Bank Specialist needs 2 years’ branch experience

Bank Specialist requires:

 New account experience

 Branch (banking) experience.

 Understand the account opening process.

 Know how to open and fund accounts: such as checking, savings, money market and CDs.

Bank Specialist duties:

 Answers service and referral calls and responds to customer questions and assists with service transactions.

 Verifies that daily proofs and reconciliations are compliant with corporate accounting and control policies.

 Validates accuracy of payments, tickets and online entries.

 Provides solutions to customer, branch or bank inquiries and escalates issues as necessary.

 Considers multiple resources and records when investigating customer inquiries.

 Enters transactions into and balances general ledger accounts.

 Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures