Banking Operations Specialist

5 days ago


Draper UT United States Apex Systems Full time

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 AccountsConduct 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 AssuranceEnsure 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 MonitorTrack 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 DutiesPerform 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 SkillsProficiency in using computers and navigating various software applications.
  • Microsoft ExcelAbility to use Microsoft Excel for data entry, analysis, and reporting.
  • Microsoft OutlookProficiency in using Microsoft Outlook for email communication and calendar management.
  • Microsoft Windows 11Familiarity with the Windows 11 operating system.
  • Microsoft WordAbility to use Microsoft Word for document creation and editing.
  • Attention to DetailStrong attention to detail to ensure accuracy and compliance in all tasks.

Nice to Have:

  • Excel MacrosExperience with creating and using Excel macros to automate repetitive tasks and improve efficiency.


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