Financial Account Representative Ii
CurrentPerform weekly/monthly account audits dependent on risk levels of 400+ accounts with balances up to $300KDelegate and assign tasks to peers when needed to ensure training and coaching opportunitiesLead educational sessions in weekly Team Meetings regarding current risk trends or ways to mitigate riskRespond to call escalations and assist in team leadership role during absence of main team leadAnalyze accounts to determine potential risk/fraud factors to be proactive in saving company from a potential loss position