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