Overview

This is a remote position that may only be hired in the Pacific Time Zone.

This position supports Bank products or services within a business unit, in the execution of daily operating activities. Works directly with individuals to address issues and respond to inquiries. Facilitates workflow and ensures client satisfaction through the handling, processing, and servicing of requests.

Responsibilities

• Account Servicing - Manages accounts, portfolios, or packages specific to line of business, including creation and termination. Performs routine data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations.
• Operations - Performs various operational tasks that occur during customer, vendor, and associate inquiries.
• Service & Support - Develops relationships with customers, associates, or vendors to achieve business goals and streamline service experience. Determines target needs and provides resolution.
• Business Proficiency - Provides knowledge in area of work. Assists in troubleshooting for both internal and external parties. May assist in promotion and distribution of Bank products or services.