Job Title: Commercial Banking Specialist
Location (city, state): McKinney, TX
Industry: Banking
Pay: $26.95/hr
Job Description:
The Specialty & Correspondent Banking Specialist I will be responsible for opening and managing commercial accounts for various sectors, including Public Fund, 1031, Financial Institutions, Broker Dealers, Title Companies, and Mortgage Warehouse Lending. The role involves account documentation review, client support, and maintenance of accounts. This is an exciting opportunity to join a dynamic team and grow within the banking industry.
Key Responsibilities:
- Open and close commercial accounts for specialty sectors, ensuring all required documentation is accurate and complete.
- Review and maintain accounts, ensuring compliance with bank policies and procedures.
- Perform secondary reviews of accounts opened by colleagues and scan documentation into the required systems.
- Provide phone and email support to clients, ensuring all inquiries are handled efficiently and professionally.
- Maintain a group inbox and phone queue for client inquiries, ensuring SLAs are met for new account requests.
- Assist with treasury services, including wire transfers and account maintenance.
Qualifications:
- 3+ years of experience in banking, specifically in opening commercial accounts.
- Previous experience in roles such as Financial Services Representative, Branch Operations, or similar.
- Knowledge of account opening procedures, legal documentation, and banking regulations.