Banking Quality Control Specialist - Core System - Ann Arbor, MI

APPLY NOW

Summary of Duties: 

The Quality Assurance Specialist under the supervision of the SVP, Director Operations is responsible for the daily review of new accounts opened in the core system, maintenance to accounts and customer records, as well as exceptions to standard procedures. Performs a daily review of account production process to ensure compliance with quality and reliability standards. This position handles both routine assignments and provides service and support to other team members throughout the BOAA network.

Essential Functions:

• Adheres to bank policies and procedures regarding data integrity, to increase efficiency, and reduces added costs. 
• Daily review of newly established Deposit Accounts added to the Core system and all changes made to Deposit Accounts, such as, Demand Deposit Accounts (DDA), Savings, Certificate of Deposit (COD), Safety Deposit Box (SDB), Individual Retirement Account (IRA) and Health Savings Account (HSA) ensuring accuracy in setup and completion of and electronic storage of account governing documents. 
• Daily review of CIF (Customer Information File) and File Maintenance Report for Deposit Accounts, such as, DDA, Savings, COD, SDB, IRA and HSAs for changes and to ensure supporting documentation is on file. 
• Work with the branch staff to fix incorrect data and obtain all missing documentation to support account set-ups and changes.
• Work with branch staff on transaction regulations on IRA and HSA accounts. 
• Process change of address requests and return mail in a timely and accurate manner.
• Process importation of documents, indexing, and adjusting keywords to document retention program.
• Possess strong verbal and written communication skills to interact with internal customers.
• Perform other job-related duties or special projects as assigned.
• AND MORE...