Bank Support Clerk

Global Channel Management, Inc

Bank Support Clerk

Pasadena, CA
Full Time
Paid
  • Responsibilities

    Bank Support Clerk needs three (3) years of experience in a financial institution with an emphasis in trust, court and power of attorney documents
    Bank Support Clerk requires:
    • Must have Microsoft Office Suite; Word and Outlook
    • Data entry
    • Must have strong system skills, processing and analytical skills

    Bank Support Clerk duties:
    • Reviews and processes incoming documents received by mail, email and fax that is then notated into the system, scanned and uploaded
    • Responsible for opening and assigning case(s) to a remote specialist
    • Reviews customer accounts and performs necessary maintenance when required (account notation, disable online banking, code accounts)
    • Prepares documents to be returned to customers and for internal record keeping for completed cases
    • Ensure compliance with all Bank policies and procedures, including applicable state and federal banking rules and regulations

  • Industry
    Financial Services