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Client Banking Relationship Specialist

Synectics Inc.
Houston, TX
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Description
Processes, and approves transactions for clients within specified limits. Verifies endorsements, enters deposits, issues checks and cash, prepares transaction reports, and balances the cash drawer. 
Assists clients with new account opening, transactions, inquiries regarding account status and maintenance and cross sells the bank's products and services
Create a welcoming environment to High Net Worth Clients
Grow and develop deposit relationships
Identify Client banking and wealth management opportunities
Depositing, cashing, typical banking procedures
Accepts, approves, and processes transactions for clients within specified limits.
Receives deposits for credit to client accounts, cashes checks, processes savings deposits or withdrawals, receives loan or tax payments, and issues money orders, cashier checks, and travelers cheques.
Prepares large currency transaction reports reporting transactions exceeding a specified dollar limit.
Processes travel advances, opens and closes certificates of deposits, buys and sells foreign currency, accepts bonds and treasury/municipal coupons, and resolves passbook out-of-balances with clients.
Identifies fraudulent transactions, forgeries, and counterfeit bills according to established procedures.
Balances and verifies content of cash drawer, vault and cash dispenser daily.
Assists clients with standard inquiries regarding the status of their accounts.
Identifies client needs and cross sells the bank's products and services 

Qualifications
H.S. Diploma (Minimum)
Knowledge of account opening documentation for personal and business related accounts including LLC, Corporations, trusts etc.
Strong documentation knowledge of new accounts including business and entity documents (e.g. articles of incorporation, trust, evidence of good standing, etc)
Knowledge of teller operations usually acquired through previous teller experience and through high school level business courses to service clients.
Cash handling experience
Strong Customer Service
Strong Math skills are needed (To balance the cash drawer and vault)
Personal computer and 10 key adding machine skills are needed to enter and record transactions.
1 year of cash handling/client serving experience in some sort of banking setting
 

Company Description
Synectics is one of the nation's foremost consulting firms, working with a client base that includes some of the leading institutions and Fortune 500 corporations in the United States. We seek to bring the most highly qualified professionals to assignments that they will find challenging and fulfilling. We also seek to justify our clients’ expectations that every Synectics consultant will bring the highest possible effort to their endeavors every day. Our success has depended on our consistent ability to achieve both of these goals.

Synectics serves an extremely diverse client base which represents an equally diverse range of industries and institutions. The technologies we support have always been responsive to this extremely broad spectrum. In order to fully engage with this continually changing commercial and technological landscape, our employees must draw on their own varying interests, skills and backgrounds. This insight, reflected in our daily practices, has always been our fundamental strength as a company, and it continues to serve us well in all our efforts.

Synectics Inc.

Why Work Here?
Fortune 100 company

Synectics is one of the nation's foremost consulting firms, working with a client base that includes some of the leading institutions and Fortune 500 corporations in the United States. We seek to bring the most highly qualified professionals to assignments that they will find challenging and fulfilling. We also seek to justify our clients’ expectations that every Synectics consultant will bring the highest possible effort to their endeavors every day. Our success has depended on our consistent ability to achieve both of these goals. Synectics serves an extremely diverse client base which represents an equally diverse range of industries and institutions. The technologies we support have always been responsive to this extremely broad spectrum. In order to fully engage with this continually changing commercial and technological landscape, our employees must draw on their own varying interests, skills and backgrounds. This insight, reflected in our daily practices, has always been our fundamental strength as a company, and it continues to serve us well in all our efforts. Synectics is an Equal Opportunity Employer.

Address

Houston, TX
77056 USA

Industry

Finance and Insurance

Website

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