walking, and bending or similar movements, and occasionally lifting or moving up to 25 pounds.

Requirements

• At least two years of administrative or clerical experience, including six months concentrated in financial services, Private Agreement Solutions, banking, real estate, or a related field.
• Customer service experience.
• Business-related education may substitute for up to one year of experience.
• Demonstrated word-processing and spreadsheet software skills.
• Good communication skills.
• Ability to keyboard 40 words per minute.
• Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, and governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals, and to present information and respond to questions from managers, customers, and the public.
• Ability to calculate discounts, interest, and percentages, apply basic algebra, and accurately read numbers.
• Ability to define problems, collect data, establish facts, draw valid conclusions, and interpret technical instructions involving abstract and concrete variables.
• Ability to perform the essential duties with or without reasonable accommodation.

Nice To Haves

• First National Bank Alaska Private Agreement Solutions experience.

Responsibilities

• Assist internal and external customers with inquiries and route them to appropriate subject matter experts.
• Prepare correspondence and supporting documentation, and perform Private Agreement Solutions account maintenance.
• Process the full scope of Private Agreement Solutions transactions and develop knowledge of related practices, procedures, and technology.
• Perform Private Agreement Solutions-specific duties and assist work-area personnel with special projects as assigned.
• Generate reports, compile statistics, summarize data for supervisor approval, and review documents for accuracy and conformity to standards when needed.
• Analyze and address servicing-related issues and customer complaints.
• Review, analyze, and reconcile reports; identify, research, and resolve errors and inconsistencies.
• Maintain records and log relevant information.
• Provide support to managers and administrators across Private Agreement Solutions functions.
• Stay current on pertinent regulations, guidelines, and bank policies; complete required compliance training and protect confidential information.
• Perform other work-related duties as assigned by the supervisor.

What This Job Offers

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