Client Services Associate

4 weeks ago


Sandy, United States eTeam Full time

This position is within Private Banking Operations with direct support to Digital Direct Banking Operations primarily consisting of debit card processing, dispute and Reg E processing, check processing, and daily fed settlement processing. The role will include processes that support both MSPBNA bank accounts and the retail brokerage business, interacting with key outsource and third-party providers. The analyst will need expertise with dealing with client escalations for sweeps and cash settlements, domestic & international wires, and check clearing, ACH, debit card and check disbursements. This role requires high attention to detail and working under strict deadlines to support the various products.


Responsibilities:

- Debit card processing

- Reg E disputes

- Maintaining established service levels

- Communicating to internal business partners and service groups

- Funds Transfer settlement with Federal Reserve for various money movement products

- Maintaining established service levels

- Meeting targeted productivity thresholds and benchmarks

- Providing metrics to Management

- Working on departmental projects and initiatives

- Data Management

- Data Entry



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