Trust Operations Officer jobs in Wichita Falls, TX

Description

GENERAL DESCRIPTION:

The Deposit Customer Service Quality Control Representative is a function of bank internal control regarding the onboarding, maintenance, and closing of deposit accounts and auxiliary deposit functions within the bank. Customer Service Quality Control is tasked with daily monitoring, logging, and communication of errors and inconsistencies occurring in the Lobby Services and Call Center areas. 

ESSENTIAL FUNCTIONS OF JOB:

1. Knowledge of Core software.
2. Knowledge of specific onboarding software used to service customers.
3. Experience with legal documents such as the categories of Power of Attorney and Representative Payee, as well as various documents presented upon the death of a customer, such as Letters of Testamentary, Letters of Administration, or Small Estate Affidavits.
4. Understanding of Specific policies and procedures of American National Bank & Trust.
5. Understand and review daily reports relating to accounts and debit cards. 
6. Prepare and distribute monthly reports. 
7. Perform all other duties as required or assigned. 
8. Review daily reports for all maintenance made on accounts CSR and LSR. 
9. Review Accounts with a change of address, closed accounts and new debit cards. 

Requirements

REQUIRED SKILLS:

1. Must be knowledgeable in the use of office equipment, (i.e. computers, copiers, scanners, multi-line phones, etc.); regular use of desktop computer and related banking software.
2. Mental awareness, alertness and adaptability to office and field area work routines.
3. Must be proficient in MS Office, (i.e. Excel and WORD), accounting, alpha-numeric data entry, spreadsheets.
4. Must possess excellent time management skills and the ability to prioritize work.
5. Must pay attention to detail and possess excellent problem-solving skills.
6. Must possess strong organizational skills with the ability to multi-task.
7. Communication Skills: Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. Ability to effectively communicate information and respond to questions in person-to-person or electronic situations with other employees of the company.
8. Mathematical Skills: Ability to add, subtract, multiply and divide numbers. Ability to perform such mathematical skills using money and other forms of measurement.
9. Critical Thinking Skills: Ability to use common sense understanding in order to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature.
10. Decision-Making: Performs work operations which permit frequent opportunity for decision-making of minor importance, and which would not only affect the operating efficiency of the individual involved but would also affect the work operations of other employees and/or clientele to a slight degree.
11. Mental Demand: Light mental demand. Operations requiring intermittent direct thinking to carry our pre-determined procedures or a sequence of operations.
12. Problem-Solving: Repetitive; Activities or duties using a pre-determined set of processes or directions coupled with nearby supervision; Learned things in situations where choice is simple or patterned.
13. Accuracy: Probable errors of internal and external scope would have a moderate effect on the operational efficiency of the organizational component concerned. Errors might possibly go undetected for a considerable period of time, thereby creating an inaccurate picture of an existing situation. Could cause further errors, losses or embarrassment to the company. The possibility for error is always present due to the requirements and repetition of the job.

PHYSICAL REQUIREMENTS and WORKING CONDITIONS:

While performing the essential functions of this job, the Customer Service Quality Control Rep is continuously required to sit, stand, talk or hear; they regularly sit, use hands to finger, handle or feel and frequently are required to reach with their hands and arms and occasionally stand, walk, climb or balance. They may occasionally lift, move, push or pull up to 10 pounds. Specific vision abilities required by this job include close vision. This is an indoor position and the noise level in the work area is usually moderate. There are no harmful environmental conditions present for this position. 

REQUIRED EXPERIENCE:

High school degree or GED equivalent; emphasis on office skills, plus 12-18 months of related experience and/or training or equivalent combination of education and experience.

REPORTING RELATIONSHIP:

This position reports directly to the Customer Service Supervisor, Customer Service Supervisor reports to the AVP of Operations, AVP reports to the EVP of Operations, who reports to the President/CEO of American National Bank & Trust.

DISCLAIMER:

This job description is representative only and not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. Duties and responsibilities may be changed, expanded, reduced or delegated by Management to meet the business needs of the organization.

This document in no way constitutes an offer of employment or a contract of employment. ANB&T reserves the right to modify job descriptions, policies or any other procedural document at any time, for any reason, with or without prior notice.