Join a dynamic team at banking client , where you'll play a pivotal role in delivering exceptional client support and making a real impact on our customers' financial journey!
Your role will be in the banking operations team and will support a number of departments within the Bank
You will:
- Support clients by resolving requests
- Manage updates for new and existing customers and accounts.
- Process client maintenance requests, including personal information and account adjustments.
- Open new Client Information Files (CIF) as needed.
- Review and update W-8 forms to prevent withholding.
- Ensure accuracy of account opening documents.
- Coordinate inquiries and investigations.
- Verify client signatures and complete Exception Item Processing (EIP).
- Scan client files and conduct audit confirmations.
Qualifications:
- High school diploma or bachelor’s degree preferred.
- 3+ years of customer service experience in banking.
- Proficiency in Microsoft Office and database management,
- Strong interpersonal and organizational skills.
- Flexible schedule with possible overtime.
- Fluency in English required; Spanish or Portuguese proficiency preferred.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
