... Follow standard procedures to execute general accounting tasks - Reconcile bank accounts, posting and balancing financial data in various ledgers - Experience with ERP systems - Attention to detail ...

Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals; Identify ...

Prepare monthly bank reconciliations and tie out to monthly G/L for closing. Assist in daily, quarterly and monthly payroll tax payments and filing returns. Develop various spreadsheets and assist in ...

Educate customers on current bank processes, solutions, deposits and other convenience services/available channels; Fluently use needs assessment to facilitate reactive account opening. Explain ...

Work with Bank Sales Administration functional area to coordinate sales activities in a concise manner; Working with Sales leaders to define the reporting insights required for the Sales organization to ...