Sign Up | Login
top resume

Account Processing Representative I, II, III

Job Posted 11/20/2024
ANB Bank
Colorado Springs, CO
United States
Job Description
Description

ANB Bank has financial strength embodied in $3 billion in assets and is a true community bank with an unwavering commitment to excellence. The bank helps each of its communities prosper through investment, sponsorship, philanthropy, and employee volunteerism. It is a passion ANB has for banking that makes the difference.

ANB Bank hires individuals who provide excellent customer service and build meaningful relationships with our customers and within our communities. ANB is committed to rewarding our team members who strengthen our company and culture. ANB offers competitive compensation and a comprehensive benefits package for this position.

  • Hiring Pay Ranges:
    • Account Processing Representative I - $17.50 - $21.25 per hour
    • Account Processing Representative II - $18.00 - $20.50 per hour
    • Account Processing Representative III - $19.25 - $22.63 per hour
      • The hiring pay range for this position is commensurate with the level of relevant experience and education.
      • This position may be eligible to receive an additional $1.00 per hour if approved for the Spanish Communication Assistant Program.
Health & Wellness Benefits (Subject to Eligibility Requirements)
  • Minimum 4 Weeks of Paid Time Off (PTO)
  • 11 Paid Holidays
  • Medical, Dental, and Vision Insurance
  • Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts
  • Company provided Life, AD&D, and Disability Insurance with supplementation options
  • 401(k) plan with discretionary company match and profit sharing
  • Discretionary annual bonus and employee referral incentives
  • Employee Assistance Program (EAP)
  • Tuition Reimbursement Program
  • Spanish Communication Assistant Program Incentive
  • Employee banking products
Summary
  • Primarily responsible for supporting Retail, Commercial, and Private Banking channels in their efforts to open and maintain deposit accounts with documentation that is thorough, accurate, and complete. Critical daily tasks in the department include, but are not limited to, reviewing all new account and customer documentation for adherence to regulatory and procedural guidelines.
Essential Duties and Responsibilities
  • Assists with the creation of policies and procedures for all departmental tasks.
  • Identifies opportunities to modify processes to meet Account processing goals, including becoming more efficient, decreasing errors and minimizing risk exposure.
  • Completes the following daily/monthly/annual departmental tasks with their deadlines with a degree of accuracy and minimal assistance: Account Setup Error Review, Account Maintenance Review, New Account Review, Youth Account Conversions, W8 Annual Mailings, CIP Violation Closures and other tasks as assigned by management.
  • Ensures regulatory and statutory compliance with the tasks listed above.
  • Maintains professional and technical knowledge by attending educational workshops, viewing webinars and analyzing published materials related to the department's tasks.
  • Works independently or with a team to complete departmental objectives.
  • Adapts to shifting priorities and responsibilities (i.e. departmental daily tasks versus projects) within the department with ease.
  • Utilizes strong communication skills, both written and orally, when communicating with others and making recommendations.
  • Effective multi-tasker with excellent time management skills.
  • Communicates effectively both written and verbally with internal and external customers, vendors and management.
  • Processes daily tasks with a high degree of accuracy due to the nature of the departmental tasks.
  • Possesses the ability to work independently or on a team with management oversight.
  • Possesses a strong work ethic, critical thinking, and problem-solving skills with attention to detail.
  • Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures related to the position.
  • Delivers quality of service as defined by department standards.
  • Maintains confidentiality as defined by department standards.
  • Supports the company's Mission, Vision, and Values.
  • Other duties may be assigned.
Account Processing Representative I:
  • Performs most, if not all, of the above duties with regular direction and supervision.
  • Follows procedures and completes tasks assigned with regular prompt.
Account Processing Representative II:
  • Performs the duties above with occasional direction and supervision.
  • Follows procedures and completes tasks assigned with occasional prompt.
  • Occasionally suggests opportunities to reduce errors or improve processes.
  • Occasionally assists with other duties (i.e. training, escalations, completing quality control reviews, helping teammates, drafting and/or editing procedures or communications, projects, etc.).
Account Processing Representative III:
  • Performs the duties above with minimal direction and supervision.
  • Follows procedures and completes tasks assigned with minimal prompt.
  • Leads by example and encourages others by demonstrating exemplary behaviors.
  • Regularly suggests opportunities to reduce errors or improve processes.
  • Regularly assists with other duties (i.e. training, escalations, completing quality control reviews, helping teammates, drafting and/or editing procedures or communications, projects and/or leading smaller projects, etc.).
Education and/or Experience

Account Processing Representative I:
  • No experience required.
  • High school diploma or general education degree (GED) required.
Account Processing Representative II:
  • 1 year of financial industry and/or customer service experience, or an equivalent combination of other work history and/or education.
  • High school diploma or general education degree (GED) required.
  • Experience with Microsoft Office Suite: Word, Excel, Outlook, and PowerPoint preferred.
  • Understanding of banking products, services, forms, and regulations preferred.
Account Processing Representative III:
  • 2 years of financial industry and/or customer service experience, or an equivalent combination of other work history and/or education.
  • High school diploma or general education degree (GED) required.
  • Intermediate experience (i.e. 2+ years) with Microsoft Office Suite: Word, Excel, Outlook, and PowerPoint preferred.
  • Intermediate understanding of banking products, services, forms, and regulations preferred.


Work Schedule: Monday - Friday, 8:00am - 5:00pm

Equal Opportunity Employer / Affirmative Action / Minorities / Female / Disability / Veteran

ANB Bank is committed to providing Equal Opportunity in Employment. The Bank is continually trying to improve recruitment, employment, development and promotional opportunities for its employees. Our selection decisions are based on job-related factors and not on the basis of age, race, sex, color, religion, national origin, disability, sexual orientation, veteran status, pregnancy, marital status, genetic information, gender identity, or any other status protected by federal, state, or local law.

ANB Bank complies with the Equal Pay for Equal Work Act. ANB Bank requests that Applicant not disclose its wage rate history to ANB Bank. If ANB Bank for any reason comes into possession of Applicant's wage rate history, ANB Bank will not rely on it in determining a wage rate. ANB Bank requests that applicant not provide information on age, date of birth or graduation date from any academic institution, including on resumes.

Anticipated Date of Application Window Closure: 09/27/2024 (or until filled)
View Count 1
Colorado Job Hub - Job Board