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Deposit Documentation Specialist

CITIZENS STATE BANK
Posted 2 months ago, valid for 14 days
Location

Somerville, TX 77879, US

Salary

$18.21 - $27.31 per hour

Contract type

Part Time

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Sonic Summary

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  • The job is a part-time position located at CSB Somerville in Somerville, TX, offering a salary range of $18.21 to $27.31 per hour.
  • Candidates are required to have a high school diploma or GED, with a preference for a bachelor's degree in finance, accounting, management, or a related field.
  • A minimum of 3 years of experience in business management, finance, accounting, banking, or credit services is necessary for applicants.
  • The role involves running reports, reviewing documents for accuracy, and ensuring compliance with deposit policies and regulations.
  • Strong communication skills and proficiency in Microsoft Office are required, along with the ability to work collaboratively and maintain a flexible schedule.

Job DetailsJob Location: CSB Somerville - Somerville, TX 77879Position Type: Part TimeEducation Level: High SchoolSalary Range: $18.21 - $27.31 HourlyTravel Percentage: NegligibleJob Shift: DayJob Category: Banking Run reports listing new accounts opened, maintenance, and new account edits from the previous workday. Run reports for documents scanned previous day, print list and mark off from master list of accounts that have not yet been scanned. Review documents for accuracy and signatures. Ensure that all required documents are available for review, use the appropriate checklist to review each account and document any policy exceptions. Gather relative boarding data sheets and signature cards prepared by New Accounts Representatives. Cross check core systems to original documents and other supporting material to ensure accurate set up of account data. Prepare and distribute various spreadsheets, reports, summaries, and opinions for use by deposit operations, or senior management. Communicate and provide service to deposits and other departments by investigating and resolving documentation problems and inquiries. Maintain a thorough knowledge of business and personal deposit documentation and deposit policies, deposit regulations, and deposit system functionality. Train to be back-up to department co-workers, as assigned. Qualifications High school diploma or GED required Bachelor's degree in finance, accounting, management, or related field preferred 3+ years of experience in business management, finance, accounting, banking, or credit services Excellent written and oral communication and interpersonal skills Type 40 WPM and proficient in utilizing PC, software, and other office equipment Proficient with Microsoft Office suite (Word, Excel, and PowerPoint) Teamwork and dedication to developing strong relationships with coworkers Able to move up to 50 pounds and able to sit or stand for long periods of time Good vision (correctable), hearing, and manual dexterity Able to maintain consistent attendance record in a flexible Monday through Friday schedule




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