Representative Account Management

Job Overview

We are actively seeking an Account Management Representative to join our esteemed team. This pivotal back-office role is integral in supporting property management and HOA companies as they harness our services. Unlike conventional customer support positions, this role emphasizes administrative functions and data processing without direct phone or email interaction with clients. Additionally, you will assist customers in the opening of Certificates of Deposit (CDs).

Key Responsibilities

• Account Servicing: Execute data entry, account maintenance, documentation, and processing while ensuring adherence to accuracy and regulatory compliance.
• Operations Support: Manage operational tasks related to inquiries from customers, vendors, and associates.
• Service & Solutions: Partner with business associates and team members to refine processes and enhance the customer experience. Assist in addressing escalated or complex issues.
• Technical Expertise: Offer knowledge and troubleshooting support for both internal and external stakeholders.
  
  

Required Skills

To excel in this role, candidates should possess:

• Experience with CAB Account Management
• Prior banking experience
• Familiarity with FISERV or similar backend banking systems such as Oracle or SAP
• Strong attention to detail and the capability to thrive in a back-office setting
  
  

Qualifications

• Relevant experience in a similar capacity
• Exceptional organizational skills and the ability to prioritize effectively
• Proficient communication and collaboration skills
• High School Diploma or equivalent
  
  

Career Growth Opportunities

This position offers substantial potential for career advancement within our organization as you enhance your skills in account management and operational support.

Company Culture And Values

We pride ourselves on fostering an inclusive and diverse workplace culture that values collaboration, accuracy, and compliance. We are committed to supporting our clients through efficient back-end processes.

Compensation And Benefits

• Pay Rate: $25.00/hr
• This is a temporary position with potential access to benefits including:
• Medical, dental, and vision insurance
• Critical illness, accident, and hospital coverage
• 401(k) retirement plan (pre-tax and Roth options)
• Voluntary life insurance & AD&D coverage
• Short-term and long-term disability insurance
• Health Savings Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Paid time off (PTO), vacation, and sick leave
  

Work Environment

This role is hybrid, based in Phoenix, AZ, requiring two days onsite and three days remote each week.

Application Deadline

This position is expected to close on February 7, 2025.

Equal Opportunity Employer

We are dedicated to creating a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without discrimination based on race, color, religion, gender, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status.

Employment Type: Full-Time