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Bank Services Representative

Company: Tolleson Wealth Management
Location: Mesquite
Posted on: May 11, 2022

Job Description:

Job Description Your Role: As a Bank Services Representative you will share responsibilities that support multiple departments and business functions with others in a similar role, providing an opportunity to interact with and understand multiple processes and disciplines in a dynamic private banking business model. What You Can Expect In This Role: Assist the bank relationship managers with all deposit servicing needs, including new account opening, research, overdraft monitoring, and maintenance of accounts Assist the relationship manager with financial data collection, exception clearing, loan closings, and other duties associated with the lending function Serve as administrative support for the relationship managers assisting in appointment setting, calendar management, prospect or client research, or other functions associated with obtaining and maintaining client relationships Act as first point of contact with clients and prospects regarding day to day deposit and loan operational matters Coordinate with back office to create and track receipt of various paperwork for client signatures Assist with cash movement (domestic, international) --- checks, wires, transfers, ACH Support for new project/product implementation through all business functions Various direct client service support Your Expertise: Minimum of 5 years--- experience in bank support or bank administrative role Lending or mortgage experience is a plus Strong client service skills, including written and oral communication skills Strong computer skills, including experience with MS Office and other windows-based software, Jack Henry and Associates experience and Salesforce experience would be helpful Desire to work in a rapidly growing business with an extremely high degree of customer service expectations Must consent to and have favorable consumer report, background check and drug/alcohol test Benefits: Medical, Dental, Vision Health Benefits Generous Paid Time Off Paid Holidays Each Year Matching 401k savings plan with immediate vesting Short and Long term disability Paid Parental Leave Employee wellness program Annual Performance Bonus Employee Referral Bonus Tenure and Recognition celebrations Free lunch every Wednesday and Friday Gym membership reimbursement Community Connections Company Description A family-run business, Tolleson Wealth Management exists to make life simpler for families of wealth. Founded in 1997 as a single-family office for the Tolleson family, Tolleson Wealth Management has grown over the last 20 years into a private multi-family office serving a select group of clients. Our vision is to help client families navigate the complexities that accompany wealth. Our comprehensive resources, coupled with our deep desire to serve, keep us committed to our mission of putting clients--- best interests first.

Keywords: Tolleson Wealth Management, Mesquite , Bank Services Representative, Sales , Mesquite, Texas

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