MidWestOne Bank

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Account Review Representative

Location : Location US-IA-Iowa City
Status
Non-Exempt
Type
Full-Time
City
Iowa City
State
IA
Hours Per Week
40
Benefits Package
Yes - Full Time Package
Location : Address 2
500 South Clinton Street

Overview

Small enough to care. Big enough to deliver.

 

This position is responsible for a variety of office/clerical tasks involving expertise regarding the operational and in some instances the internal customer support for the Bank’s CIP check back process.  This area also needs to understand how accounts and portfolios are set up, how maintenance affects those set-ups, have a clear understanding of account ownership, and understand our bank CIP requirements as they relate to account set-up.

Responsibilities

  • Reviews all deposit and safe deposit box new account reports to ensure that CIP packets are being submitted in a timely manner for each account that is opened.
  • Reviews all deposit and safe deposit box CIP documentation to ensure compliance with the bank’s CIP guidelines and frontline procedures, verifying the proper documents are obtained and accounts are set up with the correct codes on the Bank’s core operating system.
  • Reviews rate exceptions to ensure system accuracy and verify that appropriate approvals have been obtained.
  • Assists the team with core system clean-up projects to ensure data integrity and system efficiency.
  • Assists with the annual review and update of procedures for the Account Review Support role.
  • Ensures compliance with all Bank policies and procedures as well as applicable state and federal banking regulations while performing all job responsibilities.
  • Performs other duties as assigned.

The Perks!

  • Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
  • Career development and continuous learning opportunities
  • Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
  • 100% vested 401(k) Retirement Plan with company match
  • Medical, Dental, and Vision insurance
  • Flex spending plan & Health savings accounts with employer contribution
  • Student Loan Debt Reduction Program & Tuition Assistance Plan
  • Employee Stock Ownership Plan
  • Employer provided group life insurance with option to purchase additional life insurance for you and your family members
  • Employer provided long term and short term disability insurance
  • Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance
  • Wellness Program
  • Free banking services and other financial services discounts
  • Take Your Dog to Work Day in June
  • Employee Rally Day- a day of celebration and recognition!

Qualifications

  • Post high school education preferred or equivalent combination of education and related work experience.

  • In addition to education, prefer 1 year of experience in a support-related role.

  • Banking or financial experience is preferred.

 

The Perks!

  • Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
  • Career development and continuous learning opportunities
  • Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
  • 100% vested 401(k) Retirement Plan with company match
  • Medical, Dental, and Vision insurance
  • Flex spending plan & Health savings accounts with employer contribution
  • Student Loan Debt Reduction Program
  • Employee Stock Ownership Plan
  • Employer provided group life insurance with option to purchase additional life insurance for you and your family members
  • Employer provided long term and short term disability insurance
  • Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
  • Wellness Program
  • Free banking services and other financial services discounts
  • Take Your Dog to Work Day in June
  • Employee Rally Day- a day of celebration and recognition!

 

RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.

 

Let's build something great, together.

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