Online Banking/Cash Mgmt/Operations Specialist, banking

Online Banking/Cash Mgmt/Operations Specialist, banking
In Mission Viejo, California 92691

Job Description

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! 

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Cydney McFarlan
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