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About the Position

Deposit Sales Support Associate

Location: Lexington

 This position is responsible for providing a high level of customer service, maintaining high quality work standards, meeting deadlines pertaining to deposit consumer and business accounts. This position will also be cross-trained for other positions in the Bank’s Deposit Sales Support area.

Essential Duties and Responsibilities (Other duties may be assigned.)

  • Perform timely and thorough Customer Identification Program (CIP) review functions.
  • Timely review of imaged documents for compliance with applicable bank standards.
  • System/Application verification of appropriate account related settings & selections.
  • Review of deposit consumer and business accounts to ensure bank policy and procedures are followed.
  • Review account maintenance changes and supporting documentation for adherence to bank policy and standards.
  • Effectively advise and communicate with internal counterparts to resolve errors.
  • Maintain productivity standards for account review related processes.


  • High school diploma or Equivalent and 2 years bank experience, or an equivalent combination of education and experience.
  • Bank deposit account review and regulatory experience a plus.
  • Ability to multi-task while managing competing priorities and deadlines.
  • Proficiency in MS Office Suite
  • Document scanning experience.