Job Description
This position will follow our hybrid work model, we expect the selected candidate to be in the office 3 days a week at the Southfield, MI Home Office location.
**_Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future._**
**What You’ll Be Doing**
+ Be the first line of support for branch teams—answering questions and resolving client account activity.
+ Investigate and correct disbursement errors with precision and care.
+ Complete daily reports and review account activity to ensure compliance with firm policies and industry regulations.
+ Research and resolve transaction discrepancies from both branch and home office entries.
+ Post wires, checks, and process ACH profiles and periodic transactions as needed.
+ Help train new associates and support escalated calls when needed.
+ Contribute to a culture of continuous improvement and client-first service.
**_Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future._**
**What You’ll Be Doing**
+ Be the first line of support for branch teams—answering questions and resolving client account activity.
+ Investigate and correct disbursement errors with precision and care.
+ Complete daily reports and review account activity to ensure compliance with firm policies and industry regulations.
+ Research and resolve transaction discrepancies from both branch and home office entries.
+ Post wires, checks, and process ACH profiles and periodic transactions as needed.
+ Help train new associates and support escalated calls when needed.
+ Contribute to a culture of continuous improvement and client-first service.