First American is looking for a Banking Services Representative to join our team. In this role, you will perform daily reconciliation functions for our escrow and title partners, focusing on complex debit and credit banking issues. You will be responsible for analyzing customer needs, identifying problems, researching issues, and recommending solutions.
What You'll Do
- Compare financial records by examining company escrow accounting records, such as ledgers and bank statements, to ensure financial and bookkeeping accuracy.
- Identify discrepancies by finding inconsistencies or errors between different financial sources.
- Investigate and resolve discrepancies by finding their causes and collaborating with clients to correct them.
- Ensure the integrity and accuracy of financial data.
What We're Looking For
- Proficiency in Microsoft Outlook, Excel, and Word, with the ability to learn custom applications.
- Strong listening, verbal, and written communication skills.
- Knowledge of wire transfers, ACH, debits, and credits.
- Comprehension of accounting principles.
- Ability to work independently and collaboratively.
- Analytical skills with strong attention to detail.
- Proven customer service skills.
- Inquisitiveness and problem-solving skills.
- A high degree of patience and problem management techniques to resolve issues.
- Strong organizational skills with the ability to multitask, prioritize, and follow up.
- Working knowledge of the fundamental concepts, practices, and procedures of the department/field.
- A High School diploma or equivalent.
- Typically 2-4 years of experience in a Financial Institution or Banking customer-facing role.
Technical Stack
- Microsoft Outlook
- Microsoft Excel
- Microsoft Word
Benefits & Compensation
- Medical, dental, and vision insurance
- 401k plan
- PTO and paid sick leave
- Employee stock purchase plan
- Compensation: $19.82 - $26.43 Hourly
Work Mode
This is a remote position based in California (CA - Remote).
First American fosters an authentic and inclusive People First culture that celebrates diversity, equity, and inclusion.
