Deposit Sales Support Specialist

This position is responsible for reviewing deposit account
documentation, ensuring accuracy and compliance with regulations and bank
policies, while providing a high level of service to customers and other
departments of the Bank, maintaining high quality work standards, and
identifying and mitigating risks associated with these functions. This position will be cross trained for other
functions in the Bank's Deposit Sales Support area.

• 
  

  Essential Duties and
  Responsibilities (Other duties may be assigned.)

  • Review Core System to ensure new accounts and
    account maintenance is accurate according to deposit type and ownership matrix*
  • Process timely review of imaged documents
  • Review deposit consumer and business accounts to
    ensure policies and procedures are followed
  • Review Deposit Exception Corrections
  • Review New Customer information to ensure CIP
    requirements have been met
  • Review daily reports produced to ensure audit
    requirements have been met (CD Mismatch, CD/Time Deposit Accounts Opened, not
    Funded, and Deposit Rate Exception review)
  • Perform timely and thorough review of
    potentially fraudulent images and transactions daily, taking prompt action to
    notify appropriate internal resources of suspect items.
  • Monitor Deposit Review Group Inbox and provide
    timely responses
  • Assist with internal and external audits
  • Follow policies and procedures to ensure
    satisfactory audit and SOX testing reports
  • Perform other duties as assigned

• Qualifications

  • High school diploma or equivalent and 3 years
    bank experience, or an equivalent combination of education and experience
  • Bank deposit account review and regulatory
    experience a plus
  • Experience with IRA/HSA accounts preferred
  • Effective oral and written communication skills
  • Ability to compute basic to moderately complex
    math calculations
  • Proficiency
    in using personal computers and Microsoft Office products (e.g., Word, Excel,
    Teams, SharePoint, Outlook). Familiarity
    with report-writing or spreadsheet software preferred.
  • Scanning
    experience
  • Ability to multitask and manage priorities and
    deadlines
  • Basic problem-solving and analytical
    skills. Ability to interpret a variety
    of instructions furnished in written, oral, diagram, or schedule form
  • Strong attention to detail and organization
    skills
  • Professionalism in dress and communication