Banking Expert

1 week ago


Providence, Rhode Island, United States Global Channel Management Full time
About the Job

The Bank Specialist role requires a strong background in banking operations, with a minimum of 2 years of experience in a branch setting. Key responsibilities include:

Verifying daily proofs and reconciliations to ensure compliance with corporate accounting policies

Validating accuracy of payments, tickets, and online entries

Providing solutions to customer, branch, or bank inquiries and escalating issues as necessary

Entering transactions into and balancing general ledger accounts

Ensuring work is properly safeguarded and controlled in accordance with banking policies and procedures

Requirements

New account experience

Branch (banking) experience

Understanding of the account opening process

Ability to open and fund accounts, including checking, savings, money market, and CDs

Key Skills

Strong communication and problem-solving skills

Ability to work in a fast-paced environment and prioritize tasks effectively

Proficiency in banking software and systems

Strong attention to detail and accuracy

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