Deposits -Fulfillment Specialist

BASIC QUALIFICATION

• Minimum Graduation
• Minimum 2 years of customer service experience
• Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
• 2 years of experience in financial services/banking environment/regulations
• 2 years of experience in portfolio servicing, loan/lease accounts reconciliations, booking, charges adjustments, payment histories, A/R system, ACH (Sure pay) setup, Loan Terminations, etc.
• Strong problem solving and analytical/accounting skills
• Ability to multi-task in a fast paced environment
• Excellent communication skills, both verbal and written
• High level of accuracy and attention to detail
  
  

The Back Office Specialist is responsible for the day to day coverage of customer account maintenance processes including but not limited to application review and processing, money movement, exception processing, and correspondence.

• Provide incoming call coverage when needed to assist customers with various online retail deposit products such online savings accounts and certificate of deposits
• Access multiple electronic systems and document steps taken to efficiently service the customer
• Participate in projects to drive operational excellence
• Completion of ongoing compliance and remedial training as scheduled
• Meet established goals for all metrics, including call quality, productivity and profitability quotas, and customer acquisition by focusing on maximizing service to customers