Beal Bank USA

Client Services Representative

• Answer incoming phone calls, addressing customer needs, questions and concerns while escalating any problems, challenges or disputes to appropriate internal resources for resolution as appropriate
• Process a variety of customer transactions accurately and efficiently in accordance with bank policies and regulations, including the opening, servicing and closing of all account products offered by the bank (CDs, Money Market, Statement Savings and Retirement accounts)
• Enhance the customer satisfaction and the reputation of Beal Bank by warmly greeting, engaging and developing good professional relationships with customers
• Conduct select teller transactions such as processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
• Open and process incoming mail, completing logs, reports, audits and control checks
• Monitor and process daily exception files for ACH and inclearing file
• Perform decisioning for rejected items
• Perform account research where necessary and assist branches, retail management and back-office units when necessary as it relates to item processing or retrieval of items
• Process manual cash letter or force-post items that cannot be sent electronically
• Review large inclearing items and submit items requiring management review for payment
• Perform all requirements for annual escheatment for Beal Bank USA and affiliates
• Image customer documents and quality control checks of documents
• Practice security protocols and procedures in order to protect customer confidentiality and privacy
• Participate in Community Engagement (CRA) activities to ensure that all required monthly goals are met
• All other duties assigned by Manager

Client Services Specialist

Financial Planning and Analysis

• Interns will work closely with the investment team to support transactions
• Involvement in the discovery, research and analysis of potential investments
• Studying publicly filed documents and creating analytical models to understand the risk and return of an investment

Client Services Specialist

Investment Analyst – Summer Internship