Overview
A remote position is available for a Client Banking Specialist - Check Registers. This role involves compiling, calculating, reconciling, and posting financial data to maintain client banking records and produce financial reports. The specialist will also support the Director of Client Banking in daily activities to achieve quality and production goals.
Responsibilities
- Produce check run reports
- Update tracking of all client check runs
- Distribute client notifications for check runs daily and in a timely manner
- Release check runs as client authorizations are received accurately and promptly
- Adhere to department policies and procedures
- Provide backup support and perform other duties as assigned
- Deliver excellent customer service by demonstrating core values
- Provide timely and thorough follow-up with internal and external customers
- Escalate difficult issues appropriately
- Perform quality assurance by reviewing and auditing other employees' work
- Participate in staff and cross-departmental meetings to ensure client financial standards are met
- Serve on committees, work groups, or process improvement teams as assigned
- Identify and report trends outside quality parameters to supervisors
- Conduct self-quality monitoring and develop plans to meet goals
- Provide ongoing feedback to optimize quality performance
- Develop or improve internal processes to enhance quality
Requirements
- High School Diploma required
- Minimum 2 years of related work experience
- Prior bank reconciliation experience strongly preferred (e.g., Business Banking, Treasury Management, Funds movement process)
Skills and Abilities
- Ability to reconcile funding accounts and transactions
- Working knowledge of Microsoft 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
- Strong analytical skills for problem resolution
- Effective communication and interpersonal skills
- Strong attention to detail
- Positive attitude with above-average customer service skills
- Ability to meet deadlines, handle stress, and interact professionally
Compensation and Benefits
- Multiple health plan options
- Company-paid employee premiums for disability and life insurance
- Parental leave policy
- 20 days paid time off to start plus 10 paid holidays
- Tuition reimbursement
- 401(k) company contribution
- Company-paid short and long-term disability plus life insurance
- Professional development and continuous learning opportunities
- Opportunities to participate in diversity and inclusion initiatives
Location
- This is a 100% remote position
Equal Opportunity
The employer is an equal opportunity organization. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Note for Recruitment Agencies
Applications from agencies or business partners will only be accepted if invited to work on this specific role. Unsolicited candidate resumes submitted directly to hiring managers will not be considered and no fee will be payable.