Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Address Change:
• Review requests sent by branch & customer and verify customers’ new address is valid then update for all accounts.
Title Change, Verification & Resolution
• Review and accurately complete title changes requested by customers.
• Ensure title change documents are correct and match information requested. Ex. Marriage certificate
⁃ Review title changes completed by others to ensure accuracy
• Review title changes sent back for inconsistency and resolve or resend to branch for correction
New Account Verification & Resolution
• Review new account opening documents and verify customers information on signature card is consistent with information already in system.
• Verify business documents are completed correctly and signed if necessary
• Verify customer has identifying data required: name, date of birth for an individual, address, ID when required, and identifying number
⁃ Review exceptions fixed and sent back by branches and resolve or send back with corrections needed
CD Renewal & Verification
• Review CD renewal contracts and ensure it is completed accurately and signed
• Ensure rates, term and effective and maturity dates are correct for each individual branch and or or state
⁃ Verify renewals completed by others to ensure accuracy
Status change
• Complete requests from branch or customer to change status of savings, CD and checking accounts. Example active to inactive
Safe Deposit Box
• Process safe deposit Box opening and closing
• Set up new SD boxes with auto pay
• Terminate boxes when requested, and remove any auto pay set up
⁃ Update customers auto pay when needed so payments are made on time. Ex. Previous auto pay account closed
• Ensure all income from SD Boxes are from valid checking or savings accounts or checks are valid
• Check daily Safe deposit proof from accounting for payments or refunds to be processed
• Ensure tickets or checks book to general ledger are done accurately