TELECOMMUTE – AZ
Relationship Advisor: 21-06192
Arizona, AZ 85001
Job Category: Networking ,Systems, Security & DevOps Engineering
Job Number: 15849748
Primary Skills:Document collection, expectation setting, (KYC) and Fraud Relationship Management, Product Advisory
Duration: 12+ Months (with possible extension)
Contract Type: W2 Only
Job Title: Relationship Service Advisor I. (100% Remote)
This role is being created to assist with a select few operational tasks that are sent by the Global Fund Banking Relationship Advisors to the Global Fund Banking Select Support Team.
This role entails entering pertinent KYC details to build a complete client record and opening new accounts.
Predominantly email based and will require data entry, document review, managing multiple systems, multi-tasking, and effective prioritization.
This role is not client facing.
Supports a portfolio of Global Fund Banking (GFB) clients with relationship colleagues, responsible for nurturing the relationships to increase client product awareness; penetration; counter competitive activity; and serves as a point of contact supporting client on inquires related to client accounts.
Relationship Service Advisors (RSA) work as a member of the client-facing relationship team to provide exceptional service on day-to-day banking needs.
The RSA supports directly and indirectly a portfolio of borrowing and non-borrowing clients and is responsible for deepening relationships to increase client satisfaction.
This is done by assisting colleagues to complete client requests and to work directly with clients to ensure their banking service needs are met.
RSAs lead the following core responsibilities: new client onboarding, service support of in-bound inquires, risk advice (Know Your Client (KYC) and Fraud) and client contract maintenance.
Routinely makes impactful decisions and demonstrates medium levels of discretion, with guidance, with respect to their five core responsibilities.
Work is structured around five core responsibilities. Prioritization of what work is conducted day-to-day is based on RSA discretion, supported by RSA Manager, based on business needs and loads.
Works within established procedures, processes and/or regulatory guidelines and utilizes authority matrix to level of determinations.
Independent judgment is minimal as decisions are predominantly guided by precedent or process; however, may will make decisions not guided by precedent after accessing risk.
Proactively provides recommendations or advice to modify and/or add products/programs to better meet the clients banking needs.
Makes recommendations to improve processes including identifying solutions
Open to any candidate in US states where client is authorized to employ.
Basic knowledge of commercial bank deposit and cash management products and services, including online banking platforms, account reporting and cash management disbursement
Basic knowledge of transactional service support best practices;
Familiarity with adhering to/use of workflows/processes, incident reporting procedures, CRM and tracking tools, and Service Level Agreements (SLA) as appropriate.
Understanding of routine client inquires including general account and/or product support, user administration, fraud monitoring.
Familiarity with general banking procedures and regulatory requirements including KYC. Knowledge of On-Boarding …
Accounting & Finance , Banking , Client Services , Account Management