Bank of the West Sr Remote Deposit Coordinator in Tempe, Arizona
Sr Remote Deposit Coordinator
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.
Job Description Summary
This position is responsible for providing fundamental support in all phases of remote business account opening for business customers up to $25 million in annual revenue.
Essential Job Functions
Completes documentation required to establish and maintain new accounts including the preparation, control and maintenance of Know Your Client (KYC) for moderate to complex entities. Liaison with clients in order to assist internal partners in performing KYC for new, existing, and prospective clients.
Completes system record creation and updates related to establishing and maintain new deposit accounts for moderate to complex entities. Liaison with clients and internal partners when needed to complete system records.
Provides exceptional service delivery to business banking clients and internal partners when opening an account and responds to inquiries promptly and effectively.
Supports assigned SME Team related to account opening including answering phones, review incoming and outgoing mail, maintaining filing systems, photocopying, etc.
Maintains and applies a thorough understanding of the bank’s policies and procedures.
Participates in selling Bank products and expanding client relationships. Participates and assists internal partners in effectively identifying the appropriate deposit products and develops cross-sell opportunities by assessing needs through service-focused client contact. Refer to internal partners when necessary.
Balances operational controls and customer service in order to minimize risk to the Bank.
- Address client requests/inquires, liaising with all the other bank service providers and interface with back office operations to ensure smooth processing and timely resolution.
Other Job Duties
Ensures job duties are performed within established bank controls, risk and audit protocols.
Participates in community and business functions/groups to ensure a positive image for the bank. Ensures compliance with bank CRA programs.Participates in community and business functions/groups to ensure a positive image for the bank. Ensures compliance with bank CRA programs.Participates in community and business functions/groups to ensure a positive image for the bank. Ensures compliance with bank CRA programs.
Performs other duties as assigned.
- S3 - 5 yrs Requires broad knowledge of operational systems and practices typically gained through extensive experience and/or education.Requires 5 years minimum experience. May require vocational or technical education in addition to prior work experience.
Superior written and verbal communication, interpersonal, and customer-service skills
A high level of knowledge about products, procedures, and policies is required
Planning and organizational skills
Analytical and research skills
PC skills including knowledge of MS Office Suite and other bank systems
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Job: Sales and Sales Related
Location: United States-Arizona-Tempe
Requisition ID: 046014