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Job Description
The Deposit Documentation Specialist performs a wide variety of duties, pertaining to new and updated deposit accounts including but not limited to checking, savings, (COD) Certificate of Deposits, (IRA) Individual Trust Accounts and (HSA) Health Savings Accounts, styling’s, verifications and maintenance. Functions require knowledge of banking regulations, IRA and HSA regulations, compliance, and policy specifications. This position supports daily interaction with branch personnel via phone and email communications.