Client Banking Specialist

Overview

This role involves clerical support within Client Banking operations, including collecting and processing incoming check payments and preparing outgoing check payments. The position also assists the Client Banking Manager with daily activities to support team outcomes and meet quality and production metrics.

Position Location: 100% remote

Responsibilities

• Produce and distribute check run reports to clients daily
• Produce check run reports
• Update tracking for all client check runs
• Release check runs as client authorizations are received timely and accurately
• Distribute client notifications for check runs daily and timely
• Adhere to department policies and procedures
• Back up and perform other duties as assigned

Customer Service

• Serve as a role model by demonstrating core values in customer service delivery
• Provide timely and thorough follow-up with internal and external customers
• Appropriately escalate difficult issues up the chain of command

Quality Assurance

• Perform review and/or audit of other employees’ work to ensure quality and procedural measures are being met
• Actively participate in Client Banking team meetings and cross-departmental meetings as necessary
• Recognize and alert the appropriate supervisor of trends within scope of responsibility that fall outside of quality parameters
• Perform self-quality monitoring to develop and execute plans to meet established goals
• Provide ongoing feedback to help optimize quality performance

Note: This job description does not state or imply that duties are limited to those listed. The employee will be required to follow other instructions and perform other duties requested by their supervisor.

Requirements

• High School Diploma required
• 2+ years related work experience required
• Prior banking reconciliation experience strongly preferred (e.g., Business Banking, Treasury Management, Funds movement process, etc.)

Skills and Abilities

• Ability to reconcile funding accounts and transactions
• Working knowledge of Excel, Word, and Access
• Basic bookkeeping knowledge
• Proficient in 10-key and typing skills
• Ability to follow up on assigned work and obtain proper review and approval
• Ability to gather and analyze information for problem resolution
• Proficient communication and interpersonal skills
• Strong attention to detail
• Positive attitude and above-average customer service skills
• Ability to meet deadlines, handle stress, and interact professionally with others

Compensation & Benefits

• Multiple health plan options
• Company-paid employee premiums for disability and life insurance
• Parental Leave Policy
• 20 days PTO to start / 10 paid holidays
• Tuition reimbursement
• 401k company contribution
• Company-paid short & long-term disability plus life insurance
• Professional development initiatives / continuous learning opportunities
• Opportunities to participate in and support diversity and inclusion initiatives

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Recruitment Agency Notice

Recruitment agencies: applications will only be accepted from agencies/business partners that have been invited to work on a specific role. Candidate resumes/CVs submitted without permission or directly to Hiring Managers will be considered unsolicited and no fee will be payable.