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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 for various entity types to determine authorized signers and beneficial ownership Prepare and streamline banking documents for new or updated deposit account requests while ensuring compliance 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 fast-paced environment
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 for various entity types to determine authorized signers and beneficial ownership
Prepare and streamline banking documents for new or updated deposit account requests while ensuring compliance
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 fast-paced environment