Personal Banking Associate/Customer Service Specialist jobs in United States
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Cornerstone Banks ยท 1 month ago

Personal Banking Associate/Customer Service Specialist

Cornerstone Bank is focused on building relationships and empowering their people. The Personal Banking Associate/Customer Service Specialist will assist Personal Bankers and provide customer service support, ensuring timely loan closings and account openings.

Banking

Responsibilities

Assisting the Personal Bankers
Providing backup services, including collateral perfection and tracking
Monitoring
Tickler resolution
Other duties necessary to assist the Personal Banker in providing timely loan closings/account openings
Ongoing monitoring support
Trained in all Customer Service Specialist duties

Qualification

Customer service skillsBank deposit products knowledgeMortgageInvestment products knowledgeFederal regulations knowledge

Required

Excellent customer service skills
Knowledge of all bank deposit products and policies
Basic knowledge of bank mortgage and investment products and services
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act
High School Diploma or GED and 3 years of bank or related experience, or an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job

Benefits

Competitive Pay
Comprehensive Benefits Program
Incentive Compensation Plan

Company

Cornerstone Banks

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Cornerstone Bank has offices in South Dakota and North Dakota.

Funding

Current Stage
Growth Stage

Leadership Team

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Pete Fullerton
President/CEO
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Brian Grave
Chief Financial Officer
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Company data provided by crunchbase