About the Role:
Work with partners on creation of funds flow and new account set-up as well as establishing the ongoing reconciliation process. Reconcile all DDA account activity and escalate identified issues for resolution. Create entries for manual money movement between accounts, facilitate refund check process and overall account maintenance.
What You Will Do:
- Understand the funding flow process
- Work with new and existing clients and processors to ensure programs conform to bank requirements regarding processing, funding, functionality, settlement, and reporting
- Open and maintain bank and client owned accounts
- Analyze account activity and reconcile accounts by utilizing processor and internally generated reports
- Identify outstanding account issues and research to determine the cause and appropriate resolution process
- Follow approved process and procedures of opening/closing DDA accounts
- Work the refund check and wind down process
- Other duties as assigned
What You Will Need:
- High School Diploma or equivalent
The responsibilities listed above are not all inclusive and may be changed at any time.
Salary range: $16.59 hourly – $29.59 hourly
The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.
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