Job Description
Job DescriptionThe Opportunity
Description
- Execute and submit client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues.
- Handle paying and receiving activities, including cash transactions and daily balancing activities, while fully understanding and adhering to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.
- Develop strong understanding of the required steps involved in each request, communicating with relationship management and NCSS teams as needed to obtain information necessary to properly execute requested activities.
- Maintain strong understanding of policies and procedures, addressing the requirements of each activity in a timely manner and in strict adherence with company and Wealth Management Risk Management and Compliance guidelines, promptly escalating any issues or concerns to management.
- Develop strong knowledge of various business applications critical to client and account servicing, including online tools, and actively seek to expand knowledge of the latest enhancements to companypartner and client technology and systems to maintain the highest standards of service.
- Assist with the maintenance and servicing of Safe Deposit Boxes in offices where available.
- Stay informed of new and existing companyand Wealth Management products, services, and compliance requirements to respond to client inquiries and assist in recommending services that help expand overall client relationships.
- Monitor banking reports and provide assistance with banking audits as directed by the Team Leader or Manager.
Experience Required for Your Success
Requirements:
- Knowledge of federal regulation banking guidelines banking operations products and services acquired through related work experience is preferred.
- Strong client service skills problem solving and organizational skills are required to identify research and resolve requests.
- Ability to think critically and to work well independently and as part of a team. Strong verbal and written communication skills.
Benefits:
- Medical, Dental, and Vision Insurance plans
- 401K Offered
Company DescriptionDiversity is our legacy, our today, and our tomorrow.
As an employee-owned, women-led organization, we have a long-standing commitment to fostering a diverse and inclusive workforce while helping our clients achieve the same. We’re inspired to do our best work every day because our best work enriches careers and lives, drives business successes, and fuels technology innovation.
Company Description
Diversity is our legacy, our today, and our tomorrow.\r\nAs an employee-owned, women-led organization, we have a long-standing commitment to fostering a diverse and inclusive workforce while helping our clients achieve the same. We’re inspired to do our best work every day because our best work enriches careers and lives, drives business successes, and fuels technology innovation.