Online Banking/Cash Mgmt/Operations Specialist, banking
In Mission Viejo, California 92691
Workway is a professional staffing firm, working with organizations across the country to place exceptional candidates. We are looking for a Online Banking/Cash Mgmt/Operations Specialist, banking responsible to discusses, prepares and processes documents related to the Bank’s Online Banking and Cash Management services.
Your specific duties will include:
- Assists Account Officers in the opening of new deposit accounts; assigns account numbers; completes forms requiring customer signature(s); performs customer verification; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing.
- Assists consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
- Accepts funds received from customer for initial deposits; determines funds availability and obtains receipt for customer.
- Processes wire transfers, address changes, check and deposit slip orders, and endorsement stamp orders.
Specific qualifications for the position include:
- Must have been a Bank Teller
- Must have experience Opening New Accounts in a Bank (this includes "business" accounts)
- Knowledge and experience with Online Banking and Cash Management Services in a Bank
Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!