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Account Supervisor

Aumni

Aumni

People & HR, Sales & Business Development, Operations
Plano, TX, USA
Posted on Monday, September 2, 2024

Job Description

Are you a natural team player with influencing capability? Do you do what’s right for colleagues and clients and inspire others to do the same? Join our dynamic team and make a meaningful impact by creating a great client experience that cultivates long-lasting relationships.

As an Account Supervisor on the Commercial Banking (CB) Funds Transfers team, you will resolve client funds transfer requests in the United States and across the globe submitted by partner Client Service Associates and other colleagues from within the Commercial Banking market. You will report to an Account Manager who is part of the Specialized Services organization within Middle Office.

Job responsibilities

  • Track case progress and interact with colleagues to ensure client requests are resolved timely and accurately
  • Review funds transfer requests to ensure the highest level of client satisfaction
  • Validate transactions are executed in accordance with the documented process
  • Use Microsoft Office Suite, SharePoint and multiple internal payment systems
  • Organize your book of work to ensure timely and helpful responses are required
  • Collaborate in a fast-paced team environment
  • Utilize effective written and verbal communication skills to articulate the most appropriate solution
  • Improve client and colleague experience by providing feedback in an effort to streamline the process and improve client experience
  • Participate in periodic team activities to better understand the big picture

Required qualifications, skills and capabilities

  • Minimum 3 years operations experience, preferably 2 years in the banking industry
  • Strong Verbal and written communication skills
  • Relentless and versatile learner with an aptitude for understanding new industry, company, product or technical knowledge
  • Ability to work independently or with a team knowing when to escalate complex and unusual circumstances
  • High School diploma/GED required

Preferred qualifications, skills and capabilities

  • Bachelors degree and/or 3+ years of relative work experience

Work schedule

  • Work hours will be Monday - Friday from 8:30 - 5:30 and may vary or require additional time based on business need. You must be willing to work schedules during our operating hours, which may including evenings and weekends
  • This position requires that you attend training as scheduled
  • You will be required to attend training onsite, regardless of your work location. Your schedule and work location will be established based on business needs (e.g., working onsite, at your home office, or a combination of both)
  • CB Funds Transfers team operates on a rotation schedule, working M/T/R in-office and W/F may be worked at your home office

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

  • Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
  • Help the community through expansive volunteer opportunities
  • Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (10%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.