Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Position Summary:
100% Onsite – Coral Gables, FL The Account Services Specialist is responsible for supporting the operational and servicing needs of new and existing clients. This role involves processing account maintenance, handling inquiries, operating under dual control transaction batches onto the bank’s core, and ensuring compliance with internal procedures and regulatory requirements.
Primary Responsibilities:
Process maintenance requests for new and existing clients, including updates to personal information, account titles, account types, and other service-related changes for both the bank and Pershing.
Assist clients at the teller line by processing cash transactions, deposits, cashier’s checks, and performing end-of-day balance.
Transaction batch processing.
Review and update W-8 forms to ensure proper tax certification and avoid withholding issues.
Support and coordinate the resolution of client inquiries and investigations.
Open and close Certificates of Deposit for both new and existing clients.
Investigate and resolve unposted items to ensure accurate account posting.
Analyze and respond to client service requests submitted via the 360 CRM system.
Perform signature verification for all client-submitted requests.
Complete Exception Item Processing (EIP), including handling NSF items, chargebacks, and reviewing incoming and outgoing return checks.
Scan and allocate client documents into the imaging system (Synergy).Provide support for internal and external audits, as well as regulatory examinations.
Education and Experience:
Minimum of 2 years of experience in Banking Operations is preferred. Knowledge of ACH processing, NACHA compliance rules, and handling exception/return items is preferred. Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.
