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Calance Job Opening

Job TitleOperations Banking Deposit Support - ID:36456
Duration12 Months
Start DateASAP
Job SkillsSAlesforce.com CRM Systems, Banking Deposits, MS Office
LocationHenderson, NV
Date Posted01/08/2021

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FOR IMMEDIATE DETAILS ABOUT THIS POSITION, contact ANY of us direct, referencing the JOB# below:

Kindest Regards:
KIANA AREVALO: (469) 325-3712
JOANNE SMITH: (469) 298-9115
SHERRIE KRAUS: (469) 996-9697
JUSTIN MATLIN: (469) 209-5915
SUMIT KUMAR: (714) 576-7031
E M A I L: Recruiter.key3@calance.com

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** We CAN'T accept any C2C/INC consultants, W2 ONLY**

Position: Operations Banking Deposit Support
JOB REF#: 923689
Duration: 12+ Months (On-going Contract)
Location: Henderson, NV 89074 (On-site only)
Rate: Open, depends on exp level (W2/H1 Transfer)

** LOCAL CANDIDATES ONLY **

Deposit production support:
• Review deposit opening document package to ensure accuracy
• Review booked loans and deposit accounts to ensure the acct is boarded to the core system correctly.
• Review daily maintenance report and ensure backup documents are obtained/archived.
• Review daily posted transaction to ensure accurate posting.
• Review Excessive Activity Report monthly to ensure the proper notice was sent to the customer.
• Wire transaction posting
• Review non-post item report daily to ensure all items were accurately resolved.
• Review/ensure all deposit documents are archived correctly.
• Review dormancy acct report, work with Sales team to update the status.
• Update deposit rates weekly, publish rate sheets to the bank website.
• Support Annual Privacy mailing activities.
• Support Year End reporting activities.

CRM System Data Maintenance & reporting:
• Enter booked/closed account data to Salesforce daily.
• Keep pipeline data up to date in Salesforce.
• Maintain dealership, sales rep territory data current.
• Generate monthly sales reports and ad hoc reports from Salesforce
• Generate monthly credit card report
• Distribute pay off lead report to Sales Dept weekly.
• Distribute deposit acct dormancy report monthly.
• Generate weekly surveys to new customers.

Customer facing system monitoring:
• Monitor online banking backend system and address customer inquiries and processes.
• Monitor online deposit application system to ensure all applications are processed.

Sales Support/Client Service:
• Answer deposit/loan inquiries received via email from Team Members.
• Act as a backup of Sales/Client service functions such as taking calls, responding to various requests as needed.

Audit/Project Support:
• Provide data and documents as requested.


REQUIRED SKILLS/EXPERIENCE:
• 2+ years of Banking Deposit experience.
• Experience using Salesforce.com CRM system.
• Knowledge in deposit product (opening, servicing).
• Basic MS Office products (Word, Excel and Powerpoint)
• Able to work as W2 Employee, No C2C, INC or 1099 candidates
• Must have a stable work history, working in a similar role
• Must have excellent written and oral communication skills
 
Calance Consultant Benefits Offerings:
- H1 Transfers/Green Card processing offered (NO C2C)
- EPO/PPO Medical Plan (Cigna)
- HMO/PPO Dental programs (Cigna)
- Vision - VSP (Vision Plan Summary)
- 401K VOYA Retirement vesting program




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CONTACT US


ABOUT CALANCE


recruiting@calance.com
Mission Viejo, CA ~ (800) 732-4680
Atlanta, GA ~ (866) 732-4680


Calance is a global IT Services firm specializing in end-to-end solutions for Development, Managed Service,
Security, SAP, Project Control Integration and IT Staffing.Operating in the United States and India,
Calance helps clients bring their ideas and strategies to life through talent, technology and tenacity.


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