Accounts Associate, Operations,Banking, Finance And Insurance Industry Accounts Associate, Operations,Banking, Finance  …

in Dallas, TX, United States
Permanent, Full time
Be the first to apply
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Accounts Associate, Operations,Banking, Finance And Insurance Industry
All companies + Hiring difference makers. ‚ėį New Accounts Associate II BOT (Bank Operations Team) - Banking New ūüíľ TIAA Bank ūüďÖ Óú§ Óúł Óúä 1 day ago Post Date Apply for Job Share this Job


As a part of TIAAs Retail & Institutional Financial Services business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.

For more information about TIAA, visit our website.

Support the Business Operations Team by opening and processing new business accounts and associated product features, along with setting up and maintaining online services.


 &Process/open new business accounts, both Domestic and World Markets
 Create client and business profiles and utilize proper relationship coding to link to accounts
 Order checks and debit cards
 Close accounts/process transfers
 Process trade tickets
 Setup and maintain Enhanced Business Products
 Image new account documents
 Setup and maintain business overdraft protection
 Prepare documentation review under the Banks Customer Identification Program/Bank Secrecy Act (CIP/BSA) policies and procedures
 Complete Service Request Maintenance for compromised business accounts
 Follow up with clients for funding on approved business accounts
 Create adverse action and other client communications accurately
 Research and follow up on requests from client and colleagues in a timely manner
 Offer operations support and serve as a proactive knowledgeable resource for colleagues and clients
 Participate in user acceptance testing and system deploys
 Review and provide feedback on team procedures on a quarterly basis
 Take initiative on a consistent basis to assist and coordinate with management on more complex tasks and reports.

 Ability to complete tasks with minimal guidance and assist clients/colleagues with more complex issues regarding processes, products, and procedures


Required Qualifications:
 High school diploma
 Experience to include combination or all of:
       o Remote deposit capture
       o Business online banking
       o Online check deposit
       o CEDE
       o Certificate of deposit account registry service
       o T24

 One year of experience working in a financial services environment

Preferred Qualifications:


Equal Employment Opportunity is not just the law, its our commitment. Read more about the . If you need assistance applying due to being visually or hearing impaired, please email , or call We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Additional Information
  • Requisition ID: 1726525
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