Account Support Administrator providing administrative services and support to Commercial Banking team. Collaborating with Account Executive team for client management and account maintenance.
Responsibilities
Work closely with the Account Executive team to provide client support where required
Perform all new account openings and account maintenance within Commercial Banking based on client request and supporting documentation
Review Account Opening Packages for accuracy prior to activating accounts in Horizon
Open and maintain all Commercial Real Estate tenant accounts
Assist in maintaining and monitoring Nursing Home accounts
Process client refunds and waivers as required
Process RSA token requests coordinating with Account Executive and Info Security teams
Setup clients in account analysis system (XAA) as prescribed by billing setup forms
Process monthly billing including making adjustments as necessary and processing final billing
Review daily and monthly reports including new accounts, account maintenance, fee refunds, Nursing Home reports, etc.
Requirements
College bachelor’s degree, preferred but not required.
Two to three years general office experience in a fast paced atmosphere.
Robust knowledge of PC, preferably Microsoft Office software package (Word, Excel, Outlook).
Exceptional verbal, written communication and interpersonal skills.
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