Account Setup Coordinator

Account Setup Coordinator

Location: Knoxville TN 37920 Pay Rate: $20/hr

The Account Review Specialist plays a critical role in ensuring customer accounts meet all internal policy requirements to align with federal Anti-Money Laundering expectations. This position involves partnering with relationship managers and customers to remediate accounts, deliver excellent customer service, and ensure compliance within strict deadlines.

Key Responsibilities:

• Review and remediate customer accounts to ensure compliance.
• Collaborate with internal and external relationship managers and customers to resolve account issues.
• Maintain high standards of customer service while managing remediation efforts.
• Ensure accounts are policy-compliant within designated timeframes.
• Meet daily production and quality benchmarks.
• Document and track account activities accurately.

Required Qualifications:

• Proficiency in Microsoft Office Suite (Outlook, Excel, SharePoint, Word, Teams, etc.).
• Advanced organizational and critical thinking skills.
• Exceptional attention to detail and the ability to work efficiently under pressure.
• Demonstrated adaptability to changing requirements.
• Commitment to maintaining confidentiality throughout all account review processes.
• Strong computer and data entry skills.
• Excellent verbal and written communication.

Preferred Skills:

• Knowledge of Anti-Money Laundering (AML) regulations.
• Experience in banking or financial services.
• Familiarity with Salesforce and KYC processes.

Work Environment:

This role begins with in-office training and transitions to a remote upon completion.