Correspondent Banking Specialist

About the role

The Technology Center Building in Midvale is seeking a Correspondent Banking Specialist to provide customer service, sales support, and manage the setup process for new Correspondent banking relationships.

Responsibilities

• Provide customer service and sales support to the Correspondent Banking Department.
• Prepare and review documents for opening new Correspondent banking relationships.
• Prepare documents for a set-up process for products and services.
• Cook up and coordinate with various bank departments to ensure timely and proper setup for products and services.
• Make updates in Salesforce for new and deleted products and maintain the status of the opportunities.
• Aid in project management for the implementation of new services/products.
• Know how to open and close accounts in Bancs including DDA’s, FF Sweeps, CD’s and Money Market accounts.
• Assist customers with research, account adjustments/corrections.

Requirements

• Minimum High School diploma and 2+ years of banking or directly related experience.
• Full use and application of standard banking principles, theories, concepts, and techniques.
• Working knowledge of banking products, procedures, and services.
• Good written and verbal communication skills.
• Experience with Treasury Management (TM) products and docs preferred.
• Accounting, PC skills, customer service skills, and knowledge of banking applications preferred.

Qualifications

• Require a minimum High School diploma and 2+ years of banking or directly related experience.
• Full use and application of standard banking principles, theories, concepts, and techniques.
• Working knowledge of banking products, procedures, and services.
• Good written and verbal communication skills.
• Experience with Treasury Management (TM) products and docs preferred.
• Accounting, PC skills, customer service skills, and knowledge of banking applications preferred.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays.
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
• Mental health benefits including coaching and therapy sessions.
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire.

Schedule

Full-time position.

Pay

Competitive compensation in line with work experience.