Banking Services Representative - Remote

Overview

The Banking Services Representative plays a crucial role in ensuring the accuracy of financial data while providing exceptional customer service in a remote environment.

In Short

• Join a people-first culture at First American Trust.
• Perform daily reconciliation functions for escrow and title partners.
• Analyze customer needs and recommend solutions.
• Examine financial records for accuracy.
• Identify and resolve discrepancies in financial data.
• Work independently and collaboratively with clients.
• Utilize Microsoft applications effectively.
• Demonstrate strong analytical and problem-solving skills.
• Maintain a high degree of patience in customer interactions.
• Embrace diversity and inclusion in the workplace.

Requirements

• High School diploma or equivalent.
• 2-4 years experience in a Financial Institution or Banking role.
• Proficient in Microsoft Outlook, Excel, and Word.
• Strong written and verbal communication skills.
• Knowledge of wire transfers, ACH, debits, and credits.
• Ability to multitask and prioritize effectively.
• Strong attention to detail and organizational skills.
• Proven customer service skills.
• Inquisitive nature with problem-solving abilities.
• Understanding of accounting principles.

Benefits

• Comprehensive benefits package including medical, dental, and vision.
• 401k and employee stock purchase plan.
• PTO and paid sick leave.
• Inclusive workplace culture celebrating diversity.
• Opportunity for professional growth and development.
• Supportive environment fostering innovation.
• Recognition as a top company to work for.
• Engaged and passionate work culture.
• Equal opportunity employer.
• Commitment to employee well-being and satisfaction.