Banking Operations Specialist
2 weeks ago
Unlock Your Potential in Banking Operations
At Ascendo Resources, we're seeking a highly skilled Banking Operations Analyst to join our dynamic team. As a key member of our banking operations team, you'll play a pivotal role in delivering exceptional client support and making a real impact on our customers' financial journey.
Your responsibilities will include:
- Providing top-notch support to clients by resolving requests and inquiries
- Managing updates for new and existing customers and accounts, ensuring accuracy and efficiency
- Processing client maintenance requests, including personal information and account adjustments
- Opening new Client Information Files (CIF) as needed, maintaining confidentiality and security
- Reviewing and updating W-8 forms to prevent withholding, ensuring compliance with regulations
- Verifying client signatures and completing Exception Item Processing (EIP), maintaining attention to detail
- Scanning client files and conducting audit confirmations, ensuring accuracy and completeness
What We're Looking For
- High school diploma or bachelor's degree, with a strong background in customer service and banking operations
- 3+ years of experience in customer-facing roles, with a proven track record of delivering exceptional service
- Proficiency in Microsoft Office and database management, with a strong understanding of banking operations and regulations
- Strong interpersonal and organizational skills, with the ability to work in a fast-paced environment
- Fluency in English required, with Spanish or Portuguese proficiency a plus
About Ascendo Resources
Ascendo Resources is a certified minority-owned staffing firm, committed to diversity and inclusion. We're an Equal Opportunity Employer, dedicated to providing a welcoming and inclusive work environment for all employees and clients.
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