Deposit Documentation Specialist
About the Role
Are you passionate about banking and customer service? As a Deposit Documentation Specialist, you'll play a crucial role in managing and updating deposit accounts, including checking, savings, Certificates of Deposit (COD), Individual Retirement Accounts (IRA), and Health Savings Accounts (HSA). Your expertise in banking regulations and compliance will ensure our customers receive top-notch service. You'll interact daily with branch personnel via phone and email, making a real impact on our operations.
What Youll Do:
Customer Support: Handle phone calls and emails from bank representatives, providing efficient and accurate service.
Account Management: Assist with the styling and verification of new and updated deposit accounts, ensuring compliance with regulations.
Documentation Review: Verify deposit account documentation for compliance using state manuals, bank policies, and federal forms.
Authority Determination: Review entity agreements and supporting documents to determine authorities.
System Verification: Ensure deposit accounts are correctly set up in the system.
Corrections & Maintenance: Generate and process account corrections, and handle account maintenance and verifications.
Training & Support: Provide on-the-job training and cross-train in all department functions.
Policy Implementation: Assist with maintaining and enhancing departmental procedures and policies.
Record Management: Manage offsite/onsite storage and assist with the merger and acquisition process.
What Were Looking For:
Experience: 1-2 years in a CSR role or related field preferred. Strong understanding of bank operations, policies, and regulations.
Education: 2 years of college preferred or a combination of education and work experience.
Skills:
Proficient in Microsoft Office (Outlook, Excel, Word) and general office equipment.
Excellent interpersonal and customer service skills.
Strong verbal and written communication skills.
Detail-oriented with the ability to focus on repetitive tasks.
Team player with a willingness to assist others and cross-train.
Ability to manage multiple tasks and meet strict deadlines.
Flexibility to work evenings, weekends, and overtime as needed.
Ability to travel for training when required.
Why Join Us?
Work Environment: Based in Blairsville, GA Operations, you'll be part of a dynamic and supportive team.
Position Type: Full-time role with schedule flexibility.
Travel: Minimal travel required (up to 5%).
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Apply Now
Are you passionate about banking and customer service? As a Deposit Documentation Specialist, you'll play a crucial role in managing and updating deposit accounts, including checking, savings, Certificates of Deposit (COD), Individual Retirement Accounts (IRA), and Health Savings Accounts (HSA). Your expertise in banking regulations and compliance will ensure our customers receive top-notch service. You'll interact daily with branch personnel via phone and email, making a real impact on our operations.
What Youll Do:
Customer Support: Handle phone calls and emails from bank representatives, providing efficient and accurate service.
Account Management: Assist with the styling and verification of new and updated deposit accounts, ensuring compliance with regulations.
Documentation Review: Verify deposit account documentation for compliance using state manuals, bank policies, and federal forms.
Authority Determination: Review entity agreements and supporting documents to determine authorities.
System Verification: Ensure deposit accounts are correctly set up in the system.
Corrections & Maintenance: Generate and process account corrections, and handle account maintenance and verifications.
Training & Support: Provide on-the-job training and cross-train in all department functions.
Policy Implementation: Assist with maintaining and enhancing departmental procedures and policies.
Record Management: Manage offsite/onsite storage and assist with the merger and acquisition process.
What Were Looking For:
Experience: 1-2 years in a CSR role or related field preferred. Strong understanding of bank operations, policies, and regulations.
Education: 2 years of college preferred or a combination of education and work experience.
Skills:
Proficient in Microsoft Office (Outlook, Excel, Word) and general office equipment.
Excellent interpersonal and customer service skills.
Strong verbal and written communication skills.
Detail-oriented with the ability to focus on repetitive tasks.
Team player with a willingness to assist others and cross-train.
Ability to manage multiple tasks and meet strict deadlines.
Flexibility to work evenings, weekends, and overtime as needed.
Ability to travel for training when required.
Why Join Us?
Work Environment: Based in Blairsville, GA Operations, you'll be part of a dynamic and supportive team.
Position Type: Full-time role with schedule flexibility.
Travel: Minimal travel required (up to 5%).
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Apply Now