New Account Documentation Clerk Job at BancFirst Corporation
Deposit Operations New Account Documentation Clerk
Oklahoma City, OK
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Review daily reports of customer level maintenance for validity and correctness while ensuring receipt of supporting documentation
Review new account documentation for adherence to regulatory and/or legal requirements and bank policy
Perform system review of customer and account level input for accuracy and completeness
Work with branch personnel to clear documentation exceptions on new or revised accounts
Monitor accounts for compliance with the USA Patriot Act performing necessary steps to maintain compliance
May be cross-trained on various positions in the department
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
REQUIREMENTS
Strong attention to detail and organizational skills
Detailed understanding of BancFirst products and services
Proficient in Horizon and working knowledge of Excel, Word, and Outlook E-mail
Ability to complete job tasks in a timely manner while managing multiple tasks in a busy work environment
Work well individually and with a team while maintaining a positive attitude
Outstanding listening and communication skills, both written and verbal
Critical thinking skills
Excellent work ethic
Attendance and punctuality is an essential function of the job
PREFERRED SKILLS AND QUALIFICATIONS
Knowledge of legal requirements for account documentation
PHYSICAL REQUIREMENTS
Constant use of computer screens
Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear
Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching
Ability to sit and/or stand for long periods of time during the workday
Long periods of typing and repetitive motion
Ability to lift and/or move and carry 10 pounds
LOCATION
BancFirst Tower
Downtown Oklahoma City
100 N. Broadway Ave.
Oklahoma City, OK 73102
HOURS
Full Time
8 a.m. to 5:00 p.m. M-F
Saturdays as scheduled
Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
EOE/BancFirst is an Equal Opportunity and Affirmative Action employer.
Diversity…Our differences enhance business performance.
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