Banking Operations Specialist

2 weeks ago


Miami FL USA, United States Ascendo Resources Full time

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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