Bradesco Bank · 1 day ago
Account Services Specialist
Coral Gables, FL
Full-time
Onsite
Entry Level
2+ years expBradesco Bank is seeking an Account Services Specialist to support the operational and servicing needs of clients. This role involves processing account maintenance, handling inquiries, and ensuring compliance with internal procedures and regulatory requirements.
BankingFinanceFinancial Services
No H1B
Responsibilities
Process maintenance requests for new and existing clients, including updates to personal information, account titles, account types, and other service-related changes for both the bank and Pershing
Assist clients at the teller line by processing cash transactions, deposits, cashier’s checks, and performing end-of-day balance
Transaction batch processing
Review and update W-8 forms to ensure proper tax certification and avoid withholding issues
Support and coordinate the resolution of client inquiries and investigations
Open and close Certificates of Deposit for both new and existing clients
Investigate and resolve unposted items to ensure accurate account posting
Analyze and respond to client service requests submitted via the 360 CRM system
Perform signature verification for all client-submitted requests
Complete Exception Item Processing (EIP), including handling NSF items, chargebacks, and reviewing incoming and outgoing return checks
Scan and allocate client documents into the imaging system (Synergy)
Provide support for internal and external audits, as well as regulatory examinations
Qualification
Required
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future
100% Onsite – Coral Gables, FL
The Account Services Specialist is responsible for supporting the operational and servicing needs of new and existing clients
This role involves processing account maintenance, handling inquiries, operating under dual control transaction batches onto the bank's core, and ensuring compliance with internal procedures and regulatory requirements
Process maintenance requests for new and existing clients, including updates to personal information, account titles, account types, and other service-related changes for both the bank and Pershing
Assist clients at the teller line by processing cash transactions, deposits, cashier's checks, and performing end-of-day balance
Transaction batch processing
Review and update W-8 forms to ensure proper tax certification and avoid withholding issues
Support and coordinate the resolution of client inquiries and investigations
Open and close Certificates of Deposit for both new and existing clients
Investigate and resolve unposted items to ensure accurate account posting
Analyze and respond to client service requests submitted via the 360 CRM system
Perform signature verification for all client-submitted requests
Complete Exception Item Processing (EIP), including handling NSF items, chargebacks, and reviewing incoming and outgoing return checks
Scan and allocate client documents into the imaging system (Synergy)
Provide support for internal and external audits, as well as regulatory examinations
Preferred
Minimum of 2 years of experience in Banking Operations is preferred
Knowledge of ACH processing, NACHA compliance rules, and handling exception/return items is preferred
Company
Bradesco Bank
Bradesco Bank provides saving accounts, investment, credit card, finance, and banking operation services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Henrique Leme Pinto Lima
Chief Executive Officer
Ricardo Lanfranchi
CEO & President Bradesco Investments & Bradesco Global Advisors
Recent News
2025-05-09
2024-11-08
2023-11-23
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