Online Banking/Cash Mgmt/Operations Specialist, banking
In Mission Viejo, California 92691
Workway BancForce is a professional staffing firm created specifically to service the hiring needs of banks, credit unions, mortgage, and related financial services firms. We are looking for a Online Banking/Cash Mgmt/Operations Specialist, banking responsible to performs annual RDC and ACH reviews.. 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.
- Interviews customers to obtain information; establishes proper identification of new customers.
- 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 BancForce can help you to put your best foot forward. Contact us today!