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Senior Relationship Banker - Chandler Arizona
Company: Disability Solutions Location: Chandler, Arizona
Posted On: 05/05/2024
Job Title:Senior Relationship BankerLocation:AZ - Chandler 3075What you'll do:Homeowners Association Relationship Bankers serve as the primary, single point of contact for homeowner association and community management business customers and provide full-service account support and maintenance. The Bankers provide customers with a variety of services including account setup, treasury management & online banking support, ACH file assistance and error resolution, positive pay and bill pay file set up & access, as well as assisting customers with remote check scanner setup & troubleshooting. The Bankers work closely with the Lockbox processing team to ensure that validation files are created in the proper formats, payment errors are resolved in a timely manner, and online payment issues are processed appropriately. The Bankers also work closely with business development officers to ensure that all customer questions and issues are resolved in a timely manner. Their work is heavily focused on facilitating smooth implementation and providing ongoing account maintenance and problem resolution.The Bankers serve customers of various sizes and are usually responsible for handling a portfolio of clients with total deposits of $30-$100 million.Senior HOA Bankers typically manage a portfolio of up to $100 million in deposits and handle a group of moderately complex to complex client accounts. They are more experienced in HOA banking than a Banker, staff in the Senior HOA Banker role are able to perform their duties with greater discretion and require little to no supervision in their portfolio management activities. They often assist the HOA Operations Managers with training their HOA Banker co-workers.What we are looking for: - Performs a variety of customer support activities including opening and closing corporate and agent-related accounts, NSF, and overdraft alerts.
- Processes hold and stop payments, processing general ledger entries, non-posts, adjustments, ACH returns, large-item reviews, electronic A/R file research, CIP, and audit controls.
- Handles callback, bank account reconciliation, and Corporate Online Banking set-up.
- Also performs account analysis regarding service charges, average daily balances, account performance, growth, etc.
- Provides clients with post-implementation and training support.
- Assists in special projects and tasks such as Internet Banking conversions.
- Troubleshoots hardware/software problems related to check scanners, remote deposit, and Treasury Management products and functions.
- Works closely with the Business Development Officers to ensure that all client questions/issues are resolved in a timely and satisfactory manner.
- Makes decisions regarding the satisfaction of audit requirements when opening new accounts; assesses compliance with audit regulation; verifies documentation for CIP certification approval.
- Monitors and responds to daily accounts receivable files generated by the Lockbox team.
- Researches and resolves adjustment items created by missing items, extra items, encoding errors, listing errors, misreads, etc., originating from a variety of areas.What you need to have:
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