Online Deposit Account Onboarding Specialist

Gulf Coast Bank & Trust; Metairie (LA); Vor Ort; USD 38.000 - 55.000; Vollzeit

Zusammenfassung

Gulf Coast Bank & Trust in Metairie, LA, seeks a Deposit Accounts Specialist to process consumer and business accounts opened through Prelim Account Opening. You will ensure applications are completed efficiently and manage cross-sell opportunities while handling fraud concerns.

Responsibilities include monitoring core uploads, following defined steps, assisting with digital banking support, and collaborating with branches to meet customer needs and timelines.

Qualifikationen

• 2 year Associates Degree or Specialized Bank CE Equivalent.
• 2 years experience in Digital Banking products.
• 2 years Customer Service experience.
• Proficient with computer and mobile banking apps.
• Excellent customer service and communication skills.

Aufgaben

• Process Consumer and Business deposit accounts opened via Prelim Account Opening.
• Monitor core uploads for paperwork and fraud indicators.
• Follow processes to complete applications and determine next steps.
• Cross-sell products and services and resolve issues to keep the flow.
• Back up Digital Banking Support and assist with upgrades/implementations.

Kenntnisse

Customer service

Communication

Attention to detail

Professionalism

Proactiveness

Organized

Punctual

Ausbildung

2 year Associates Degree or Specialized Bank CE Equivalent

Tools

Digital banking platforms

Jobbeschreibung

Gulf Coast Bank & Trust in Metairie, LA, seeks a Deposit Accounts Specialist to process consumer and business accounts opened through Prelim Account Opening. You will ensure applications are completed efficiently and manage cross-sell opportunities while handling fraud concerns.

Responsibilities include monitoring core uploads, following defined steps, assisting with digital banking support, and collaborating with branches to meet customer needs and timelines.