Job Description
Job Location: Headquarters - Midland, TX 79701,
Position Type: Full Time,
Job Category: Banking, General Summary
Under general direction of Management and in line with established policies and procedures, this position will have two main areas of responsibility including conduct training for new account staff and review new accounts for accuracy and completeness prior to Archiving. Shall develop and implement a New Account training program to train all new (New Account) staff as well as conduct periodic training for existing New Account staff.
Principal Responsibilities and Duties
General
- Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
- Maintain regular and punctual attendance.
- Work cooperatively with others.
- Work overtime as needed.
- Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.
Account Review
- Review New Account packets submitted by New Account staff on a daily basis for accuracy prior to Archiving.
- Work with staff to develop procedures and processes to eliminate errors.
- Serve as the center of knowledge for new account staff questions regarding proper documentation needed to open accounts.
- Work with Compliance and BSA to ensure account openings are in compliance with BSA regulations, policy and procedures as directed by the Manager of Branch Operations
Qualifications: Skills and Abilities Required
- Must be highly organized and a self-starter.
- Must be proficient in Excel, Word, Power Point and Outlook.
- Thorough knowledge of new account functions and BPM.
- Interpersonal skills needed to work effectively with staff at all levels of the bank.
- Interact successfully with co-workers and Officers.
- An appreciation for details; comfortable with spreadsheets.
- Excellent 10 key skills.
- Ability to adapt to technological changes and apply new knowledge to responsibilities.
Working Conditions
- Common office environment.
- Considerable effort and eyestrain from continuous computer use.
Physical Requirements
- Occasionally move office equipment, and files weighing 10+ pounds.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- Ability to use auditory senses for answering telephone and hearing alarms.
- Must be able to remain in a stationary position majority of the time to process work and assist customers.