Senior New Account Specialist
Job Summary
To support client onboarding, the fully remote Senior New Account Specialist will manage the opening and maintenance of new deposit accounts, ensuring compliance with bank policies and regulatory requirements while providing exceptional customer service.
Key responsibilities
- Open and maintain new deposit accounts, ensuring accurate data input and proper documentation
- Provide clients with information on account documentation and regulatory disclosures
- Develop relationships within the bank to facilitate service issues and enhance customer experience
Required qualifications
- Minimum 4 years of new account experience
- Minimum 4 years of customer service experience
- Ability to communicate complex and sensitive information effectively
- Self-starter with the capacity to work independently in a fast-paced environment
- Experience in analyzing information and making sound decisions
Complete Job Description
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