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Legal Operations Specialist

First National Bank Texas
Posted 20 days ago, valid for 21 days
Location

Killeen, TX, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The job involves accurately handling customer Bank Account Verification requests and deceased customer claims, among other responsibilities.
  • Candidates must have a high school diploma or equivalent and at least 2 years of relevant experience.
  • The position requires strong customer service skills and the ability to work independently while meeting deadlines.
  • The salary for this role is competitive, commensurate with experience, and specific figures can be discussed during the interview process.
  • FNBT is an equal opportunity employer, and candidates must successfully pass a background investigation.
* Accurate handling of customer Bank Account Verification requests, deceased customer claims, customer requests for POD beneficiary information, and incoming department mail
* Review legal documentation provided and reference any relevant laws and regulations to ensure requests and orders are processed in accordance with Bank and legal requirements
* Conduct any necessary research and processes account holds and releases, payments, invoices, and processing fees as appropriate
* Complete assigned tasks with little to no errors and handle a large volume of legal documents in an appropriate amount of time.
* Complete tasks accurately and in a timely manner to ensure compliance with state, federal, and banking regulations.
* Other tasks as assigned

Physical Requirements:
* Must be able to remain in a sitting stationary position for extended periods of time
* Constantly operate a computer and other office machinery
* Ability to lift up to 25 pounds

FNBT is an equal opportunity employer.
Qualifications
* High school diploma or equivalent
* At least 18 years of age
* Working knowledge of Microsoft office and general office equipment
* Able to communicate in a professional manner verbally and in writing with internal & external customers as well as teammates & management
* Able to work independently to meet deadlines but remain flexible as assigned job duties may change based on business need
* Well-organized, with sharp attention to detail
* Mental Demands: Work with frequent interruptions; emotional control under stress
* Strong customer service skills (both internal & external customers)
* Must successfully pass background investigation according to company policy
* Must be able to get along with co-workers and work effectively in a team environment



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