Jobs and Careers

Manager, Account Fulfillment

St. Petersburg, United Statesfull_timeVerifiedPosted 23 Oct 2025

About the role

Responsibilities include but are not limited to:

Proactively and effectively manage the activities of the Account Fulfillment team responsible for initiating and following through on all deposit account openings.
Monitor, control and improve the team's performance against Service Level standards to ensure timely and accurate execution of each account opening request.
Partner and collaborate with the Client Service Specialist(s) regional managers to ensure process flows between the Account Fulfillment team and the Client Service teams are efficient and allow for an enhanced client experience.
Ensure team members and new hires receive ongoing coaching and high quality training to effectively complete their account opening assignments and conduct their related duties.
Direct and coordinate timely scheduling of all client account openings.
Act as a point of escalation and take full ownership and address all related quality issues.
Provide regular feedback to team members and senior management on process improvements.
Facilitate ongoing dialogue with team members, business partners, learning and development as well as operations where appropriate to implement new and or improved new account onboarding strategies.
Effectively cocommunicate updates to processes, procedures and revised service standards to the staff and business partners.

Qualifications Required Skills:

Extensive knowledge of bank products, services, policies
Excellent communication skills both written and verbal
Self-starter with the ability to work in a fast-paced environment
Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce
High degree of detail
Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability
Must be able to multi-task effectively and prioritize
Ability to work effectively in a fast-paced and pressured environment.
Knowledge of Commercial and Corporate Deposit Account Types
Working knowledge of Treasury Management products & services, a plus

Required Experience

Preferred Experience:

Bachelor's degree or experience working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc.