New Account Audit Representative

First Bank Texas
Any Location, TX
Job Description
Role Overview

The New Account Audit Representative performs a wide range of duties, including auditing new and revised accounts for Checking, Savings, IRA, Time Deposit, and Safe Deposit Box. The role requires strong organizational, analytical, and communication skills, with excellent customer service skills. The representative must be able to handle and process a high volume of work efficiently, exercising independent judgment and discretion.

What You Will Do

Perform audits, handle account maintenance, prepare exception reports, scan documents into a management system, assist employees with new account setup and issues, and help with projects and updates to the core system.

Why It Might Be a Fit

The ideal candidate will have at least 2 years of banking experience, with new accounts experience preferred. Proficiency with Microsoft Office programs and various office equipment is also required.

Requirements

  • Must be very detailed oriented with strong organizational, analytical, and communication skills.
  • Excellent customer service skills.
  • Work well in a team atmosphere.
  • Must have at least 2 years banking experience with new accounts experience preferred.
  • Proficient with Microsoft Office programs and the use of various office equipment.

Benefits

  • Dental insurance
  • Vision insurance
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