Checking Account Analysis Rep

• Provides timely, accurate, and efficient updates to customer accounts as directed by documentation received from bankers and service areas.
• Account maintenance work includes service price changes, customer account roll-up changes, prior month statement re-runs, etc.
• Researches and resolves error report items generated by the analysis and billing process.
• Verifies proper implementation of new services for new or existing customers.
• Provides call center support for bankers to answer questions and troubleshoot issues.
• Researches and resolves banker requests, operational issues and discrepancies experienced by clients, assuming responsibility for these actions when accountability is not clear.
• Appropriately initiates actions necessary to meet banker needs without explicit management direction or guidance.

• Bachelor's degree, or equivalent work experience
• 3 years of experience in banking/financial services industry

• Thorough knowledge of the organization, products, and services of the business lines supported by the department
• Thorough understanding of account analysis calculations
• Ability to resolve complex problems with minimal guidance
• Strong customer service skills
• Excellent verbal and written communication skills
• Proficient computer skills, especially Microsoft Office applications, Hogan, Robust Portfolio Modeling (RPM) and General Ledger

Last updated on Nov 9, 2023