Jobs in Union County

About The Position

Requirements

• 1+ year(s) of banking or financial services experience.
• Proficiency in Excel and basic computer technologies.
• Exceptionally organized - managing account details, documentation, and customer requests with accuracy and care.
• Solve problems with curiosity - digging into discrepancies or unusual activity until you find clear, data-backed answers.
• Work independently - self-driven and dependable, able to prioritize tasks and deliver results with minimal supervision.
• Communicate with empathy and clarity - turning complex banking processes into simple, reassuring experiences for customers and teammates alike, and de-escalate customer concerns effectively.
• Adapt quickly - learn and understand bank policies, procedures, and regulatory requirements, along with banking and online account opening platforms to comfortably navigate multiple systems while assisting customers.
• Curiosity and a willingness to evolve with new tools and technology, including AI.

Nice To Haves

• Enjoys solving problems
• Enjoys spotting inconsistencies before they become issues
• Enjoys providing exceptional customer care
• Finds satisfaction in accuracy
• Loves organizing information
• Takes pride in building trusted banking relationships
• Enjoys working autonomously
• Enjoys uncovering small discrepancies
• Enjoys seeing tasks through to completion

Responsibilities

• Deliver outstanding customer service through accurate transaction processing, thoughtful account maintenance support, and timely resolution of discrepancies or disputes.
• Monitor online deposit accounts by reviewing documentation and account activity for potential fraud while ensuring compliance with banking policies, procedures, and regulatory requirements.
• Conduct deposit reviews and audits, analyze data and produce clear, actionable reports.
• Perform third-party vendor due diligence to ensure partners meet our standards for security, compliance, and reliability.
• Act as a bridge between teams, collaborating with the Contact Center and internal departments to resolve issues and streamline communication.
• Keep policies current through ongoing updates to account disclosures and bank procedures to align with evolving laws and regulations.

Benefits

• Health and dental coverage
• 401(k) match
• PTO
• Paid holidays
• Wellness program
• Monthly WFH reimbursement