C

New Accounts Specialist 3

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Job Description - New Accounts Specialist 3

Cornerstone Capital Bank is a new bank, with over $330 million in capital and $2 billion in total assets, and arises from the combination of mortgage industry giant Cornerstone Home Lending and community banking standout Roscoe State Bank. You’ll be on the front end of working for an innovative large community bank that is a leader in mortgage lending and community banking and growing in middle-market commercial and real estate lending.  


We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.


We are seeking a full-time New Accounts Specialist III to join our team! You’ll be on the front end of working for an innovative community bank with commercial lending, a mortgage lending leader, and a digital deposit bank covering over 45 states. Success in this job relies on your time management skills, organization, and positive attitude. 


What you’ll do:



  • Provide retail banking services to clients both in person and over the phone.

  • Using your strong financial acumen, you will provide suggestions and solutions to our clients, including account openings, consumer lending, and money market products, while focusing on the client’s financial goals.

  • Demonstrate strong customer service through attentiveness, listening, and connecting with customers, and processing transactions quickly and accurately while providing a positive banking environment.

  • Assist customers with debit card maintenance, creating and printing debit cards.

  • Assist with digital banking needs, answer phones, and provide general financial services information.

  • Act in accordance with all required banking and regulatory requirements.

  • Perform higher-level administrative functions related to debit cards and online banking.

  • Prepare daily overdraft reports.

  • You may also be needed as a backup teller at times and would need to be able to:

    • Process all necessary banking transactions, including deposits, withdrawals, transfers, loan payments, GL tickets, originate wires, cashier’s checks, savings bonds, etc.

    • Successfully balance the teller drawer daily and maintain and balance the ATM as necessary.



  • Compile information and documentation for stop pays and account closings, and input the data into the system.

  • Perform work under minimal supervision. Handles complex issues and problems, refers only the most difficult issues and problems to Management. Possesses strong working knowledge and provides coaching and mentoring to others.


What you need to be successful:



  • Strong attention to detail

  • 4-6 years of direct experience as a Personal Banker or similar financial services position.

  • Strong Customer service skills

  • Cash handling experience

  • Intermediate Excel skills (at minimum)

  • Must be a self-starter and able to demonstrate problem-solving and critical-thinking skills

  • Quick learner and adaptable

  • Excellent interpersonal and relationship-building skills

  • Effective oral and written communication skills


Where you come in: 


We are a great company with great people. We are looking for experienced team members who will bring enthusiasm, attention to detail, and a servant’s heart to our team of top-tier mortgage and banking professionals. We work in a tight-knit, goal-oriented team where our customers and other team members can rely on them to ensure accurate and timely service.


We invite you to explore our company and consider making this your last career destination.


What we offer:


Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and potentially a performance-based bonus.


What to do next: 


If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're part of our Cornerstone family, we'll continue to invest in you as a valuable asset in our company. As many of our team members can tell you, there's something special about working at Cornerstone.


 


 


 

Original job New Accounts Specialist 3 posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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