Level 3 Support Specialist providing pro - active technical support for Vista’s Cloud clients globally. Responsible for incident management and collaborating with teams for solutions.
About the role
- Business Relationship Support Specialist managing a complex portfolio of customers and ensuring compliance with finance policies. Collaborating with various teams to facilitate customer onboarding and process improvements.
Responsibilities
- Be accountable for a complex portfolio of customers
- Develop expertise in Inventory Finance, Equipment Finance, and Vendor Finance policies, procedures, including Background Investigation requirements
- Develop expertise in compliance requirements related to BSA/AML policies and procedures
- Identify opportunities for process improvements with the team
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leader
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
- Partner with sales, relationship managers, underwriters, portfolio, and financial crimes operation teams to complete onboarding of new customers and make updates for existing customers
- Process onboarding daily cases and manage the lifecycle to completion
- Submit BSA/AML and Background Investigations orders to Screenings and Investigations (S&I) team
- Review results of Background Investigations and make high level dispositions
- Maintain awareness of updates to Cornerstone Onboarding requirements
- Upload final documentation to document repository
- Support with projects and adhoc requests as needed
- Complete all on-line training requirements on time
- Research and address Data Quality Issues in support of the Financial Crimes team’s SOR Cornerstone
- Experience of customer engagement for document collection to satisfy KYC/BSA/AML requirements
Requirements
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 1+ years of banking, compliance/, regulatory, and/or KYC/BSA/AML experience.
- Good client service skills
- Effective organizational, multi-tasking, and prioritizing skills
- Good verbal, written, and interpersonal communication skills
- Ability to work effectively, as well as independently, in a team environment
- Familiarity with SharePoint or quick aptitude to learn
- Intermediate Microsoft Office (Word, Excel, and Outlook) skills
- Must be able to frequently handle complex deals and multiple deals simultaneously, with very short deadlines
- Working knowledge of BSA/AML programs including KYC, CDD, EDD, CIP, and or other related risk and regulatory disciplines
- Familiarity with Cornerstone
- Team oriented and comfortable operating in a rapidly changing environment
- Excellent written and verbal communication skills.
- Strong problem-solving skills with attention to detail & accuracy
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Job title
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