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Specialist IV - Clerical - Banking Job Description

 

 

 

Job Description:

The Specialist IV - Clerical - Banking will perform all or some of the following Job description:

  • Assist branches with all operational functions, including opening and closing accounts, Safe Deposit Boxes, legal issues, policies and procedures, forms teller and branch balancing, etc.

  • Assist branches with the review of Trust/Power of Attorney Documents
    Maintaining and enforcing Reg D Rules

  • Perform OFAC checks on International ACH items

  • Back up to the Safe Deposit Specialist.  

Minimum Requirements / Knowledge / Skill For Specialist IV - Clerical - Banking Job

  • 4 years of banking experience with emphasis in back office functions
  • Ability to interpret Trusts/Power of Attorney
  • 2 year retail banking experience with opening new accounts
  • Excellent verbal and written communication skills.
     


 

 

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