New Account Audit Representative
Join Texas First Bank!
Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Our people are our greatest asset, and we’re dedicated to helping employees and communities thrive.
Text AUDITREP to (281) 688-6192 to apply and submit your resume!
Job Summary
The New Account Audit Representative performs a wide range of duties, including but not limited to auditing a high volume of new and revised accounts for Checking, Savings, IRA, Time Deposit, and Safe Deposit Box.
Responsibilities and Duties:
- Will perform this audit for Personal and Commercial line of business to be in compliance with regulations, procedures and policy as well as Estate, Trust, Rep Payee, Guardianship, Minor, etc.
- Perform numerous account maintenance. Handle address changes, closed account forms, transfer forms, as well as IRA contributions, distributions, and other related forms.
- Prepare exception report once a month for location's outstanding documents.
- Scan all audited documents into management system.
- Assist employees in the banking centers with new account setup and various issues.
- Must be able to handle and process a high volume of work efficiently.
- Perform work independently, exercising independent judgment and discretions. Help with projects and updates to core system as needed.
Job Skills and 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.
Salary Grade 02
EOE/Disability/Veteran
Recommended Jobs
Workday Integration Developer
Workday Integration Developer JOB-10045252 Anticipated Start Date December 1, 2025 Location Taylor, TX Type of Employment Direct Hire Employer Info Our client …
Machine Operator / production finish
Machine Operator / production finish Join a fast-paced manufacturing team where you’ll operate machinery, finish high-quality industrial parts, and help keep production running smoothly. If you’re…
Bus Cleaner
Shuttle Bus Leasing , a D/T Carson Enterprises, Inc. company is a bus leasing company offering its customers a range of customized leasing options. With over 1,000 buses in inventory, we can provide…
Specialty Pharmacy and MTM Services - Manager
Benefits ~ Paid Time Off & Paid Company Holidays ~ Medical, Dental, Vision & Life Insurance ~ Flexible Spending Account (FSA) ~403(b) Retirement Plan with Company Match ~ Short-Term & Long-T…
Automotive Technician
Join Vanguard, a premier auto dealership group with locations in Arlington, Carrollton, Sherman, Austin and Hughes Springs . We proudly represent the top brands of Kia, GMC, Volkswagen and Ford while …
Product Manager- Online Ordering, Marketing, Loyalty
About Peppr: Peppr is revolutionizing the hospitality industry by providing state-of-the-art technology solutions for restaurants. Our mission is to empower restaurants with seamless, efficient, and…
Sr Cloud Engineer
Company Description OUR STORY Let’s be honest: there are lots of people out there doing what we do. We’re just not convinced they’re doing it right. Businesses are hungry for innovation and o…
MEDICAL BILLING AND CODING SPECIALIST SAN ANTONIO TX 78213
MEDICAL BILLING AND CODING SPECIALIST SAN ANTONIO TX 78213 Snelling Staffing San Antonio is seeking a skilled Medical Billing and Coding Specialist to join a family practice in the 78213 area.…
Vietnamese Language teacher- ID: 1079500
Language Trainers is a successful language training company working with freelance teachers of 70 different languages in hundreds of towns and cities across the world. Students are either in-company …