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Job Field: Legal Jobs
Location: Santa Clara, CA
Salary: $Not stated

JOB SUMMARY:

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<tr><td valign="top" width="450"><b>Day-to-day focus is on resolution of problems or transactions, using guidelines and processes at a high level with ownership for one or more processes, reports, procedures or products, and will also be considered for cross-function processes or project deliverables. Works closely with team to resolve issue and report issues/performance/resolution to management. Primary focus of role is on day-to-day deliverables, developing solutions based upon subject expertise, and occasionally representing the department at a broader level.
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- Will handle some complex assignments that require knowledge in return items, charge backs and reconcilement of accounts. <br>
- Demonstrated knowledge and interpretation of banking regulations and internal audit/compliance policies, ensuring high quality of work, and communicating with internal partners. <br>
- Assists management in developing the team by providing training to new staff and cross training of current staff. <br>
- Point person for Accounting during certifcation process or for exam information.<br>
<br>
- Responsibilities include, but are not limited to the following<br>
- Exception item processing<br>
- Account adjustments<br>
- Credit ratings<br>
- Audit confirmations<br>
- General ledger account reconciliation/certification, including analyzing, researching and documenting variances<br>
- Chargeback items<br>
- Online requests<br>
- Statement/check copy requests<br>
- Responsible for the departments daily operations and compliance with bank regulations.  <br>
- Provides operational support to internal business partners, including but not limited to Client Advisory Services, Sales teams, and internal Business Partners.<br>
- Provides appropriate training and supports growth.<br>
- Responsible for ensuring department procedures are current and up to date.<br>
<br>
- Qualified candidates will have 2 years of banking experience. <br>
- Must have excellent PC skills including Microsoft Excel and Microsoft Word. <br>
- Candidates must have excellent verbal and written communications skills, as you will be working with bank internal clients and other financial institutions. <br>
- Must be detail-oriented, a team player, have great follow-up skills, and organization skills.<br>

KEY REQUIREMENTS:

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None High School/GED