Terrific 12+ months contract in Henderson, Nevada for an Operations Support.
Job Responsibilities:
Deposit production support:
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Review deposit opening document package to ensure accuracy.
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Review booked loans and deposit accounts to ensure the acct is boarded to the core system correctly.
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Review daily maintenance report and ensure backup documents are obtained/archived.
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Review daily posted transaction to ensure accurate posting.
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Review Excessive Activity Report monthly to ensure the proper notice was sent to the customer.
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Wire transaction posting.
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Review non-post item report daily to ensure all items were accurately resolved.
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Review/ensure all deposit documents are archived correctly.
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Review dormancy acct report, work with Sales team to update the status.
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Update deposit rates weekly, publish rate sheets to the bank website.
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Support Annual Privacy mailing activities.
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Support Year End reporting activities.
CRM System Data Maintenance & reporting:
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Enter booked/closed account data to Salesforce daily.
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Keep pipeline data up to date in Salesforce.
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Maintain dealership, sales rep territory data current.
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Generate monthly sales reports and ad hoc reports from Salesforce
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Generate monthly credit card report
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Distribute pay off lead report to Sales Dept weekly.
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Distribute deposit acct dormancy report monthly.
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Generate weekly surveys to new customers.
Customer facing system monitoring:
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Monitor online banking backend system and address customer inquiries and processes.
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Monitor online deposit application system to ensure all applications are processed.
Sales Support/Client Service:
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Answer deposit/loan inquiries received via email from Team Members.
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Act as a backup of Sales/Client service functions such as taking calls, responding to various requests as needed.
Audit/Project Support:
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Provide data and documents as requested.
Qualifications:
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Experience in Salesforce.com CRM system.
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Knowledge in deposit product (opening, servicing).
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2+ years of deposit banking experience.
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Basic MS Office product knowledge.
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Experience in Fiserv Premier core system highly preferred.
If this is a good fit, Apply now!