Deposit Quality Control Specialist

Beacon Bank • Pittsfield, MA • 2h ago

Purpose/Objective: Responsible for the review and monitoring of
customer profile and account changes to ensure accuracy and integrity of
core system data. Performs quality control review of customer name and
account changes performed by bank employees ensuring all were properly
authorized, processed timely and accurately. Maintains high level of
knowledge and understanding of core system customer profiles, deposit
account origination, proper titling, required documentation and best
practices to ensure the core system data is properly maintained and to
allow for a clear understanding of a customer\'s relationship with the
bank. Key Accountabilities: - New Account Monitoring: Conducts
quality control review of new checking, saving, and certificate deposit
accounts. Works with frontline staff to resolve and correct
inconsistencies of customer or account records that cause inaccurate
data within the core system. Tracks and reports deposit account
documentation missing from the bank\'s document archive. Conducts follow
up with branches when necessary. - Account Titling Change Monitoring:
Conducts quality control review of deposit account maintenance. Ensures
processing was performed accurately so the customer\'s accounts work
properly without any interruption of service. Tracks issues and
remediates to close. Reports exceptions and unresolved issues to
manager. - Safe Deposit Box Review: Conducts quality control review over
new box leases and titling changes performed. Works with frontline staff
to resolve and correct any inaccurate data stored in the core system.
Tracks and reports any missing documentation in the bank\'s document
archive. - Business Account Tracking: Monitors new business accounts
opened, and maintenance transactions performed on existing businesses to
ensure required Beneficial Ownership Forms are obtained, completed, and
properly uploaded into document record retention as required. - Support
and assist Branch Operations team as needed. Complete any assigned tasks
and projects on a timely basis. Document and resolve issues within scope
of responsibility. - Ensures compliance with all banking laws, rules,
regulations, and prescribed policies, practices, and procedures
necessary to reduce risk and uphold ethical standards related to and
required by one\'s duties. Education: - High school diploma -
Associate degree preferred Experience: - 1-2 years in bank
operations - Experience in bank products/services - Knowledge of legal
title and CIP requirements Skills & Knowledge: - Proficient with MS
Office products - Strong verbal and written communication skills -
Strong organizational skills - Ability to multi-task - Attention to
detail Berkshire Bank is an Equal Opportunity Employer - all qualified
applicants will receive consideration for employment without regard to
race, color, religion, sex, sexual orientation, gender identity, or
national origin. If you would like to contact us regarding the
accessibility of our website, need assistance completing the application
process, or would like to request alternative methods of applying,
please contact us at hr@berkshirebank.com.

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