Account Executive

Reporting to the Manager, Deposit Compliance Remediation, Small Business Banking, the Account Specialist will support Small Business Banking operations by conducting account reviews, updating missing or required customer information, and ensuring compliance with internal policies and regulatory requirements. This role is part of a back-office operations team within a leading financial services client and focuses on delivering a high-quality customer and partner experience.

Responsibilities

• Conduct detailed reviews of customer accounts and files to identify discrepancies or missing information.
• Determine and complete next steps based on established procedures and compliance guidelines.
• Accurately document all account activities, reviews, and interactions.
• Ensure all prepared documentation reflects client and business intent correctly.
• Adhere to company policies, procedures, and standards to maintain compliance.
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