US Tech Solutions
Account Specialist in Small Business Banking
Job Description
Elevate your career as an Account Specialist in Small Business Banking, contributing to compliance and customer support. This vital back-office role ensures accurate account management and high-quality experiences for clients.
Reporting to the Manager of Deposit Compliance Remediation, you will conduct thorough account reviews and update customer information to maintain regulatory compliance. With a focus on accuracy, you will document all activities and collaborate with internal partners to resolve account issues, ensuring a seamless experience for customers.
Key Responsibilities:
• Conduct detailed reviews of customer accounts for discrepancies
• Complete required next steps following compliance guidelines
• Accurately document all account activities and interactions
• Ensure documentation reflects client intent correctly
• Collaborate with internal teams to resolve account-related issues
Requirements:
• 1+ years of relevant work experience in banking or fi...
Reporting to the Manager of Deposit Compliance Remediation, you will conduct thorough account reviews and update customer information to maintain regulatory compliance. With a focus on accuracy, you will document all activities and collaborate with internal partners to resolve account issues, ensuring a seamless experience for customers.
Key Responsibilities:
• Conduct detailed reviews of customer accounts for discrepancies
• Complete required next steps following compliance guidelines
• Accurately document all account activities and interactions
• Ensure documentation reflects client intent correctly
• Collaborate with internal teams to resolve account-related issues
Requirements:
• 1+ years of relevant work experience in banking or fi...