Account Service Representative

What is the opportunity?

The Account Service Representative is responsible for processing routine data entry and on-line input of transactions using basic understanding of products and processes. Activities may also be dependent on balancing transactions and deposits as received from clients and branches with emphasis on throughput, accuracy and production.

This role is fully onsite

What will you do?

• Follows standard processes as outlined in Folio guidelines policy, process and procedures referring items outside established standards to the Manager.

• Processes work volumes and provide consistent service within established benchmarks contributing to the achievement of business SLA/KPI.

• Examines all documents for completeness and takes full responsibility for quality and accuracy of day to day responsibilities, tasks and activities ensuring a balanced focus on enhanced client experience.

• Exercises due diligence in following operational risk policies, procedures standards and guidelines.

• Takes personal accountability for high achievement; actively participates in weekly coaching routines and learning opportunities to improve their individual and team contribution.

What do you need to succeed?

Must-have

• Client Focus

• Efficient and accurate data entry abilities.

• Ability for problem resolution and to determine quickly the departments priorities

• Ability to work in high volume & strict timeframe deadlines

Nice-to-have

• Knowledgeable of products supported by the team (Commercial Deposit Processing, Cash processing)

Whats in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities

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Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above