Research & Adjustments Rep III
Core
Resolving complex research and adjustment inquiries, reviewing legal documents for account openings/modifications, and determining accounting entries to ensure compliance with bank guidelines and regulations.
Role type
Senior IC research and adjustment representative
Builds
Resolved complex client account cases and compliant accounting entries
Domain
Banking / Financial Services
Required skills
Document review, complex case resolution, accounting entry determination, regulatory compliance, client communication, process validation, high-volume portfolio management, system navigation, deadline management, risk assessment
Preferred skills
Legal document comprehension, procedure improvement, software application leverage
Technologies
OneService case management tool
Responsibilities
Investigate and resolve escalated research and adjustment inquiries with large monetary value or aged risk; Review complex account opening legal and bank documents (Powers of Attorney, trust documents) to ensure guideline compliance; Provide guidance to Financial Center partners on complex client situations; Determine valid requests and execute processes to fulfill them while balancing client satisfaction with bank risk; Document actions taken and maintain accurate records in systems of record; Manage high-volume work queues according to service level agreement timelines and taxing authority deadlines.
Seniority
Mid-level, hands-on IC