Deposit Management Phoenix

Job description

Job#: 2070839

Job Description:

100% ONSITE-MUST SIT IN OR NEAR PHX, AZ

Job title: Deposit management advisor 

Location: 100% ONSITE 8-5 M-F MUST SIT in/near PHX, AZ

Type: Contract

Contract length: 6+ months, could extend up to 18-month total tenure and WILL BE contract to hire if they perform (conversion to FTE could be any point after 3 months, usually happens past 6-8+ months)

Interview process: 1 round panel IV

Citizenship: USC/GC candidates only (no c2c or c2h for w2 purposes)

Screenings: Background once hired

Pay: $28/hour no flex

Start date: 3-4 weeks from offer- could have delays if BR does not clear

+: weekly pay, benefits, banking holidays off

100% onsite Monday-Friday 8-5

Must haves:

+good with 100% onsite

1.) Treasury product knowledge OR financial/loan environment or industry exp

2) Client implementation experience (customer facing role- internal OR external OR both)

3) Excellent communication skills

4) Comfortable with commute 100% in office and onsite requirements

5.) data entry/typing skills and experience

5.) nice to have: loan/mortgage environment experience

6.) nice to have: any legal documentation experience is a huge plus

nice to have: deposit expereince at some capacity

Job Description:

Role Overview - First point of contact for clients submitting deposit requests via email mainly and phone channel for high revenue clients.

Handles end-to-end processing for less complex implementation while engaging other business partners as needed.

May work with internal business partners to ensure the successful implementation of services.

Key Responsibilities - Manage dedicated email inbox, prioritize, client requests, case and implement eligible items; Create a case/package for tracking, monitoring and E2E resolution as applicable; Receive and respond to implementation requests received by email and questions from internal partners; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients’ requests.

Required Skills:

·Client focused with the ability to conduct discussions with clients in a confident manner.

·Excellent communications skills.

·Ability to work under pressure in a team environment.

·Ability to liaise with all levels of the firm and people with different experiences and backgrounds.

·Self-motivated and able to work unsupervised.

Candidate will be able to manage own time and know when to escalate.

·Previous Client Service experience.

·Other Qualifications:

·Embraces innovation and operational excellence.

·Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.

·Excels in working among diverse viewpoints to determine the best path forward.

·Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.

·Commitment to challenging the status quo and promoting positive change.

·Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.

·Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Looking for:

1) Treasury product knowledge

2) Client implementation experience

3) Excellent communication skills.

ability to conduct discussions with clients in a confident manner.

Role Overview - First point of contact for clients submitting implementation requests via email channel for high revenue clients.

Handles end-to-end processing for less complex implementation while engaging other business partners as needed.

May work with internal business partners to ensure the successful implementation of services.

Key Responsibilities - Manage dedicated email inbox, prioritize, client requests, case and implement eligible items; Create a case/package for tracking, monitoring and E2E resolution as applicable; Receive and respond to implementation requests received by email and questions from internal partners; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.

Required Skills

Client focused with the ability to conduct discussions with clients in a confident manner.

Excellent communications skills.

Ability to work under pressure in a team environment.

Ability to liaise with all levels of the firm and people with different experiences and backgrounds.

Self-motivated and able to work unsupervised.

Candidate will be able to manage own time and know when to escalate.

Previous Client Service experience.

Other Qualifications:

Embraces innovation and operational excellence.

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.

Excels in working among diverse viewpoints to determine the best path forward.

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

1) Treasury product knowledge

2) Client implementation experience

3) Excellent communication skills.

ability to conduct discussions with clients in a confident manner.

EEO Employer

Apex Systems is an equal opportunity employer.

We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law.

Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or 844-463-6178.

Apex Systems is a world-class IT services company that serves thousands of clients across the globe.

When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning.

We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package.

Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.

We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.

Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.

In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.

Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.

You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Apex team member can provide.

Required Skill Profession

Financial Clerks