Banking Associate

As the banking liaison between KWPMC, the client, and financial institutions, the Banking Associate must perform the job duties with a view towards projecting a full-service product for each service provided to the client as it pertains to banking needs. Communication with all financial institutions and providing great service to the client in a friendly and helpful manner is essential.

Duties and Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Complete banking tickets


• Ensure that all tickets, emails, and telephone calls are answered properly, courteously, accurately, and responded to in a timely manner.


• Create bank codes in accounting system


• Help in reporting financial institutions to the DBPR on an annual basis.


• Perform administrative duties including but not limited to: record keeping, filing, mail collection, data entry, and other essential needs as required.


• Special projects as instructed.

Required Education and Experience

• Must have at least 1 years of experience working in banking.


• High school diploma or GED


• Computer Savvy


• Strong communication skills


• Proficiency in Microsoft Word and Excel

Work Environment

While performing the duties of this job, the employee regularly works indoors in an office setting. 

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must occasionally lift or move office products and supplies, up to 20 pounds.

Position Type/Expected Hours of Work

This is a full-time, non-exempt position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.  This schedule may change to accommodate the business needs of the company.

Travel

Some travel will be required to attend company sponsored meetings, trainings, and property visits to obtain signed board documents, when necessary.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.