Banking Services, Communication Skills, Consulting, Customer Support/Service, Data Entry, Demographics, High Net Worth, Laptop PC, Microsoft Excel, Operations Management, Private Banking, Risk Management, Time Management
LOCATION
Pittsburgh, PA
POSTED
1 day ago
Data Entry Clerk
Position Location: Pittsburgh, PA, 15219 - Onsite 5 days a week
Length of Assignment: 4 Months Contract to Hire
Pay Rate: $15-20/hr. on W2 ONLY
Function of the Group: The Centralized Services Team (CST) supports internal and external money movement, manages related operational risk, and completes demographic updates for high-net-worth clients within the Private Bank.
Initiatives/Projects: The FirstBank acquisition has significantly increased task request volume. Temporary support is needed to help manage the additional workload and maintain timely completion of requests.
Industry background: A successful candidate should have a foundational understanding of banking concepts, including credits, debits, wires, checking accounts, savings accounts, money market accounts, and customer service practices.
Roles and Responsibilities:
Temporary resources are primarily trained to approve Virtual Tickets, which include money movement tasks between like-titled and non-like-titled accounts, as well as officer code updates. These responsibilities would be performed on a daily basis following training.
Must Have Technical Skills (0-3 years):
1. MS Outlook,
2. MS Teams,
3. Computer Literate,
4. Customer Service Experience.
Flex Skills/Nice to Have: MS Excel
Education/Certifications: High School Diploma or Equivalent
Pre-Screening Questions:
1. Does the candidate have dependable transportation to report to Firstside as required?
2. Is the candidate able to communicate effectively, both verbally and in writing, to follow and relay direction?
3. Is the candidate able to transport a laptop to and from work each day and appropriately safeguard that asset?
Interview Process: Two interviews, One in-person panel interview , and then final round virtual interview.
Hiring Manager Stack Ranking of Importance (Most Important to Least Important): 1. Location 2. Skills 3. Rate 4. Prior Client Experience