This role is responsible for reviewing, verifying, and ensuring quality control of all new deposit accounts, new customer records, and maintenance completed. The specialist will ensure accuracy, receipt of necessary documentation, and regulatory compliance. They will track missing or incomplete account or customer record items, review legal documentation to assist branch staff, and ensure quality control of teller transactions and supporting documentation. The position also involves providing timely and thorough support to branch staff via phone, email, and Microsoft Teams, performing general clerical duties, completing other department tasks as assigned, making recommendations for efficiency improvements, and maintaining a working knowledge of internal policies and procedures. The specialist must also comply with all applicable banking acts, laws, and regulations.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED