The New Account Audit Desk 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. 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.
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.
The New Account Audit Desk 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. 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.
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.
At Texas First, our mission is to provide quality financial services by developing exceptional and long-term personalized relationships with the citizens in the communities we serve. We are proud to say from the Boardroom to the Lobby, we are staffed with local employees ready to serve our customers.
Texas First Bank is one of the fastest growing financial organizations in Southeast Texas. We have locations in Galveston, Harris, Chambers, Jefferson and Brazoria counties. We stand ready to provide products and services to the Texas Gulf Coast Region. In order to accomplish the goals of our organization, we need employees who are professional and excited about the opportunities we are creating.
Our employees receive a base salary paired with an aggressive incentive plan. We also offer a first-class 401(k) plan, tuition assistance for bank-related education, and benefits paid through Section 125, which covers non-reimbursed medical and dependent care.
Texas First Bank is an Equal Opportunity Employer.