Account Fulfillment Specialist

United States·Ny - Madison - New YorkNormalmid

Logistics & Supply ChainFulfillment Specialist

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Key Responsibilities

Work with the Client Experience Specialist(s) to open deposit accounts for clients and prepare all necessary documents for clients signatures.

Requirements Summary

Extensive knowledge of all bank products, services, policies and procedures. Self-starter with the ability to work in a fast-paced environment.

Technical Tools

Logistics & Supply ChainFulfillment Specialist

Responsibilities include but are not limited to:

Work with the Client Experience Specialist(s) to open deposit accounts for clients and prepare all necessary documents for clients signatures.
Ensure the required documentation for new deposit account(s) is received and accurate.
Perform client maintenance request related to deposit accounts and client records.
Assist the Client Experience Specialist to identify customer needs and take proactive steps to maintain positive experience.
Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.
Identity cross sale opportunities to appropriate line of business partners.

Other Responsibilities:

Complies with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.

Required Skills:

Extensive knowledge of all bank products, services, policies and procedures.
Self-starter with the ability to work in a fast-paced environment.
Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce.
High degree of detail orientation.
Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.
Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.
Must be able to multi-task effectively and prioritize workflow.
Knowledge of Commercial and Corporate Deposit Account Types.
Knowledge of Treasury Management products, services, core and business online banking platforms.

Required Experience:

High School diploma or GED with 3+ years banking experience in customer service or treasury management.
Bachelor's degree or experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc preferred.