Quality Assurance and Reporting Specialist

FUNCTION : The Quality Assurance and Reporting Specialist works primarily to ensure the quality, accuracy, and integrity associated with Bangor Savings Bank deposit products and customer information. They will review an array of critical, customer impacting, or regulatory documents for accuracy and completeness, and take appropriate action when necessary. They will also perform a wide range of reporting on various deposit products and customer files required by both internal and external sources.

This is a full-time career opportunity based in Bangor, Maine that provides both remote and on-site work options with a required minimum of three days a week in the office. The hybrid (remote / on-site) work option is available upon successful completion of initial training (approx. 90 days).

Key Responsibilities :

• Reviews all account opening documentation related to new Checking Accounts, Savings Accounts, CDs, and related deposit products. This includes Signature Cards, Resolutions, CD Agreements, IRA Applications, Overdraft Options, and other legal documentation.
• Analyzes several customer or regulatory impacting critical maintenance fields within the Customer Information and Deposit Account files for accuracy.
• Performs a variety of required reporting such as 1099 tax reporting, IRA reporting, Excess Debit reporting, Chexsystems reporting, and Asset Verifications.
• Monitors an assortment of key reports related to the integrity of deposit products and customer information, and takes appropriate actions.
• Reviews and validates customer statements, and produces additional statements as necessary.
• Maintains account statements to minimize bank expenses through combining.
• Notifies others when issues are identified, and notifies the appropriate leadership members when any trends or recurring issues are identified.
• Maintains a strong understanding of Jack Henry Silverlake, Jack Henry Synergy, Chexsystems, and other critical bank systems, and works with the appropriate third party contacts when issues or questions arise.
• Proactively looks for and communicates opportunities for process improvements within their team, the department, or the bank which lead to efficiency, better customer service, or risk reduction.
• Communicates any pertinent information to supervisors, team members, and internal / external customers to ensure timely resolution of all problems and customer service situations.

Levels :

General Accountabilities :

Compliance and Control :

Knowledge / Skills / Experience Requirements :

Physical Demands / Conditions Requirements :

Equipment Used :

General office equipment

External and internal applications, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.