Remote (City) Full-time

First American is hiring a Banking Services Representative - (Remote in CA)

About the Role

First American is hiring a Banking Services Representative to join our team. In this remote role, you'll perform daily reconciliation functions for escrow and title partners, focusing on complex debit and credit banking issues. You'll analyze customer needs, identify problems, research issues, and recommend solutions as part of our people-first culture that celebrates diversity, equity, and inclusion.

What You'll Do

  • Compare financial records by examining 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 determining causes and working with clients.
  • 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 transfer, ACH, and debits/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 fundamental concepts, practices, and procedures of the department/field.
  • High school diploma or equivalent.
  • 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/paid sick leave
  • Employee stock purchase plan
  • Compensation: $19.82 - $26.43 Hourly

Work Mode

This is a fully remote position. Candidates must be located within the state of California.

First American is an equal opportunity employer in every sense of the term.

Required Skills
Microsoft OutlookMicrosoft ExcelMicrosoft WordCustomer ServiceBanking OperationsCommunicationProblem SolvingAttention to DetailData EntryComplianceFinancial Services
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About company
First American

First American's Agency Division is dedicated to providing our policy-issuing agents with resources, services and underwriting guidance needed to achieve new levels of success. First American is a title insurance and settlement services company.

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Job Details
Category other
Posted 8 months ago