New Accounts Analyst

Job Summary

Processing new account applications and maintenance requests, the full-time hybrid New Accounts Analyst II will ensure compliance with bank policies and regulatory requirements while providing operational support to internal partners and clients.

Key Responsibilities

• Reviews and processes new account documentation, ensuring timely completion in accordance with service level agreements
• Analyzes Customer Identification Program results and third-party verification data to determine account eligibility
• Performs account maintenance activities and resolves processing exceptions, while identifying opportunities for operational improvements

Required Qualifications

• High school diploma or equivalent combination of training and experience
• 2 years of related banking and customer service experience
• Working knowledge of LexisNexis, Equifax, and Chex Systems; experience with IBS Insight or other FIS software
• Proficiency in Microsoft Office Suite, including Excel, PowerPoint, Word, and Outlook
• Ability to work additional hours as needed to meet business demands