Interact proactively with customers in professional manner to facilitate the processing of all bank documents (“Legal Documents”) submitted in alignment with business transactions completed in compliance with department’s procedure.
Facilitate accurate record keeping, approval of all documentation and ensure the appropriate dissemination of relevant documentation to necessary departments.
Facilitate customer requests for bank forms required to conduct their business in professional manner.
Coordinate customer requests to have accounts opened, title changes, address changes and account closures accurately and timely.
Perform Salesforce input as required, including FTA codewords, Forward Value Payments and specific requests.
Update customer signatures in SQN
Process Letter of Credit applications, including verification of adequate credit facility and signature verification.
Process customer credit references as received.
Process Foreign Exchange account signature documents.
Perform other duties as requested.
Qualifications
Qualifications
Must read, speak and write Japanese & English at the business level
Knowledge of basic PC application (including MS Word and Excel).
2-3+ years of work experience.
Banking/Finance experience preferred.
Associates degree/business school required; Bachelor’s degree and work experience in a financial environment preferred.
Additional Information
All your information will be kept confidential according to EEO guidelines.
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