Specialty Banking Representative (Remote Eligible: AZ, KS, MO, NM, NV, TX)
About the position
Responsibilities
• Open new accounts and maintain/service existing accounts for the Specialty Banking Group (SBG).
• Handle third-party escrows, deposit account control agreements (DACAs), debtor in possession accounts, receivership accounts, 1031 accounts, and money service business (MSB) accounts.
• Review all disbursement request documentation for accuracy.
• Perform transactions requested including escrow and DACA disbursements.
• Process wire requests in dual control.
• Process check order and debit card requests.
• Review, maintain, and archive documentation including corporate documents, bank forms, agreements, and disbursements.
• Work on the pending EIN tracking list.
• Document investors list for third-party escrows.
• Track exception items and follow up on resolutions for these items.
• Communicate with other internal departments to ensure clients have all necessary products/services.
• Serve as a backup to other departments such as the HOA/PM Department & Specialized Deposit Services.
• Manage and prioritize multiple demands under pressure.
• Use good professional judgment to make decisions and solve problems.
Requirements
• High School Education or GED.
• 3 or more years of banking experience.
• Strong organizational skills.
• Excellent customer service skills.
• Good communication skills and ability to answer questions related to products and services.
• Detail-oriented with an understanding of new account documentation requirements.
• Good math skills.
• Ability to complete tasks within established timeframes.
Nice-to-haves
• Experience reviewing legal forms and documents is preferred.
Benefits
• Paid time off
• Volunteer time off
Apply Now
Apply Now
Responsibilities
• Open new accounts and maintain/service existing accounts for the Specialty Banking Group (SBG).
• Handle third-party escrows, deposit account control agreements (DACAs), debtor in possession accounts, receivership accounts, 1031 accounts, and money service business (MSB) accounts.
• Review all disbursement request documentation for accuracy.
• Perform transactions requested including escrow and DACA disbursements.
• Process wire requests in dual control.
• Process check order and debit card requests.
• Review, maintain, and archive documentation including corporate documents, bank forms, agreements, and disbursements.
• Work on the pending EIN tracking list.
• Document investors list for third-party escrows.
• Track exception items and follow up on resolutions for these items.
• Communicate with other internal departments to ensure clients have all necessary products/services.
• Serve as a backup to other departments such as the HOA/PM Department & Specialized Deposit Services.
• Manage and prioritize multiple demands under pressure.
• Use good professional judgment to make decisions and solve problems.
Requirements
• High School Education or GED.
• 3 or more years of banking experience.
• Strong organizational skills.
• Excellent customer service skills.
• Good communication skills and ability to answer questions related to products and services.
• Detail-oriented with an understanding of new account documentation requirements.
• Good math skills.
• Ability to complete tasks within established timeframes.
Nice-to-haves
• Experience reviewing legal forms and documents is preferred.
Benefits
• Paid time off
• Volunteer time off
Apply Now
Apply Now