Specialist, Consumer Banking

About the Role

The Trust & Business Specialist is responsible for providing high-quality service and support to Trust, Business, and Core banking customers. This role serves as the main point of contact for customers, assisting with account opening, funding, and ongoing servicing. You will handle both inbound and outbound calls, ensuring accuracy, professionalism, and a positive customer experience.

Key Responsibilities

• Serve as the single point of contact for Trust, Business, and Core customer inquiries.
• Review, interpret, and validate account documentation for completeness and accuracy.
• Manage and process Trust and Business follow-up workflows within established timelines.
• Conduct outbound calls to customers regarding account setup, funding, or missing documentation.
• Research and resolve account issues using multiple electronic systems to ensure a complete and timely resolution.
• Build and maintain strong relationships with customers through clear communication and follow-up.
• Demonstrate ownership by following issues through to resolution.
• Support additional duties or special projects as assigned.

Requirements & Tech Stack

• Minimum 6 months of Consumer Bank experience.
• Proven ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Excellent customer service and problem-solving skills.
• Attention to detail and accuracy when reviewing documentation.
• Ability to work independently while contributing to team goals.
• Commitment to delivering a consistent and professional customer experience.

Qualifications

• You must be 18 years or older.
• You must have a high school diploma or equivalent.
• You must be willing to take a drug test, submit to a background investigation, and submit fingerprints as part of the onboarding process.
• You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
• Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas.

The hourly rate range for this position is $24.50 - $32.50/hr USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.

Our Way of Working allows for the option to work from home near one of our Hubs or come into one of our offices. Occasional commute or travel for in-person engagement activities (e.g., business or team meetings, training, culture events) will be required.