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.
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