Commercial Account Specialist

A company is looking for a Commercial Account Specialist to manage account openings and maintenance for clients in the Commercial Bank. Key Responsibilities Review legal documentation to determine authorized signers and beneficial ownership for client accounts Prepare and process banking documents for account openings and updates while ensuring compliance with regulations Maintain thorough client files and respond to internal and external inquiries in a timely manner Required Qualifications High school diploma or equivalency 5+ years of experience in customer service 1+ year of banking or financial services experience Proficiency with Microsoft Office applications Ability to work independently and collaboratively in a team environment

May 20, 2025 - 01:10

A company is looking for a Commercial Account Specialist to manage account openings and maintenance for clients in the Commercial Bank. Key Responsibilities Review legal documentation to determine authorized signers and beneficial ownership for client accounts Prepare and process banking documents for account openings and updates while ensuring compliance with regulations Maintain thorough client files and respond to internal and external inquiries in a timely manner Required Qualifications High school diploma or equivalency 5+ years of experience in customer service 1+ year of banking or financial services experience Proficiency with Microsoft Office applications Ability to work independently and collaboratively in a team environment