Commercial Banking Specialist (Hybrid in CA)
Core
Manage all aspects of setting up commercial bank accounts including establishing new accounts, maintenance, and administration of user access rights and configurations for multiple applications.
Role type
Commercial Banking Operations Specialist
Builds
Commercial bank accounts and user access configurations
Domain
Commercial Banking / Financial Services
Required skills
Commercial banking operations, new account setup, user access management, banking platform systems, banking regulations and compliance, Microsoft Office
Preferred skills
Business/finance/accounting degree, 2-4 years financial institution experience, real estate/title insurance industry knowledge
Responsibilities
Open new accounts, complete user setup, and access change requests in various applications for commercial banking clients; Ensure timely follow-up and resolution on all outstanding issues related to commercial account operations; Assist with user access and account services audits to maintain security and quality standards; Provide support to Relationship Managers to assist Commercial Clients/Prospects on product questions, account maintenance and service issues; Support Product Teams with initiatives and application implementations
Seniority
Mid-level, hands-on IC