Qualifications:
- Hybrid role. Will need to go to the office in Salt Lake City, UT, twice per month.
- The CAS Global Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assist with general onboarding activities, implement tickets, set up deposits’ accounts, perform Admin IDV tasks, and support the journey of a prospect in becoming a client.
- The role serves as the first point of contact for addressing daily requests from prospects and provides technical support needs for a variety of client operational issues and bank transaction inquiries.
- The right candidate will positively influence the client experience by effectively communicating and delivering an accurate resolution of a prospect inquiry or application and providing guidance on a prospect’s financial business needs in a timely manner.
- The role maintains effective communication and strong partnerships with field relationship advisors and relationship managers.
- Serve as email coordinator as assigned and effectively manage a universal, client-facing, departmental email box within service level agreement and in a highly professional manner
Job Type: Contract
Pay: $25.00 - $28.00 per hour
Expected hours: 40 per week
Experience level:
- 3 years
- 4 years
- 5 years
- 8 years
Physical setting:
Schedule:
Experience:
- Client facing: 1 year (Required)
- Banking Account maintanance: 2 years (Required)
- Banking Client onboarding: 3 years (Required)
Ability to Relocate:
- Salt Lake City, UT 84121: Relocate before starting work (Required)
Work Location: Hybrid remote in Salt Lake City, UT 84121