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Service Center Quality Control Specialist

Posted: 01/28/2024

Duties and Responsibilities

  • Assist in verifying that all IRA and HSA paperwork submitted is properly completed before processing the transaction.
  • Working with Service Center Mangers/Area Managers/Market Managers closely to help advise and direct their staff with questions/issues that may arise on a day to day basis.
  • Develop, monitor, and report as assigned on the quarterly branch audit.
  • Complete Daily Monitoring of US Bank Balance Reporting and research as needed
  • Complete Daily Balancing of Teller Cash Clearing, reaching out to Service Manger to get corrections made
  • Oversee Teller/Banker systems.
  • Update, advise and manage Retail policies, procedures and guidelines
  • Complete quarterly auditing tasks, including: overseeing all aspects of the quarterly audits and reporting; quarterly audit reporting for incentive plan.
  • Research and help with Variations.
  • Complete Legal Document Review, included but not limited to, Trusts, Power of Attorneys, Guardianships, Estate documentation.
  • Assist with the opening and closing of branches.
  • Oversee Medallion program, including: reviewing weekly certified user list; reviewing the Medallion and SVP stamp inventory; ensuring the annual review course is administered every January; ordering and replacing stamps and ink as needed; reviewing all Medallion documentation for the branch associates as needed.
Education and Training
  • Associate degree or higher is preferred.
  • At least 2 years of retail banking experience is required.
  • Requires advanced knowledge of Microsoft Office.
  • Strong oral and written communication skills
  • Microsoft Office Suite
Ability to:
  • Travel as needed to various branch markets to assist with conversions
  • Work independently and make decisions
  • Perform duties and make decisions under frequent time pressures
To learn more, or to apply, click here