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About The Position
Responsible for editing and maintaining legal account documents. Scanning and index deposit account signature cards and other documents. Understands requirements and documentation needed for all types of deposit accounts. Provides assistance to branch personnel.
Requirements
- High school graduate or equivalent.
- Operational understanding of deposit account documentation.
- 2-3 years of clerical experience
- Accurate and attentive to detail.
- Well organized.
- Willingness to assist others.
- Able to operate related computer applications, viewer, and PC.
- Strong communication abilities.
- Regular attendance required
Responsibilities
- Edits deposit account legal documentation
- Scan and index deposit account signature cards and other documents.
- Maintain weekly Exception report.
- Assist branches with account set up.
- Answers questions and resolves requests or problems promptly and courteously.
- Informs contacts of Bank policies and procedures.
- Maintains confidentialty.
- Maintains the Bank’s professional reputation.
- Assists related departments as required.
- Supports and replaces Dep. Admin. personnel as needed.
- Keeps management informed of area activities and of any significant problems. Provides suggestions for improved Deposit Administration effectiveness and efficiency.
- Attends and participates in meetings as required.
- Completes required reports and related documents.
- Stays informed of changes in Deposit Administration policies, procedures, and requirements.
- Ensures that work area is clean, secure, and well maintained.
- Completes special projects as assigned.
- Assists with Department administration.
