New Account Audit Representative
Texas First Bank, Houston, TX, United States
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
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