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Bank of Ann Arbor · 1 month ago

Banking Quality Control Specialist - Core System

Ann Arbor, MI

Full-time

Onsite

Entry, Mid Level

2+ years exp

Bank of Ann Arbor is seeking a Banking Quality Control Specialist to oversee the daily review of new accounts and maintain customer records in the core system. The role involves ensuring compliance with quality standards, supporting branch staff with data accuracy, and performing various job-related duties as assigned.

BankingCustomer ServiceFinancial 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

Fiserv core data systemBanking regulationsMicrosoft ExcelCustomer service orientationAttention to detailVerbal communicationWritten communicationOrganizational skillsTime managementProblem-solving skills

Required

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