Deposit Documentation Specialist

    • Job Tracking ID: 512878-713386
    • Job Location: Lebanon, TN
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: November 27, 2019
    • Years of Experience: 2 - 5 Years
    • Starting Date: ASAP
    • Location: Lebanon
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Job Description:

Verification of documents, exception identification, tracking and reporting. Reviews all new accounts for accuracy and notes exceptions. Answers branch inquiries via phone in a professional and knowledgeable manner. Stays abreast of all procedures and processes as relates to new accounts, trusts, titling of accounts, stops, holds, etc. Serves as a resource for branch
personnel regarding account titling and exception management. Reviews reports and cross checks input to reports. Performs special keying projects as assigned. Looks back imaged documents as assigned and resubmits exceptions as needed. Cross trains on all department functions as required. Performs other duties as assigned by supervisor.

Experience and Skills:

Minimum of two years banking operations or new accounts experience preferred. Must be highly-detailed and able to follow up and manage exception tracking. Requires excellent computer/keyboarding skills and proficiency with Windows-based file management (desktop, saving and moving of files). Must be familiar with regulatory rules and bank procedures related to deposit accounts (titling, trusts, etc.) Must be able to remember codes and relationships between codes when changes are required. Must have the ability to interact with employees and customers in a friendly and professional manner. Ability to work flexible hours at times and occasionally on Saturdays.

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