UniFi EF - Bank of Ann Arbor · 1 month ago
Banking Quality Control Specialist - Core System
Ann Arbor,MI,US
Full-time
Onsite
Entry, Mid Level
2+ years expUniFi EF - Bank of Ann Arbor is seeking a Quality Assurance Specialist to oversee the daily review of new accounts and ensure compliance with banking standards. This role involves maintaining customer records, ensuring data integrity, and providing support to team members across the network.
FinanceFinancial ServicesProfessional Services
Responsibilities
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
Qualification
Required
Working knowledge of Fiserv core data system, including data specifications for deposit products, preferred
Knowledge of Banking regulations, including Regulatory requirements for IRA/HSA tax reporting of transactions, preferred
Demonstrate attention to detail and produce accurate, high-quality work
Demonstrate efficient and effective use of digital tools, including Fiserv core system, Director, Microsoft Word, Excel, Outlook, dual monitors, Microsoft Teams, and interest and ability to learn new applications
Ability to follow directions and apply proper policies, procedures, and guidelines
Excellent organizational and time management skills, with the ability to multi-task, maintain accuracy, and meet deadlines
Strong verbal and written communication skills with the ability to maintain confidentiality and professionalism while interacting with vendors, consumers, and internal team members
Customer service orientation with developed analytical and problem-solving skills
Possess the ability to work independently while supporting a team environment
2 to 4 years' financial institution experience
High School Diploma or equivalent required
Preferred
Fiserv Premier experience preferred
Company
UniFi EF - Bank of Ann Arbor
UniFi Equipment Finance formerly, Ervin Leasing provides superior service with a variety of lease plans on virtually all types of commercial equipment.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
RJ Grimshaw
Chief Executive Officer I President
Company data provided by crunchbase