New Account Audit Representative
About The Position
The New Account Audit Representative performs a wide range of duties, including but not limited to auditing a high volume of new and revised accounts for Checking, Savings, IRA, Time Deposit, and Safe Deposit Box. Will perform this audit for Personal and Commercial line of business to be in compliance with regulations, procedures and policy as well as Estate, Trust, Rep Payee, Guardianship, Minor, etc. Perform numerous account maintenance. Handle address changes, closed account forms, transfer forms, as well as IRA contributions, distributions, and other related forms. Prepare exception report once a month for location's outstanding documents. Scan all audited documents into management system. Assist employees in the banking centers with new account setup and various issues. Must be able to handle and process a high volume of work efficiently. Perform work independently, exercising independent judgment and discretions. Help with projects and updates to core system as needed.
Requirements
- Must be very detailed oriented with strong organizational, analytical, and communication skills.
- Excellent customer service skills.
- Work well in a team atmosphere.
- Must have at least 2 years banking experience with new accounts experience preferred.
- Proficient with Microsoft Office programs and the use of various office equipment.
Nice To Haves
- new accounts experience
Responsibilities
- Auditing a high volume of new and revised accounts for Checking, Savings, IRA, Time Deposit, and Safe Deposit Box.
- Perform audit for Personal and Commercial line of business to be in compliance with regulations, procedures and policy as well as Estate, Trust, Rep Payee, Guardianship, Minor, etc.
- Perform numerous account maintenance.
- Handle address changes, closed account forms, transfer forms, as well as IRA contributions, distributions, and other related forms.
- Prepare exception report once a month for location's outstanding documents.
- Scan all audited documents into management system.
- Assist employees in the banking centers with new account setup and various issues.
- Handle and process a high volume of work efficiently.
- Perform work independently, exercising independent judgment and discretions.
- Help with projects and updates to core system as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
