Banking Service Analyst

Banking Service Analyst

Banking Service Analyst provides a variety of operational tasks, providing support to our commercial department in a timely manner.

Managing the full process of credit card applications, from initial submission through approval, account set up and ongoing maintenance. This role requires a high level of accuracy, compliance awareness, ensuring all applications are processed efficiently and in accordance with bank policies and regulatory standards. Other responsibilities include processing check book orders request, temporary checks. Process and update credit and debit cards, set up records on Globus, assist for processing and paying on behalf of BSI to third vendors as well as completing daily tasks regarding customer requirements with their cards and transactions. Signature verification manual and DocuSign of security transfers, wire transfers, purchase orders, and other documents.

1-3 years of overall experience

Proficiency in banking systems (APPIAN and t24) / Microsoft Office

Bilingual in English/Spanish

Credit Card application process experience

Solid understanding of private banking operations, including client confidentiality and relationship sensibility

Strong communication to interact professionally with internal departments and vendors

Excellent time management and organization skills

Attention to detail and problem-solving skills

Ability to handle confidential information with professionalism and discretion

Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a retirement plan (401k or local country equivalent) program. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at employeeservices@apexsystems.com or 844-463-6178.