Deposit Documentation Manager

Wilson Bank & Trust • Lebanon, TN

63d

About The Position

The Deposit Documentation Manager oversees all aspects of Wilson Bank & Trust’s deposit documentation function, including team leadership, policies and procedures, regulatory compliance, accurate and timely documentation review, and resolution of exception items. The role supports management, employees, and customers with expertise in legal, compliance, and regulatory requirements for account documentation, including account titling, trusts, powers of attorney, and payable-on-death designations. It reports to the Deposit Operations Manager and supports the company’s mission and values through excellent service. The position also partners with business units on cross-functional initiatives and special projects, helps advance operational efficiency, and maintains the department’s audit performance.

Requirements

• High school diploma or GED.
• Five years of experience in deposit documentation, including legal, compliance, and regulatory requirements for account documentation.
• Three years of supervisory or leadership experience.
• Proficiency with Microsoft Office, Teams, OneNote, SharePoint, and other standard software applications.
• Knowledge of federal regulations and state legal requirements related to deposits.
• Ability to apply technical expertise to department policies and procedures using banking principles and practices.
• Ability to train others in one-on-one and presentation-style environments.
• Ability to balance team and individual responsibilities, exchange feedback, and contribute to a positive team environment.
• Ability to develop, lead, and complete projects in a timely manner.
• Strong attention to detail in verification and strong multitasking ability.
• Excellent organizational and communication skills, with the ability to interact helpfully and professionally.
• Ability to manage multiple projects while completing daily tasks.
• Excellent interpersonal, critical-thinking, analytical, and problem-solving skills.
• High standards of integrity, honesty, professionalism, and work ethic; commitment to service excellence.
• Ability to work independently with strong organization and follow-through.
• Flexible and efficient time management and ability to prioritize workload.
• Willingness to work purposefully with a strong sense of urgency.
• Self-starter with a positive, enthusiastic approach, a desire to exceed expectations, and the ability to support a team.
• Professional demeanor and appropriate confidentiality and discretion.
• Ability to collaborate effectively and willingness to grow and be challenged.

Nice To Haves

• Bachelor’s degree in business administration or a related field.
• One year of experience with Jack Henry Silverlake systems as they relate to deposit operations or deposit parameters.

Responsibilities

• Lead and support the Deposit Documentation team, fostering a supportive, growth-oriented culture.
• Oversee the deposit documentation function, including policies, procedures, and regulatory compliance.
• Review and influence updates to deposit documentation policies and procedures as needed.
• Supervise, train, and mentor staff; identify development opportunities and provide ongoing performance feedback.
• Promote innovation, efficiency, and process improvement, and assist with strategic operational initiatives.
• Maintain familiarity with department processes and procedures and help develop and maintain them as changes occur.
• Verify that deposit documentation input and review are accurate and timely.
• Determine appropriate courses of action for exception items.
• Serve as a backup trainer for new-hire orientation and deposit documentation development training.
• Maintain an acceptable annual audit rating for department processes.
• Advise management, team members, and customers on deposit documentation matters, including account titling, trusts, powers of attorney, and payable-on-death designations.
• Partner with other business units on cross-functional initiatives and special projects.
• Maintain professional and technical knowledge through educational workshops, professional publications, and networking.
• Attend training as requested.
• Comply with applicable federal banking laws and regulations, including consumer protection requirements and the Bank Secrecy Act/Anti-Money Laundering Program.
• Participate in outside community activities as required.
• Perform other duties as assigned.

Benefits

• Generous ATO, personal days, and sick time.
• Option to combine accrued time with short-term disability for 100% pay.
• Employee Assistance Program.
• Employee Care Fund.
• Peer-nominated award ceremonies and an interactive digital rewards platform.
• Employee Stock Purchase program.
• Mentorships, workshops, banking schools, and certifications.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED