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INTRUST Bank · 1 day ago

Deposit Quality Analyst

Wichita, Kansas, United States

Full-time

Onsite

Entry, Mid Level

2+ years exp

INTRUST Bank is dedicated to fostering a supportive work environment and is seeking a Deposit Quality Analyst. This role involves providing exceptional customer service, managing escalated inquiries related to deposit accounts, and ensuring compliance with banking regulations and documentation accuracy.

Financial Services

Growth Opportunities

Responsibilities

Supports internal customer escalated inquiries by responding to phone calls, service events and emails regarding complex deposit account setups, trust ownership, IRAs, bank regulations, and policies

Responsible for the handling of deposit accounts with a deceased owner, including system coding, beneficiary notification, and closure/payout of account(s). Reviews internal and external documentation including Power of Attorney, Payable on Death, and Small Estate Affidavit forms. Assists frontline with payout instructions when closing deceased accounts

Completes transactions on tax-advantaged accounts, including opening Beneficiary IRAs and processing outgoing IRA transfers. Opens Health Savings Accounts and handles multi-account HSA contributions

Assists with various department functions including, but not limited to new account/maintenance auditing, scanning/processing documents, address corrections/changes, daily/weekly/monthly exception reports/processes

Ensures accurate tax reporting on deposit accounts, reviewing regular reports and updating the core system when completing tax corrections as needed

Stays well informed of all rules and regulations governing deposit accounts offered at INTRUST Bank including all checking, savings, CD, IRA, HSA, and safe box products while maintaining a working knowledge of tax documents related to these products

Interacts with internal customers to expediently resolve account/document errors. Maintains awareness of regulatory timeframes and reconciles errors in a timely manner to minimize bank risk and/or negative customer impact

Able to work with all internal software programs and product applications to ensure customer support and service levels are met

Provides backup assistance as needed on multiple department functions and works on various special projects as assigned

Qualification

Deposit account knowledgeCustomer service skillsRegulatory knowledgeComputer experienceMultitaskProfessional interactionCommunicationProblem explanation