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Heritage Bank NW · 1 month ago

Temporary Bank Operations Quality Control Specialist

Tacoma, WA, US

Full-time, Contract

Onsite

Mid Level

$23/hr - $28/hr

3+ years exp

Heritage Bank NW is seeking a temporary Bank Operations Quality Control Specialist to join their team. This role is responsible for completing deposit account quality control reviews and ensuring compliance with internal procedures and regulatory requirements while providing quality customer service.

Banking

Responsibilities

Performs quality control review for all new deposit accounts, maintenance of deposit accounts, and safe deposit boxes to ensure compliance with internal procedures and regulatory requirements

May assist with second review of bank operations high risk maintenance activities to ensure accuracy and adherence to procedure and controls

May assist with the review of department/branch general ledger reconciliations and transaction processing

May participate in the quality control review of high-risk areas including dormant account processing, negotiable instrument certifications, SOX controls and regulatory customer communications

May assist with the review of critical maintenance reports for monetary and non-monetary transactions to ensure all transactions are appropriate and supported by applicable documentation

Understands and maintains working knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to assigned area

Understands and comply with all policies, procedures, standards and guidance relevant to assigned job responsibilities

Qualification

Bank operations experienceRegulationsDeposit documentationBank accounting practicesMS Office proficiencyAnalytical skillsCustomer serviceCommunication skillsDetail orientedOrganizational skills

Required

3+ years of recent experience in a branch and/or bank operations support role required

High School Diploma or equivalent required

Provides an exceptional level of quality service for internal and external customers and responds to customers' needs, questions and concerns in an accurate, effective, and timely manner

Effective listening verbal, written and telephone etiquette business communication skills, with the ability to read, write, speak and understand English well

Working knowledge and understanding of banking policies, procedures, and terminology related to banking laws and regulatory requirements applicable to various deposit accounts and operations

Working knowledge of deposit documentation, with the ability read/interpret documents or authorizations, ensuring accurate data input and/or approvals have been attained

Working knowledge of bank accounting practices including the understanding of debit/credit relationships; math skills to calculate interest, balance accounts and locate routine mathematical errors

Detail oriented with strong organizational and time management skills; with the ability to manage multiple assignments, ensuring that priorities are set and commitments and deadlines are met, with direct and/or moderate oversight

Excellent analytical ability, data review and processing skills, with the ability to identify and resolve exceptions and interpret data

Unquestionable integrity in handling sensitive and confidential information required

Proficient knowledge and use of MS Office products (Word, Excel, Outlook) and retrieval of data, with the ability to adapt to and learn new products and technologies quickly

Recent working knowledge of financial services systems and experience utilizing digital servicing and client file management applications, i.e., FISERV / DNA – required

Preferred

Working knowledge of applicable rules and regulations, report review functions and current working knowledge across various functional bank operations areas i.e., deposit operations, item processing, dormant account review, compliance strongly preferred

Associate's degree or higher in Accounting of Finance preferred

Equivalent combination of education, experience, and training in a relevant role may be considered