Account Setup Coordinator

Job Title: Account Setup Coordinator

Locations: Knoxville TN

Pay Rate: $18-19/hour

Work Environment

This role begins with in-office training and transitions to a remote upon completion.

The Account Review Specialist plays a critical role in ensuring customer accounts meet all

internal policy requirements to align with federal Anti-Money Laundering expectations. This

position involves partnering with relationship managers and customers to remediate

accounts, deliver excellent customer service, and ensure compliance within strict

deadlines.

Key Responsibilities

 Review and remediate customer accounts to ensure compliance.

 Collaborate with internal and external relationship managers and customers to resolve

account issues.

 Maintain high standards of customer service while managing remediation efforts.

 Ensure accounts are policy-compliant within designated timeframes.

 Meet daily production and quality benchmarks.

 Document and track account activities accurately.

Required Qualifications

 Proficiency in Microsoft Office Suite (Outlook, Excel, SharePoint, Word, Teams, etc.).

 Advanced organizational and critical thinking skills.

 Exceptional attention to detail and the ability to work efficiently under pressure.

 Demonstrated adaptability to changing requirements.

 Commitment to maintaining confidentiality throughout all account review processes.

 Strong computer and data entry skills.

 Excellent verbal and written communication.

Preferred Skills

 Knowledge of Anti-Money Laundering (AML) regulations.

 Experience in banking or financial services.

 Familiarity with Salesforce and KYC processes.

Benefits Info

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.