Account Fulfillment Specialist

Posted yesterday

valley national bankBrooklyn (NY)

New Accounts Clerks Commercial Banking

SENIORITY

Junior

SALARY

$23.75 - $39.62 / hour

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About the role

Job DescriptionResponsibilities 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 ResponsibilitiesComplies 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.

RequirementsRequired 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. Full-time/Part-timeFull-time FLSANon-exempt

Total Rewards: SummaryWe provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Pay Range The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience. $23.75 - $39.62 / hour Pay TransparencyIn order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions. undefined Employee Polygraph Protection Act Right to Work/E-Verify Family and Medical Leave Act Employer Privacy Policy Valley is an equal opportunity/affirmative action employer. All qualified applicants are encouraged to apply and will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status or characteristic. If you are a person with a disability and need a reasonable accommodation to search or apply for a career opportunity, please call us at 800-652-6500, option 2, for assistance with an alternate method of access. A response to your accommodation request may take up to two business days. Other inquiries to this number will not receive a response. EEO is the Law ADP Privacy Statement Artificial Intelligence Google Privacy Policy Google Terms of Service

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