What are the responsibilities and job description for the Operations & Client Services Analyst position at Integrated Human Capital?
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