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POSITION PURPOSE
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 personel.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
- Assumes responsibility for the completion of assigned Deposit Administration functions.
- 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.
- Assumes responsibility for establishing and maintaining effective and professional business relations with internal departments.
- 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.
- Assumes responsibility for establishing and maintaining effective coordination and communication with Bank personnel and with management.
- 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.
- Assumes responsibility for related duties as required or assigned.
- 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.
- Resolve more complex issues presented to the department.
- Perform as department lead on projects at times, be able to complete given projects with minimal supervision.
SUPERVISORY RESPONSIBILITIES:
This role has no supervisory responsibilities.
QUALIFICATIONS
Education/Certification: High school graduate or equivalent.
Required Knowledge: Operational understanding of deposit account documentation.
Experience Required: Preferred 2-3 years of bank operations or related experience.
Skills/Abilities: Accurate and attentive to detail.
Well organized.
Willingness to assist others.
Fluent in Excel, Outlook, Word, etc. and able to operate related computer applications, viewer, and PC.
Strong communication abilities.
Have an intellectual curiosity, desire to pursue answers/solutions, independent problem solving.
Regular attendance required
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking
Up small objects, or pinching fingers together.
Talking: Especially where one must frequently convey detailed or important instructions or
ideas accurately, loudly, or quickly.
Average Hearing: Able to hear average or normal conversations and receive ordinary information.
Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers.
Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or
products, or operate machinery.
Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.
WORKING CONDITIONS
None: No hazardous or significantly unpleasant conditions (such as in a typical office).
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved
instructions and to deal with problems involving a few variables.
Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios and percents.
Language Ability: Ability to read a variety of books, magazines, and instruction manuals.
Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar.
Ability to communicate distinctly with appropriate pauses and emphasis, correct pronunciation (or sign equivalent), and variation in word order using present, perfect, and future tenses.
Hours: Monday - Friday 8:30 AM - 5:00 PM.
40 hours per week.
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