Private Agreement Solutions - New Accounts Specialist

GENERAL PURPOSE SUMMARY Provides advanced support for one key function and general support in various other functions which may include new accounts, customer service, support, and accounting by performing the following essential duties and responsibilities: ESSENTIAL DUTIES AND RESPONSIBILITIES Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Assists internal and external customers with complex questions; prepares necessary correspondence and provides supporting documentation. Researches and addresses complex and unusual loan and agreement servicing-related issues and customer complaints, forwarding only the most complex issues to supervisor. Reviews and reconciles various reports; identifies, researches, and resolves errors and inconsistencies; analyzes account activity and prepares statements as necessary. Develops subject matter expertise and stays abreast of pertinent regulatory requirements and bank procedures and policies. May review lower-level employees' work and provide training and guidance to less experienced employees in the work area. Performs other work-related duties as assigned by supervisor. COMPLIANCE EXPECTATIONS Stay updated on relevant laws and regulations and complete all compliance training on time. Knowledgeable of and comply with bank policies, procedures, laws, and regulations that apply to you and your job. Maintain customer confidence and protect the bank’s operations by identifying and protecting confidential information.