About the role

Banking Associate needed to manage client data, process transactions, and ensure compliance in a collaborative financial environment.

Responsibilities

Manage daily email communications and process non-financial transactions involving highly sensitive client information. Review and approve source documents such as canceled checks, sales reports, or bills. Accurately input data into multiple systems, ensuring precision and compliance. Review and correct data entry errors submitted by staff. Audit data with source documents and maintain activity logs. Ensure all service level agreements (SLAs) are met within 24-48 hours. Collaborate with internal teams and maintain professional communication.

Minimum of 4 years of financial or banking experience. Proficiency in Microsoft 365 applications: Excel, Word, Outlook. Strong verbal and written communication skills. High accuracy and exceptional attention to detail. Ability to work independently and manage time effectively. Problem-solving skills and a professional demeanor. Basic mentoring skills for support and feedback.