What are the responsibilities and job description for the Account Services Associate position at Tolleson Wealth Management?
POSITION DESCRIPTION This position will share responsibilities that support multiple departments and business functions with others in a similar role, providing an opportunity to interact with and understand multiple processes and disciplines in a dynamic private banking business model.
DUTIES AND RESPONSIBILITIES:
- Opening New Deposit Accounts, Maintaining and Closing Deposit Account; including DDA/MMKT, Time Deposits, Individual Retirement Account
- Extensive direct client service support
- Data entry and/or verification of input to the bank's core system
- Daily imaging functions, including scanning, indexing, and filing all client deposit account documents to storage servers
- Support for new project/product implementation through all business functions
- Provide ongoing support for deposit operations and Bank Client Support as needed
- Other duties as assigned by management
MINIMUM POSITION REQUIREMENTS:
- 2-3 years relevant experience in a similar role
- Prior consumer and commercial new account onboarding with direct client contact
- Prior cash handling experience
- Experience with supporting front-line treasury management services, including but not limited to: ACH Origination, Wire Transfer, Remote Deposit, Business Banking, Positive Pay, and Merchant Services
- Strong client service skills, including written and oral communication skills
- Strong computer skills, including experience with MS Office and other windows-based software
- Desire to work in a rapidly growing business with an extremely high degree of customer service expectations
- Must consent to and have favorable consumer report and background check
NO AGENCIES PLEASE
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer.
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