Job Description

Bank Operations Specialist

6 month W2 contract

On-Site 8-4:30 Monday-Friday in Draper, Utah

Pay Rate: $19 an hour

Responsibilities:

• Review New Deposit Accounts : Conduct thorough reviews of all new deposit accounts to ensure accuracy in structure, account ownership, and compliance with legal documentation requirements. This includes verifying the correctness of account details and ensuring all necessary documentation is complete and accurate.
• Compliance Assurance : Ensure that all information required for compliance with the Bank Customer Information Program is obtained and accurately recorded. This involves maintaining up-to-date records and ensuring adherence to regulatory standards.
• Track and Monitor : Track and monitor for missing signature cards and account exceptions. This includes following up on outstanding items and ensuring that all accounts are fully compliant with bank policies and procedures.
• Additional Duties : Perform other tasks and duties as assigned by management. This may include participating in special projects, assisting with audits, and providing support to other team members as needed.

Must-Have:

• Basic Computer Skills : Proficiency in using computers and navigating various software applications.
• Microsoft Excel : Ability to use Microsoft Excel for data entry, analysis, and reporting.
• Microsoft Outlook : Proficiency in using Microsoft Outlook for email communication and calendar management.
• Microsoft Windows 11 : Familiarity with the Windows 11 operating system.
• Microsoft Word : Ability to use Microsoft Word for document creation and editing.
• Attention to Detail : Strong attention to detail to ensure accuracy and compliance in all tasks.

Nice to Have:

• Excel Macros : Experience with creating and using Excel macros to automate repetitive tasks and improve efficiency.

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