Account Fulfillment Specialist

Job Description

Account Fulfillment Specialist will provide exceptional service for internal and external clients This position is responsible for ensuring that new client accounts are opened accurately, efficiently, and in compliance with all regulatory requirements. They will work side by side with the Client Service Specialist(s) to onboard all deposit accounts as well as any deposit account maintenance that may be needed.

Responsibilities may include :

1. Work with the Client Service Specialist(s) to open deposit accounts for clients and prepare all necessary documents for clients signatures.

2. Ensure the required documentation for new deposit account(s) is received and accurate.

3. Perform client maintenance request related to deposit accounts and client records.

4. Assist the Client Service Specialist to identify customer needs and take proactive steps to maintain positive experience.

5. Input and maintain accurate records in internal systems.

6. Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.

7. Identity cross sale opportunities to appropriate line of business partners.

8. Adhere to, or improve, performance in regard to meeting Service Level Agreement standards.

9. Special Handle urgent requests with a high degree of accuracy and quick turnaround time.

Knowledge, Skills, and Abilities :

• Extensive knowledge of all bank products, services, policies and procedures.
• Self-starter with the ability to work in a fast-paced environment
• Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as Salesforce.
• High degree of detail orientation.
• Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.
• Excellent written and verbal communication required to communicate effectively to both external clients as well as internal technical project teams.
• Must be able to multi-task effectively and prioritize workflow
• Knowledge of Commercial and Corporate Deposit Account Types
• Knowledge of Treasury Management products, services, core and business online banking platforms

Preferred experience :

Education :

Required :   High School diploma or GED with 3-5 years banking experience

Preferred : Bachelor's Degree

Requirements

New Account Specialist, customer service, account support, MS Office products