Account Specialist in Small Business Banking
US Tech Solutions • winnipeg, Canada
Role Description
Elevate your career as an Account Specialist in Small Business Banking, contributing to compliance and customer support. This vital back-office role ensures accurate account management and high-quality experiences for clients.
Reporting to the Manager of Deposit Compliance Remediation, you will conduct thorough account reviews and update customer information to maintain regulatory compliance. With a focus on accuracy, you will document all activities and collaborate with internal partners to resolve account issues, ensuring a seamless experience for customers.
Key Responsibilities:
• Conduct detailed reviews of customer accounts for discrepancies
• Complete required next steps following compliance guidelines
• Accurately document all account activities and interactions
• Ensure documentation reflects client intent correctly
• Collaborate with internal teams to resolve account-related issues
Requirements:
• 1+ ye...
Reporting to the Manager of Deposit Compliance Remediation, you will conduct thorough account reviews and update customer information to maintain regulatory compliance. With a focus on accuracy, you will document all activities and collaborate with internal partners to resolve account issues, ensuring a seamless experience for customers.
Key Responsibilities:
• Conduct detailed reviews of customer accounts for discrepancies
• Complete required next steps following compliance guidelines
• Accurately document all account activities and interactions
• Ensure documentation reflects client intent correctly
• Collaborate with internal teams to resolve account-related issues
Requirements:
• 1+ ye...