Banking Specialist

Kansas City, MO

Posted: 01/06/2020 Industry: Administrative Job Number: EB-1669605335

Job Description

Job Title: Banking Specialist

Our client has an immediate opening for a Banking Specialist to review and process client payments and financial statements.

Qualified candidates will enjoy working with numbers, have a strong eye for detail and be highly organized.

Job Responsibilities:
  • Input, process and send audit requests
  • Enter and process client payments manually
  • Review client financial data for completeness and errors
  • Attach documentation and endorsements to process requests
  • Perform data entry functions and scan/upload documents
  • Monitor order sheets for new requests and changes
  • Adjust client data to account for errors as needed
  • Complete and compile client folders including paperwork and contracts
  • Provide administrative support to department including scanning, filing, copying and mail sorting

  • Previous experience with customer database management and data entry
  • Understanding of financial statements and documents
  • Ability to perform data entry with little or no errors
  • Must be team-oriented, possess a positive attitude and work well with others
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