Financial Services Coordinator
5 days ago
We are seeking a highly skilled Financial Services Coordinator to join our team at American National Bank & Trust.
About the RoleThis is a full-time position responsible for providing exceptional customer service and support to our clients in various aspects of financial services.
Key Responsibilities- Expense Report Management: Prepare and manage expense reports, ensuring accuracy and timeliness.
- Mortgage Mail Handling: Handle all return mortgage mail, maintaining confidentiality and adhering to regulatory requirements.
- Accounts Payable and Reconciliation: Process accounts payable, appraisal payments, and legal fee payments, while reconciling accounts to ensure accuracy.
- Account Maintenance: Open and maintain accounts, ensuring seamless customer experiences.
- Mortgage Payments: Post all mortgage payments, verifying details and communicating with customers as needed.
- Customer Service: Answer phones, direct calls, and provide assistance to customers, addressing their inquiries and concerns.
- Supply Management: Order supplies and maintain inventory levels, ensuring efficient operations.
- Welcome Calls and Teller Work: Welcome new borrowers, process teller transactions, and provide exceptional customer service to walk-in and drive-thru customers.
- Balance Vault and Security: Maintain balance vault security and integrity, adhering to bank protocols.
- Regulatory Compliance: Thorough understanding of bank and investor regulations, ensuring adherence to policies and procedures.
- Technical Skills: Proficiency in computer programs and office machines, supporting daily operations.
- Communication: Ability to effectively communicate with title company personnel, agents, builders, and bank staff.
- Customer Service: Excellent customer service skills, delivering exceptional experiences.
- Knowledge: Basic knowledge of accounting principles, applied in tasks and responsibilities.
- Experience: Minimum 1 year of experience in teller/new accounts roles, preferred but not required.
We offer a competitive salary, ranging from $45,000 to $65,000 annually, based on location and experience. In addition to a rewarding career, we provide opportunities for growth and development within the bank.
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