Hybrid Banking Ops: Account Transfer Specialist

TEKsystems; United States; Hybrid; USD 27.000 - 39.000; Vollzeit

Benefits dieser Stelle

Medical, dental & vision

401(k) Retirement Plan

Hybrid work arrangement

Paid time off

Zusammenfassung

TEKsystems seeks a detail-oriented Transfer Specialist to support account transfer operations in a financial services environment. You will review client requests, validate documentation, and coordinate with financial institutions to ensure timely, accurate transfers.

Ideal candidates have 2+ years in banking, financial services, or operations, strong attention to detail, and proficiency with Outlook, Word, and Excel.

Qualifikationen

• Minimum 2 years of recent administrative, operations, or client service experience within a professional office environment.
• Experience working in banking, financial services, credit unions, brokerage operations, or related industries.
• Experience reviewing, processing, or managing documents and records.
• Strong attention to detail and accuracy.
• Proficiency with Microsoft Outlook, Word, and Excel.
• High School Diploma or GED required.

Aufgaben

• Review and process client account transfer requests.
• Verify transfer forms and supporting documentation for accuracy and completeness.
• Communicate with external financial institutions regarding transfer status and outstanding requirements.
• Maintain accurate records, notes, and documentation throughout the transfer process.
• Research and resolve transfer-related issues.
• Respond to inquiries via phone, email, and written correspondence.
• Reconcile information to ensure account accuracy.
• Support department goals through process improvement and teamwork.
• Perform general administrative and clerical tasks as needed.

Kenntnisse

Attention to detail

Banking/Financial services

Document review

Client service

Communication skills

Ausbildung

High School Diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Jobbeschreibung

TEKsystems seeks a detail-oriented Transfer Specialist to support account transfer operations in a financial services environment. You will review client requests, validate documentation, and coordinate with financial institutions to ensure timely, accurate transfers.

Ideal candidates have 2+ years in banking, financial services, or operations, strong attention to detail, and proficiency with Outlook, Word, and Excel.