Candidate
Employer
Finance Specialist / Office Admin / Financial Admin Specialist
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Job Description
Finance Specialist / Office Admin / Financial Admin Specialist |
The Tone:
This is an early career position at a direct banking client, located in Pensacola, FL. The role is centered on crucial financial administrative tasks, ensuring accurate processing and resolution of member requests. This specialist plays a vital part in protecting members and the institution by identifying and reporting suspicious or fraudulent activity, contributing to a secure banking environment.
The TL;DR
• Role: Early Career
• Type: Long-term ongoing
• Location: In-person, Pensacola, FL
• Pay: $17 hourly
• Mission: Research, process, and resolve diverse financial requests for members, while proactively identifying and reporting suspicious or fraudulent activity.
What You’ll Actually Do
• Request Resolution: Research, process, and resolve Certificate, Individual Retirement Arrangement (IRA), and Payable on Death (POD) requests from members, the contact center, and branches.
• Fraud Detection: Identify suspicious or fraudulent activity, place necessary holds on accounts, and report/provide documentation for review.
• Check Processing: Process and place holds on deposited checks in accordance with established procedures.
• Account Management: Review, add, and edit beneficiaries on member accounts to ensure accuracy and compliance.
• Certificate Administration: Complete certificate maturity instructions and manage the opening and closing of certificate products.
The Must-Haves
• Background: Early career individual focused on financial administrative tasks within a direct banking client environment, eligible to work in the US (US CITIZENS / Green Card Holders / EAD Holders ONLY).
• Experience: Demonstrated ability to work effectively in a high volume, fast-paced environment.
• Skills: Strong attention to detail and organizational skills, ability to exercise initiative and use good judgment to make sound decisions, and effective planning, problem-solving, and time management skills.
