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About the Role
CFSB is an OCC-regulated federal savings bank at the forefront of fintech and payments. We are looking for an Account Manager eager to build their career at the intersection of finance and technology and contribute to the bank’s growth.
Responsibilities
- Develop and maintain strong relationships with customers.
- Act as the primary point of contact for customers, addressing their needs and concerns in a timely and professional manner.
- Work collaboratively with internal teams to ensure client satisfaction and successful project completion.
- Resolve unposted items, process RDC fed file, and positive pay transactions.
- Assist various teams with customers’ requests for online banking enrollment.
- Process all audit requests received from customers through the Audit Confirmation system.
- Send invoices to clients and follow up on unpaid invoices.
- Provide new clients with account information and ensure they receive the necessary help for account setup, API, SFTP and Online banking enrollment.
- Monitor and process all customers’ requests related to account opening, business online banking, Positive Pay and Check 21.
- Monitor and address all non-post, stop pays, and ACH returns daily.
- Process debit and credit transactions to customers’ accounts and balance these accounts daily.
Requirements
- Minimum of 3 years’ relevant work experience.
- Excellent verbal and written communication skills.
- Knowledge of policies, procedures and updated regulatory requirements.
- Self-motivated with the ability to work independently as well as in a team environment.
- Ability to handle multiple tasks simultaneously and meet deadlines, while maintaining focus in an environment with conflicting demands and priorities.
- Excellent PC skills including Outlook, Word, Excel, and Office 365.
- Strong experience in Bank Operations.
- Strong knowledge of Banking Regulations.
Skills
- Communication skills
- PC skills
- Outlook
- Word
- Excel
- Office 365
- Bank Operations
- Banking Regulations
Experience Level
- 3 years of relevant work experience
About the Company
- CFSB is an OCC-regulated federal savings bank at the forefront of fintech and payments.