Quality Control Specialist

SUMMARY

For those seeking to deliver the latest financial solutions rooted in trustworthy, high-quality service, Charlesbridge, a mutual bank holding company, provides operational support, resources, legacy, and innovative thinking to financial institutions so they can deliver a suite of flexible, personalized solutions designed to meet the evolving needs of our clients and our communities. Our local roots, dedication to the communities we serve, loyalty to our people, and commitment to excellence ensure that we remain a trusted partner in an ever-evolving financial journey, today and tomorrow. While our employees are committed to helping our clients, we are committed to our employees. To support our employees, we offer a competitive benefit package with Medical, Dental, Vision, Flexible Spending, Tuition Reimbursement, Childcare Subsidy, Retirement, Life Insurance, and many other benefits.

The quality control specialist is responsible for assuring integrity of account/customer information in Core Processing System. The quality control specialist will obtain financial data for use in reviewing and maintaining operations procedures as determined by Bank's management, regulatory agencies ensuring compliance and consistency.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Maintain knowledge of rules/regulations associated with Banking and understanding of compliance related to Banking.
• Monitor monthly interest rates for exceptions.
• Review all ATM/ Debit Card maintenance reports.
• Review and maintain super stop activities.
• Review dormant accounts.
• Review maintenance reports.
• Review new accounts as well as account maintenance submitted by other business units.
• Review quality control SOPs annually and update accordingly.
• Verify CD notices and changes.
• Verify Deposit Transfer Management setups.
• Verify interest rate changes.
• Verify PDO setups.
• Verify processing product type changes.

SECONDARY DUTIES

• Acts as backup to IRA/Operations Department.
• Assists as needed in departmental requests.

SUPERVISORY RESPONSIBILITIES

• Not applicable.

Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must be able to work independently and perform a wide range of responsibilities.
• This position must have a strong attention to detail and requires a strong understanding of internal controls and strong familiarity with the banking regulatory environment.
• Proficiency in the MS Office suite is required for use in primary functions.
• Good verbal and written communication skills, and the ability to work with customers/individuals at all levels within/outside the organization.

EDUCATION and/or EXPERIENCE

• Knowledge of electronic channels and ability to assist customers with technology.
• Extensive product and documentation knowledge of the bank’s various consumer products and services.
• PC experience and understanding of Word and Excel programs.
• Strong verbal/written communication and organizational skills.
• High School Diploma or GED required. College degree and 1-2 years previous experience preferred.

LANGUAGE SKILLS

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence using Word or word processor program. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to stand and sit. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

The noise level in the work environment is usually quiet.

KEY POINTS

Charlesbridge is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, age, marital status, national origin, physical or mental disability, veteran or disability status, gender identity, or expression, citizenship, genetic information, ancestral origin, military status, pregnancy, childbirth, and or conditions relating to pregnancy or any other related medical conditions or any other status protected by Federal, State or local laws.

Here at Charlesbridge, we strive to foster a culture where every voice is valued and where employees have a sense of belonging and connection with each other. We are dedicated to creating a work environment that understands, supports, and welcomes diverse perspectives and backgrounds. Together, we will create an inclusive and culturally competent and supportive environment where employees model behavior that enriches both Banks and the communities we support.

EOE/F/M/Vet/Disabled