JobMesh

Digital Banking Relationship Banker

Gulf Coast Bank & Trust Company · Metairie, Louisiana, US

Description Summary Process accounts and account applications opened and/or applied for via our Digital Account Opening Platform and servicing the customer’s...

Job description

Description Summary: Process accounts and account applications opened and/or applied for via our Digital Account Opening Platform and servicing the customer’s account relationship with regard to cross selling products and services, issue resolution, and fraud situations. Process account applications for select Business applicants and work with other Divisions of the bank to service the account relationship. Responsibilities: - Work with other Divisions of the bank and their Business Customers to process applications for Business accounts, accounts for Business owners and internal GCB accounts and service those accounts. This includes opening the accounts using Core, BPM and/or any future in branch account opening system, sending and receiving electronic documents, obtaining all required documentation, following CIP guidelines, facilitating Debit Card ordering, Check orders, monitoring for fraud, handling NSF situations, and providing excellent customer service. - Monitor online accounts automatically uploaded to the core throughout the day to ensure all necessary paperwork has been received, there are no red flags for fraud and follow account closing process when necessary. - Proce...