About The Position

This position may be located in-house in our Town Pavilion (Kansas City, Missouri) OR Lubbock, TX locations. This is NOT a remote position. At our Bank, we believe common sense is more than just banking. We believe in finding financial solutions that cater specifically to our client’s needs. We are looking for talented associates who understand the complexities of life and will offer simple solutions that best fit the needs of our clients. If this is what you believe in, then you’re definitely right for us. And, we might be the right bank for you. The responsibility of this position is managing specialized work efficiently, with confidence and competence. The position requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. The person in this position will take work seriously, has a strong sense of duty, and is disciplined. A somewhat faster-than-average pace will be the norm for this position. Detailed, specialized work is the major focus. The person in this position will require clearly defined work, responsibilities, and reporting relationships, ongoing and thorough training opportunities to develop expertise and increase confidence, and frequently expressed appreciation of the person’s competence, conscientiousness, and loyalty. The position will provide security in a stable work environment, allowing the person to plan for, focus on and complete tasks on hand. When changes in the nature of the work occur, the person in this position will need direction, training and support. The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work. As a Documentation Support Specialist I, you will review all consumer deposit account documentation for accuracy, completeness and compliance to policy, procedure and regulations and perform required deposit account maintenance on the core system. You will be responsible for a variety of tasks including insuring client data is maintained at the highest level of consistency and accuracy, archiving all account documentation electronically, and maintain and improve quality by achieving performance goals. Additionally, Documentation Specialist I are expected to support Enterprise Resource Center associates with new deposit account processes and questions including account titling, documentation and bank regulations, and build a great rapport with fellow associates, treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Requirements

  • High School Diploma
  • 1+ years of relevant job experience

Nice To Haves

  • Associates Degree
  • Banking experience
  • 2+ years of relevant job experience
  • Ability to think analytically and apply critical thinking skills to issues.
  • Technologically adept with the ability to learn and use technical applications to perform and improve job duties.
  • Ability to prioritize competing demands and effectively manage multiple tasks and/or projects.
  • Self-directed and motivated to accomplish tasks, meet objectives and committed timelines.
  • Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit the situation.
  • Well developed and proven organizational skills with ability to utilize time efficiently.
  • Strong client service skills with the ability to interact in a professional manner with internal clients.
  • Proficient in MS Office applications which include Outlook, Word, Excel.

Responsibilities

  • Review all consumer deposit account documentation for accuracy, completeness and compliance to policy, procedure and regulations.
  • Perform required deposit account maintenance on the core system.
  • Ensure client data is maintained at the highest level of consistency and accuracy.
  • Archive all account documentation electronically.
  • Maintain and improve quality by achieving performance goals.
  • Support Enterprise Resource Center associates with new deposit account processes and questions including account titling, documentation and bank regulations.
  • Build a great rapport with fellow associates, treat others with respect and consideration regardless of their status or position.
  • Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
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