bank Operations & Client Services Analyst

$71,448 - $71,448/Yr

ComTec Information Systems - Henderson, NV

Full-time - Entry Level

Remote - Henderson, NV

Computer and Electronic Product Manufacturing

About the position

The Operations & Client Services Analyst will provide exceptional customer service to clients of Toyota Financial Savings Bank, focusing on account maintenance, online banking troubleshooting, and processing deposit applications. This role is crucial in ensuring client satisfaction and compliance with banking regulations, while also supporting the Regional Bank Product Managers' requests. The position requires strong communication skills and the ability to work collaboratively with team members and clients.

Responsibilities

• Process deposit applications quickly and accurately, ensuring completeness and accuracy of application data and documentation.
• Resolve issues communicated by clients and Regional Bank Product Managers via email and phone calls.
• Assist clients in setting up online banking and address their concerns regarding deposit or mortgage accounts.
• Partner with vendors to resolve client issues and requests.
• Conduct necessary client authentication based on banking policy and maintain accurate client information in systems and databases.
• Identify the needs of new and existing clients and offer appropriate services and products.
• Communicate effectively and proactively with clients and team members, ensuring compliance with banking regulations.

Requirements

• 2-5 years of relevant work experience in the banking/finance industry (Banking and/or mortgage lending).
• Excellent verbal and written communication skills.
• Ability to prioritize tasks and multitask under pressure.
• Experience in online banking troubleshooting (2 years required).
• Experience in account maintenance (3 years required).
• Experience in complaint tracking/resolution (4 years required).
• Experience in deposit application processing (3 years required).
• Experience with Salesforce CRM (1 year required).
• High school diploma or GED.

Nice-to-haves

• Experience in mortgage loan modification processing (2 years preferred).
• Strong customer service orientation and ability to anticipate client needs.

Benefits

• Flexible schedule
• Contract position with potential for extension based on performance