Deposit Quality Associate - Operations Shared Services

Remote Work

This position is 100% remote within the Bank’s footprint. The employee will work full‑time remote outside of a WesBanco location and may occasionally attend in‑person meetings, although primary functions are performed remotely.

Summary

Responsible for completing quality‑assurance reviews within the Operations Shared Services Department, including review of all signature cards and related documents for new deposit accounts, existing accounts with recent changes, and customer CIP information. Responsibilities also include review of deposit account holds.

Essential Duties and Responsibilities

• Ensure accurate and timely processing of account reviews, covering new accounts, account changes, and holds.
• Collaborate effectively with peers and leaders.
• Demonstrate a willingness to change processes and adopt new technological capabilities.
• Learn new systems and processing methods to streamline and scale work.
• Perform work within customer service level expectations and key vendor processing timelines.
• Execute daily tasks with accuracy.
• Review and interpret account requirements for new and revised signature cards, ensuring all documentation standards are met (including businesses, POA, trusts, etc.).
• Verify completeness and accuracy of required account documentation; ensure uploaded files meet regulatory, procedural, and policy expectations.
• Confirm ownership details by validating that all owners, signers, and authorized parties are correctly identified and documented.
• Validate Customer Identification Program (CIP) requirements, ensuring all CIP elements are accurately recorded on the signature card and within the system.
• Ensure consistency between system records and electronic documents, identifying discrepancies.
• Review deposit account holds for compliance with Regulation CC, ensuring hold types, amounts, and availability timelines are applied correctly and documented appropriately.
• Provide support to banking centers as needed related to errors and corrections.

Other Requirements

• Acquire and maintain proficiency in the Bank’s policies and procedures; adhere to all applicable laws, rules, and regulations.
• Complete all assigned compliance training in a timely manner.
• Maintain a professional demeanor in appearance, interpersonal relations, work ethic, and attitude.
• Possess clear, concise, and effective written and oral communication skills for interaction with management, bank employees, and customers.
• Ability to interact effectively within a team and with the customers served.
• Demonstrated ability to manage priorities and meet critical deadlines.
• Strong organizational and prioritization skills.
• Team player with a positive outlook.
• Proficiency in basic computer applications such as Microsoft Office and ability to learn various applications.
• Ability to learn various banking software programs.

Qualifications

• High School Diploma or General Education Degree (GED) required.