Grasshopper Bank

Client Services Representative

• You’ll act as the face of Grasshopper in managing our clients’ questions or concerns in order to provide both an effortless banking and a seamless resolution experience.
• Your role will primarily be to shepherd our clients through the onboarding, account opening, and account management processes.
• Additionally, it will focus on providing ongoing support for our ancillary product and service offerings, as well as strengthening the client’s overall relationship with the bank.
• Communication and Service skills are paramount in this role as you’ll be expected to collaborate across departments including Banking, Operations, Technology, and Risk and Compliance, to assist with the development of and adherence to best practices for our team and our clients.
• Responsibilities include:
• - Act as a primary point-of-contact for clients across a wide range of organizational profiles such as Consumers or Businesses
• - Log, dispatch, and resolve client requests according to defined processes
• - Interact with other departments and third-party vendors to help solve client inquiries
• - Provide guidance and assistance on a wide variety of projects and tasks
• - Tend to multiple methods of client communication with our team including phone, chat, email, SMS and secure messaging
• - Train with more senior team members to act as a subject-matter-expert within the department, as well as mentor more junior team members to reinforce the Client Services function within the bank
• - Attend training on and comply with the laws and regulations governing financial institutions, including the Bank Secrecy Act (BSA) or other Anti-Money Laundering (AML) legislation, the Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security/Gramm Leach Bliley Act, Bank Protection Act, Community Reinvestment Act, Regulations B, CC, E, D, DD, and others.

Client Services Specialist

Accountant

• Help lead the month end close process, including journal entry preparation related to transactions: Investment Entries, Loans, Monthly Accruals, Expense & Revenue Recognition, Equity & Stock, Intercompany Settlement and Elimination Entries
• Prepare month end account reconciliations including documentation and workpaper support
• Responsible for Daily Cash and Suspense Reconciliations including investigating and resolving suspense items
• Assist with developing and maintaining accounting policies and procedures in accordance with accounting standards and regulations
• Maintenance of the general ledger, preparation of financial statements, footnotes and disclosures as well as periodic regulatory filings
• Collaborate across departments to ensure accurate and timely recording of financial transactions in accordance with GAAP
• Identify opportunities to streamline the accounting process and drive process improvements
• Support External and Internal audit requests
• Conduct variance analysis, highlighting trends investigating discrepancies
• Participate in special projects and new product implementations
• Perform other duties as assigned

Client Services Specialist

Senior Accountant