Account Specialist

  • Negotiable
  • Manhattan, NY, USA
  • Permanent, Full time
  • Deutsche Bank - US
  • 14 Nov 17 2017-11-14


Account Specialist
Job ID: 3162622 Full\/Part-Time: Full-time Regular\/Temporary: Regular Listed: 2017-10-27 Location: New York, United States of America

Department: Trust and Agency Services

Corporate Title: None

Functional Title: Account Specialist

Job Description: Escrow and Specialized Agencies Administrator


  • Responsible for preparing deal set up, covenant monitoring, cash movements and investment processing pursuant to legal contracts
  • Assist Account Manager with monthly report preparation and other special projects
  • Review documents under supervision of Account Manager and ensure deal is set up correctly on internal systems
  • Adhere to all Departmental and Bank policies, particularly as they relate to all funds movement.
  • Professional and timely handling of customer inquiries
  • Responsible for new Escrow and Insurance Trust Transactions in accordance with GSS guidelines
  • Monitor receipt and disbursement of funds
  • Follow-up and obtain open tickler items in conjunction with Account Manager
  • Responsible for new account invoice setup, monthly account invoicing and contacting clients on outstanding invoices in excess of 90 days
  • Review accounts annually to ensure they are in compliance with bank policies and legal documents
  • Escalate risk and service issues per the bank's policies and procedures
  • Excellent interpersonal and communication skills
  • Diligent, organized, strong attention to details and responsible
  • Knowledge of Microsoft OfficeRELATIONSHIPS: Work effectively with Account Managers, Administrators, and other product partners including; Product Management, TMG, Operations, and Technology.