Commercial Account Specialist

Job Summary

A company is looking for a Commercial Account Specialist to manage account openings and maintenance for clients in the Commercial Bank.

Key Responsibilities

• Review legal documentation to determine authorized signers and beneficial ownership for client accounts
• Prepare and process banking documents for account openings and updates while ensuring compliance with regulations
• Maintain thorough client files and respond to internal and external inquiries in a timely manner

Required Qualifications

• High school diploma or equivalency
• 5+ years of experience in customer service
• 1+ year of banking or financial services experience
• Proficiency with Microsoft Office applications
• Ability to work independently and collaboratively in a team environment