Job Description

NOTE: WE NEED SOMEONE WHO HAS EXPERIENCE WITH CLIENT SERVICES AND PROCESSING CLIENT TRANSACTIONS SUCH AS DEPOSITS, WITHDRAWALS, BOOK TRANSFERS, WIRE TRANSFERS, LOAN FUNDING, ADVANCES AND PAYMENTS, PURCHASING AND SELLING OF FOREIGN CURRENCY AND FOREIGN DRAFTS, OR ANY OTHER BANKING NEEDS AND ABLE TO BALANCE WITHIN 30 MINUTES. RESPONSIBILITIES:

• Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, Purchasing and selling of foreign currency and foreign drafts, or any other banking needs and able to balance within 30 minutes.
• Assists clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet the client’s needs. Initiate courier service for pick-up and deliveries of customer deposits and documents as needed.
• Order checks, deposit slips and other deposit supplies from our check vendors.
• Work with other departments to assist on the processing of specialized transactions. (Example: loan fees and special business banking capital calls.)
• Be able to navigate research and answer questions using our check image and check 21 programs. Have an understanding on how to read our customer’s documentation using the OnBase program.
• Assist in audit of departments previous days new accounts and maintenance changes to ensure compliance with internal operating procedures.
• Work with internal departments to confirm and update client information, help expedite any research requests and/or refer them to the appropriate department to meet requests in a timely manner.
• Issue Cashier Checks as requested.
• Process account closing as requested.
• Order ATM cards and process Instant Issue request cards as needed. Submit Travel Declaration forms and assist in ATM questions that may be presented by clients. Work with the ATM Dept. to help expedite any issues, questions, or concerns.
• Process Stop payments and Stop Payment releases as requested.

EXPERIENCES:

• The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
• Vision must be sufficient to read data reports, manuals and computer screens.
• Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person. Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
• Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
• Must be able to travel as position requires.
• May be required to lift 25-50lbs.

Company Description

TechLink Systems is a privately held IT Consulting Firm that provides Consulting Services to organizations nationwide. TechLink Systems is a certified MWOBE and has been in business since 1998. Our network spans all major U.S. metropolitan areas touched by major sectors such as entertainment and leisure, finance, industry and government, health sciences, and information technology. Whether you are a client seeking IT services and support or a candidate searching for new opportunities, TechLink System's outstanding customer service and dedication will exceed your expectations in the marketplace! TechLink has 6 regional offices located in San Francisco, Los Angeles, New York City, Philadelphia, Manila, and Bangalore. http://www.techlinksystems.com/ Awards: -Ranked Top 500 Asian-Owned & Asian Pacific American-Owned Businesses in the US -Ranked Top 100 Diversity-Owned & Privately-Owned Businesses in California -Ranked INC500 Fastest Growing Private Companies -Ranked Top 100 Largest Women Owned Business San Francisco Business Times -Ranked 50 Largest Minority-Owned Companies San Francisco Business Times - Ranked in Top 100 Woman Owned Business in the US, Diversity Business -Ranked in the Top 10 Minority-Owned Businesses in the Philadelphia Business Journal -Ranked in the Top 50 Woman-Owned Businesses in the 2014 Philadelphia Business Journal