Account Onboarding
field. Licenses/Certifications: None. Experience: One to three years of related experience in a financial institution. Experience in electronic and card payment processes preferred. Or equivalent combination of education and experience. Essential Functions: A: Job Specific: Opens new accounts; verifies and processes changes to existing accounts; collects all necessary and appropriate supporting documentation for each account.
Ensures all supporting documents meet requirements, requests additional and updated documents as necessary. Distributes signature cards to partners, collects and archives signed documents. Applies appropriate codes and sweeps to accounts as needed. Generates/distributes
sweep forms when signatures are required. Archives completed forms. Ensures partners have online account visibility. Tracks new account opening and communicates progress to the payments team.
Initiates all required document changes (title, ownership, signer, etc. ) and archives updated documents. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Excellent problem-solving skills. Ability to learn new software packages that are position specific. Ability to
respond to common inquiries or complaints from employees, customers, regulatory agencies, or members of the business community.
Ability to write business documents and correspondence. Ability to define problems, collect data, establish facts and draw valid conclusions. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, age, national origin, interactionual orientation, gender identity, disability or protected veteran status. Job Posted by Applicant Pro
