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Deposit Account Analyst

Company: Columbia BankSystem, Inc.
Location: Lakewood
Posted on: November 20, 2020

Job Description:

Essential Job Functions:

Utilizes knowledge of complex business entities to advise/assist Bankers and Relationship Officers for new or existing complex deposit accounts.

Provides detailed analysis for complex account relationships to ensure appropriate documentation to support the account relationship has been obtained.

Communicate complex account opening requirements to manager level and above with the Retail, Commercial, and Treasury Management business lines.

Prepares documents for complex deposit accounts within system including but not limited to the following accounts

Master/Multi Signer Signature Cards-New and Grandfathered

Nested Entities-Definition; Business accounts that have businesses nested into the relationship

Tribal Account Relationships

HOAs

Property Management

Joint Ventures

IRA and HAS’s

Municipalities

Inputs accounts on the system.

Verifies input accuracy.

Investigates and resolves all but the most complex deposit account document questions.

Validates accuracy of existing account set ups in the system

Verifies supporting account documentation to comply with regulatory requirements and bank policy and procedure

Ensures that the documents requested comply with bank policy and that document packages are complete to minimize the risk of loss to the bank.

Assist branches with process and procedural information according to Standard Operating Procedures and Training manuals and provide expert guidance on complex inquiries

Assist branches with questions regarding account opening and maintenance

Escalation point for Retail Branches, which includes compiling data and formulating recommendations for review by Retail Administration Leadership.

Escalation and/or approval point for BSA

Provides back up to Branch Support to create document sets for complex clients

Provides back up to Bank Operations Support

All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.

Minimum Job Requirements:

High School diploma or GED required

2+ years’ experience Personal Banking or 2 years Branch Support or equivalent

1+ years’ experience in account documentation preferred

Demonstrated ability to organize and process multiple document requests to assure timely and accurate completion

Strong research and problem solving capabilities.

Extensive knowledge and understanding of business, non-profit, tribal, and municipal, entity structures

Strong working knowledge of banking operations practices, principles, applications, methods, policies, and procedures.

Effective verbal and written communication skills including communications at all management levels

Proficient in Microsoft Office Suite

Proficient in Business Process Manager and Precision

Ability to work independently and collectively within a team environment.

Ability to effectively discern information and formulate appropriate action and set priorities

Excellent interpersonal skills required

Physical and Mental Requirements:

Ability to sit at a computer monitor for extended periods of time

Ability to perform repetitive finger, hand, and arm movements

Ability to lift up to 15lbs.

Ability to effectively discern information and formulate appropriate action

Ability to reach, squat, bend, and manually manipulate standard office equipment

Values and Behaviors:

Build enduring RELATIONSHIPS with clients and each other.

Drive INNOVATION that simplifies life and work.

Seek continuous GROWTH in your personal and professional development.

Commit with HEART to serve others.

Extend TRUST in order to receive it.

Keywords: Columbia BankSystem, Inc., Lakewood , Deposit Account Analyst, Other , Lakewood, Washington

Click here to apply!

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