New Account Audit Representative
Join Texas First Bank!
Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Our people are our greatest asset, and we’re dedicated to helping employees and communities thrive.
Text NAAUDIT to (281) 688-6192 to apply and submit your resume!
Job Summary
The New Account Audit Representative performs a wide range of duties, including but not limited to auditing a high volume of new and revised accounts for Checking, Savings, IRA, Time Deposit, and Safe Deposit Box.
Responsibilities and Duties:
• Will perform this audit for Personal and Commercial line of business to be in compliance with regulations, procedures and policy as well as Estate, Trust, Rep Payee, Guardianship, Minor, etc.
• Perform numerous account maintenance. Handle address changes, closed account forms, transfer forms, as well as IRA contributions, distributions, and other related forms.
• Prepare exception report once a month for location's outstanding documents.
• Scan all audited documents into management system.
• Assist employees in the banking centers with new account setup and various issues.
• Must be able to handle and process a high volume of work efficiently.
• Perform work independently, exercising independent judgment and discretions. Help with projects and updates to core system as needed.
Job Skills and Requirements:
• Must be very detailed oriented with strong organizational, analytical, and communication skills.
• Excellent customer service skills.
• Work well in a team atmosphere.
• Must have at least 2 years banking experience with new accounts experience preferred.
• Proficient with Microsoft Office programs and the use of various office equipment.
Salary Grade 02
EOE/Disability/Veteran
Apply tot his job
Apply To this Job
Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Our people are our greatest asset, and we’re dedicated to helping employees and communities thrive.
Text NAAUDIT to (281) 688-6192 to apply and submit your resume!
Job Summary
The New Account Audit Representative performs a wide range of duties, including but not limited to auditing a high volume of new and revised accounts for Checking, Savings, IRA, Time Deposit, and Safe Deposit Box.
Responsibilities and Duties:
• Will perform this audit for Personal and Commercial line of business to be in compliance with regulations, procedures and policy as well as Estate, Trust, Rep Payee, Guardianship, Minor, etc.
• Perform numerous account maintenance. Handle address changes, closed account forms, transfer forms, as well as IRA contributions, distributions, and other related forms.
• Prepare exception report once a month for location's outstanding documents.
• Scan all audited documents into management system.
• Assist employees in the banking centers with new account setup and various issues.
• Must be able to handle and process a high volume of work efficiently.
• Perform work independently, exercising independent judgment and discretions. Help with projects and updates to core system as needed.
Job Skills and Requirements:
• Must be very detailed oriented with strong organizational, analytical, and communication skills.
• Excellent customer service skills.
• Work well in a team atmosphere.
• Must have at least 2 years banking experience with new accounts experience preferred.
• Proficient with Microsoft Office programs and the use of various office equipment.
Salary Grade 02
EOE/Disability/Veteran
Apply tot his job
Apply To this Job