Banking Associate

Revolution Technologies; Saint Petersburg (FL); Hybrid; USD 36,000 - 52,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Revolution Technologies in Saint Petersburg, FL offers a hybrid work environment with in-office days three per week, averaging 12 days per month. The role focuses on processing financial documents, handling inquiries, and ensuring regulatory compliance while delivering reliable customer service.

Minimum 1 year of banking experience is required. Interviews will be conducted in person, and the position requires strong MS Office skills and attention to detail for effective daily operations.

Qualifications

• Minimum 1 year of banking experience required.
• Ability to follow procedures and regulatory codes.
• Strong data entry and attention to detail.
• Excellent organizational and time management skills.
• Proficient in MS Office applications.

Responsibilities

• Process financial documentation and transactions with accuracy.
• Answer and respond to email inquiries.
• Assist with information requests and refer complex matters.
• Handle basic customer inquiries and standard service tasks.
• Maintain files and records.
• Organize daily work schedule per changing priorities.
• Follow procedures to ensure quality standards and regulatory compliance.
• Develop procedural/technical skills through training and coaching.
• Process forms and perform basic distributions and transfers.
• Apply regulations and company knowledge to client requests.

Skills

Organizational skills

Time management

Data entry

Problem solving

Verbal communication

Written communication

Customer service

Attention to detail

Regulatory knowledge

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Access

Job description

Minimum 1 year of banking experience required

Opportunity for extension or conversion based on attendance/performance

Job Description

Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in St. Petersburg, FL

Responsibilities:

• Processes financial documentation and transactions with a focus on accuracy and compliance, while performing occasional outbound calls to support operational needs.
• Answers and responds to email inquiries.
• Assist with requests for information, referring more complex matters to colleagues.
• Carry out standard customer service activities and handle simple customer inquiries.
• Maintain files and records.
• Organize own work schedule each day in line with changing priorities.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
• Processes forms and performs basic distributions and internal transfers.
• Interprets rules and regulations by applying Decedent Solutions knowledge.
• Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
• Maintains knowledge of rules and regulations by utilizing internal and external resources, as well as continuous training.
• Communicates, researches and resolves issues with other internal departments.

Work Schedule:

The worker can choose either 8:00am-5:00pm or 9am-6pm

Interview Information:

Interviews will be conducted in person

Knowledge of:

• General office practices and procedures.
• Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets.

Skills:

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Strong data entry skills with a high attention to detail.
• Problem solving and analytical skills sufficient to assess client issues and accurately provide resolutions.
• Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.
• Acquire and maintain new knowledge in an ever changing regulatory environment.
• Uses clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
• Supports business processes by effective use of standard office equipment and standard software packages.
• Plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences.
• Meet high customer service standards.
• Understand and effectively operate all customer management systems.
• Perform elementary data analysis for use in reports to help guide decision making.
• Select, deploy and get the best results from the most appropriate office system.
• Quick learner / ability to learn and apply different processes simultaneously
• Ability to navigate through several different systems at once, using a dual monitors
• Proven reliability - zero to minimal issues with attendance or tardiness with current or previous employers.