DESCRIPTION OF ESSENTIAL DUTIES AND RESPONSIBILITIES:
Verifies signature cards and supporting documents used for deposit account opening or revision. Advises Personal Bankers and Retail Managers of account opening/revision requirements taught in standardized training. Perform image quality verification of scanned deposit documents. Consequence of error is significant. Incumbent has limited contact with customers and frequent contact with other departments, Account Officers, Personal Bankers and Retail Managers, etc; Contact outside the workgroup is by phone and written correspondence.
High school graduate or equivalent and eighteen months banking experience is required, experience with deposit account documentation preferred. Requires excellent written communication, mathematical and general business knowledge; proficiency in the use of personal computers and related office equipment required. Other important qualities or performance are: attention to detail, reliability, excellent self-directed work habits, initiative, good interpersonal and teamwork skills. Working knowledge of deposit documentation requirements including: Texas statutes affecting account ownership and IRS requirements for non-resident aliens are typically obtained on the job in specialized deposit account training. The incumbent must be able to function efficiently and effectively under deadlines and stress while maintaining a professional and mature demeanor. The ability to sit for extended periods of time and complete work using keyboard and monitor for majority of work day is a must.
Must actively participate in Customer Service First sales and service culture, support the values of the organization and follow established company policies and procedures.