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 Accounts; 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

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 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

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Tolleson Wealth Management is an Equal Opportunity Employer

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