Demo

Operations & Client Services Analyst

Integrated Human Capital
Henderson, NV Full Time
POSTED ON 3/6/2025
AVAILABLE BEFORE 5/6/2025
Job Summary: The Operations & Client Services Analyst will provide outstanding customer service to clients. This position will be responsible to fulfill both client and Regional Bank Product Mangers’ requests such as account maintenance, online banking trouble shooting and resolution, deposit application processing, mortgage loan modification processing, issue, and complaint tracking/resolution, etc. This person will significantly contribute to provide extraordinary customer care to our clients. This position will report to the Operations Supervisor and will be an individual contributor role. Operations & Client Services Analyst Responsibilities: Heavy focus on processing deposit applications both quickly and accurately, ensuring completeness and accuracy of application data, identification and entity documents, and all executable documentation, as well as providing detailed guidance to the client throughout the process Resolving issues communicated by clients and Regional Bank Product Managers via email and phone calls, by analyzing various situations for appropriate resolution Assisting clients to set up online banking Answer questions and address client concerns regarding deposit or mortgage accounts Partnering with vendors to resolve client issues and requests Conducting necessary client authentication based on Toyota Financial Savings Bank policy Ensuring all related systems and databases are maintained with current and accurate client authentication information Identifying the needs of new and existing clients and offering appropriate services and products Timely, effective, and proactive communication, both internally and externally is imperative Operations & Client Services Analyst Knowledge & Experience: High School Education Banking /Finance background required 2-5 years relevant work experience in banking/finance industry (Banking and/or mortgage lending) An orientation toward being a team player and providing extraordinary service Ability to anticipate, recognize and meet the needs of clients Excellent verbal and written communication skills Ability to use time and resources efficiently to accomplish tasks Personal organization and the ability to prioritize as well as multi-task Experience seeking to improve and develop new process and ideas related to daily tasks Work collaboratively with team members Ability to maintain regular and predictable attendance to support team and business objectives Ability to prioritize tasks and multitask under pressure Ability to manage various types of internal and external communications professionally Capability to work flexible hours, which may include day, evening, and weekend hours Ability to craft communications based on the audience to ensure high quality customer service Ability to determine action items to obtain a desired result Most of the responsibility or daily task includes Processing deposit applications, Loan modification processing, Data Entry Accuracy, Sending out disclosures, Strong customer service and communication skills Location: Henderson, Nevada. Remote but required to go onsite 3 days per month (subject to change)

Salary : $51,000 - $72,000

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