Commercial Account Specialist

Job Summary

A company is looking for a Commercial Account Specialist to manage account openings and maintenance for clients in the Commercial Bank.

Key Responsibilities

• Review and analyze legal documentation for banking accounts and determine authorized signers
• Prepare and streamline banking documentation for account openings and updates while ensuring compliance
• Maintain thorough client files and respond to client inquiries in a timely manner

Required Qualifications

• High school diploma or equivalency
• 5+ years of customer service experience
• 1+ year of banking or financial services experience
• Proficiency with Microsoft Office (Word, Excel, Outlook)
• Ability to work independently and collaboratively in a team environment