<p>SmartBank Associates enjoy an AMAZING benefits package including:</p> <ul> <li>Comprehensive benefits- medical, dental, vision, life, and disability insurance </li><li>Matching 401(k) </li><li>Generous paid time off (PTO) </li><li>SmartFlex Days </li><li>Up to 11 Paid Company Holidays </li><li>Incentive Program </li><li>Mental Health Benefits Including 8 Free sessions with a coach or certified professional </li><li>Tuition Reimbursement </li><li>Company apparel provided at no cost </li><li>Community involvement opportunities </li></ul> <p>We are looking for associates who are energetic and can deliver on our values every day!</p> <ul> <li>Act with Integrity </li><li>Be Enthusiastic </li><li>Create Positivity </li><li>Demonstrate Accountability </li><li>Embrace Change </li></ul> <p>Your Role as an Account Documentation Manager</p> <p>Your responsibilities will include:</p> <ul> <li>Embodying SmartBank's Core Values and Core Purpose. </li><li>Follow and embrace the SmartBank Way </li><li>Actively participates in departmental meetings. </li><li>Provides excellent customer service to both Bank clients and fellow associates. </li><li>Implements and oversees all aspects of account documentation functions of the Deposit Operations Department for efficient and effective management. </li><li>Ensures that Account Documentation objectives and tasks are completed properly and timely. </li><li>Ensures that file maintenance reviews are completed daily, and that documentation is scanned in a timely manner. </li><li>Ensures that Account Documentation staff is fluent in policies and procedures and in any regulatory requirements. </li><li>Complete review of required IRA Distributions and complete mailings to clients annually or as needed. </li><li>Creates and approves OTEs as needed and ensures the appropriate documentation is maintained accordingly. </li><li>Maintains policies for Risk Management approval as well as the procedures and training for departmental and front-line associates. </li><li>Complete the required State specific escheatment process in a timely manner as applicable. </li><li>Assist with completing dormant procedures on an established timeline but at least annually. </li><li>Supervises the resolution of problems and errors of staff and clients. </li><li>Ensures new accounts are properly reviewed and monitors weekly exceptions with staff and monthly with Deposit Operations Management. </li><li>Works with Branches and Branch Administration on new account document exceptions. </li><li>Enhance exception descriptions to be consistent for the department and branch personnel. </li><li>Ensures required record keeping of documentation is maintained for the department. </li><li>Adheres to all applicable Bank policies and ensures confidential treatment of all Bank and client data. </li><li>Works with Deposit Operations Management Team in implementation of any system or core changes. </li><li>Ensures that any new branches are trained in new account exception review processes. </li><li>Responsible for working with Deposit Operations Management Team in departmental drive consolidation. </li><li>Assists in any audit or regulatory requests and implements any needed changes to policies and procedures as directed. </li><li>Completes tasks assigned in mergers and acquisitions for CDs; IRAs; and FCM documents. </li><li>Completes as assigned any IRS backup withholding notifications, as well as IRS interest reporting corrections. </li><li>Comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act. </li><li>Create as needed Core Portal Tickets for issues that occur. </li><li>Will manage and process tickets within Fresh Services for all Account Documentation items. </li><li>Will update Fresh Service tickets as needed with IT to support Account Documentation. </li><li>Will manage and support KPI reporting for all Account Documentation activity. </li><li>Will assist with ATM deposit processing. </li><li>Assist with the implementation, preparing and testing Business Resumption Planning endeavors for the Account Documentation area. </li><li>Help support and lead FIS system enhancements as needed for the department. </li><li>Responsible for any Retail Hub and FSR Manual updates and changes. </li><li>Performs other duties as assigned. </li></ul> <p>Qualifications for the Ideal Candidate</p> <p>To excel in this role, you should possess the following qualifications:</p> <ul> <li>High School Diploma or equivalent required; Bachelor's degree preferred. </li><li>Two to five years of related experience in deposit operations. </li><li>Individual Retirement Account (IRAs) experience preferred </li></ul> <p>Training Requirements (licenses, programs, or certifications):</p> <ul> <li>None </li></ul> <p>Knowledge, Skills, & Abilities:</p> <ul> <li>Excellent customer service skills. </li><li>Extensive knowledge of all financial institution policies and procedures. </li><li>Proficient level of computer competency including Microsoft Windows (Word, Excel, Outlook, PowerPoint), typing proficient. </li><li>Knowledge of basic banking accounting. </li><li>Knowledge of error resolutions. </li><li>Ability to apply knowledge and sound judgment in decision-making using established guidelines. </li><li>Associate will rely on independent judgment based on experience with regards to departmental and client matters. </li><li>Strong math skills. </li><li>Strong written and oral communication skills. </li><li>Detail oriented and ability to function in a team environment. </li><li>Demonstrates ability to maintain a positive attitude and a high level of integrity. </li><li>Able to maintain regular and predictable attendance. </li><li>Willing to accept new ideas and methods and be agreeable to change. </li></ul> <p>Work Conditions:</p> <ul> <li>Able to routinely stand, sit, bend, and stoop. </li><li>Regularly required movements of wrists, hands, fingers. </li><li>Average, ordinary, visual acuity necessary to prepare/inspect documentation. </li><li>Physical requirement needed to operate computer, copier, mailer, and encoder. </li><li>May be required to travel for workshops and seminars to adhere to federal regulations. </li><li>Must have flexibility in schedule to assist front line staff when needed and work extra time to complete project deadlines. </li></ul> <p>A career at SmartBank is more than just a job, it is a family where values are upheld and hard work is recognized. Our SmartBank team of associates are trustworthy, loyal and innovative. We have been supporting our customers for over 15 years in Tennessee, Alabama, and Florida and are continuing to grow. We empower our associates to treat our customers with care and to be involved in the communities we support. We build exceptional value by fostering a work environment that respects individual needs, establishes high expectations and recognizes achievement - It is the SmartBank way.</p>