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Deposit Review Representative at BankFirst Financial Services

Columbus, Mississippi, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Oct, 26

Salary

0.0

Posted On

16 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Excel, Word, Adobe Sign, Document Review, Compliance Monitoring, Legal Documentation Verification, Communication Skills, Multi-tasking, Attention to Detail

Industry

Banking

Description

BASIC PURPOSE: Assist in the review of documents provided by customers to open, update, or gain access to accounts, ensuring that compliance is maintained. PRINCIPLE ACCOUNTABILITIES As a Deposit Review and Compliance Representative, you will be an essential member of the BankFirst Operations team. As such, you will provide support to frontline staff with a variety of deposit related needs, including, but not limited to: * Review and verify documentation required for opening new Trust, Estate, and accounts with Power of Attorney.. * Review and verify legal documentation. * Consult with legal council as needed * Provide support to frontline branch personnel. * Ensure compliance with policies and procedures * Review new accounts for accuracy and ensure compliance * Review a variety of maintenance on accounts to ensure accuracy * Performs multiple tasks, duties, and jobs within the department that pertains to Deposit Operations EDUCATION, EXPERIENCE, SKILLS: Must have good computer skills, specifically Excel, Word, Adobe Sign. Should be detail oriented and be able to multi-task. Have excellent communications skills, written and verbal. BankFirst is an EOE, including vets/ disability

Responsibilities

Review and verify legal and account documentation for new Trust, Estate, and Power of Attorney accounts to ensure compliance. Provide operational support to frontline branch personnel and maintain accuracy in account maintenance.