Banking Operations Specialist

4 days ago


Doral, Florida, United States Ascendo Resources Full time

{"h1": "Banking Operations Analyst", "p": "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: ", "ul": [{"li": "Providing timely and accurate support to clients by resolving requests and managing updates for new and existing customers and accounts."}, {"li": "Processing client maintenance requests, including personal information and account adjustments."}, {"li": "Opening new Client Information Files (CIF) as needed and reviewing and updating W-8 forms to prevent withholding."}, {"li": "Ensuring accuracy of account opening documents and coordinating inquiries and investigations."}, {"li": "Verifying client signatures and completing Exception Item Processing (EIP) and scanning client files and conducting audit confirmations."}], "h2": "Requirements", "ul": [{"li": "High school diploma or bachelor's degree preferred."}, {"li": "3+ years of customer service experience in banking."}, {"li": "Proficiency in Microsoft Office and database management."}, {"li": "Strong interpersonal and organizational skills."}, {"li": "Flexible schedule with possible overtime."}, {"li": "Fluency in English required; Spanish or Portuguese proficiency preferred."}], "p": "Ascendo Resources is a certified minority-owned staffing firm and an Equal Opportunity Employer. We welcome and celebrate diversity and do not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or any other characteristic protected by federal, state, or local law."}



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