What are the responsibilities and job description for the Data Entry Specialist position at Hancock Whitney?
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JOB FUNCTION / SUMMARY :
Responsible for performing and validating maintenance on deposit accounts either requested by customer or to maintain the quality of data contained in the deposit applications as per bank standards. This position is also responsible to ensure that all maintenance is performed appropriately with proper authority to mitigate the potential of financial risks or fraud.
ESSENTIAL DUTIES & RESPONSIBILITIES :
- Completes file maintenance for accounts that are not properly linked to the appropriate customer record.
- Completes account level maintenance requests submitted by the respective lines of business (LOBs).
- Prepare, scan, and index verified maintenance documentation packages into the bank's document image archive.
- Capture deposit account and Home Equity Line of Credit signatures into the bank's signature database.
- Analyzes reports and perform maintenance in the respective core deposit applications including, but not limited to, deceased persons notifications, address changes, employee hires and terminations, service charge waivers, IOLTA / IOTA designations.
- Performs account maintenance request on deposit accounts, in the respective core deposit application to maintain the data integrity standards such as, but not limited, merging duplicate customer records, purging accounts, return mail, special handling, account signer linkages, etc.
- Perform maintenance requests based on identified need or to address significant processing issues when requested.
- Verify previous day's maintenance performed by Deposit Services and certain maintenance requests performed by branches.
- Respond to inquiries by representatives of the various LOBs regarding account issues, documentation requirements, Reg CC holds, Statement issues etc.
- Compile various reports regarding daily / monthly volumes statistics relative to deposit account maintenance.
- Perform other duties and projects as assigned by management.
SUPERVISORY RESPONSIBILITIES :
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE :
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS :
Equal Opportunity / Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
