Branch Review Specialist jobs in Idaho
Branch Review Specialist conducts branch internal audits to determine whether business controls are sufficient and effectively executed in accordance with bank policies and procedures. Tests established procedures to ensure operational efficiency within branch offices. Being a Branch Review Specialist determines whether branches are performing their planning, accounting, custodial, or business control activities in compliance with management instructions, policies, and procedures. Evaluates functions and activities in assigned areas to determine the nature of operations and the adequacy of systems to achieve established objectives. Additionally, Branch Review Specialist recommends corrective actions and improvements. Requires a bachelor's degree. Typically reports to a supervisor or manager. The Branch Review Specialist occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Branch Review Specialist typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Branch Review Specialist jobs
Branch Operations Specialist
- Raymond James Financial, Inc.
-
Boise, ID
FULL_TIME
-
Branch Operations Specialist-2401189Description
Job Summary:
Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds. General instructions and procedures are provided to perform routine standardized tasks. Resolves routine questions and problems and refers more complex issues to a higher level.
Essential Duties and Responsibilities:
- Receives and directs visitors and telephone calls; maintains record of inquiries, as required.
- Sorts, screens and distributes incoming and outgoing mail.
- Processes money movement of funds, disbursements and check delivery.
- Transmits and receives messages with home office.
- Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt.
- Maintains documentation to cashiering according to compliance requirements.
- Assists branch managements with audit preparation.
- Assists with opening client accounts by properly completing and submitting required forms.
- Supports client onboarding.
- Monitors document status through importing, scanning and submission of documents.
- Provides general administrative support to branch management.
- Maintains, processes and updates files, records and other documents.
- Maintains inventory, stocks and distributes office supplies.
- Cross-trains and assists with other operational functions as required.
- Performs other duties and responsibilities as assigned.
Qualifications
Qualifications:
- Company’s working structure, policies, mission, and strategies.
- General office practices, procedures, and methods.
- Financial services industry investment concepts, practices and procedures.
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
- Use mathematics sufficient to complete money movement and reporting tasks.
Educational/Previous Experience Requirements:
- High School Diploma or equivalent and prefer a minimum of one (1) years’ experience in industry or related field preferred.
~or~- An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
- None required.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Job Administrative & Support ServicesPrimary Location US-ID-Boise-BoiseOrganization EasternSchedule Full-timeShift Day JobTravel No#LI-AC1 - 14 Days Ago
Branch Wholesale Product Specialist
- Sherwin-Williams
-
Nampa, ID
FULL_TIME
- This position works closely with commercial paint customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Wholesale Product Speci...
- 1 Month Ago
Retail - Branch Wholesale Product Specialist
- Sherwin-Williams
-
Nampa, ID
FULL_TIME
- This position works closely with commercial paint customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Wholesale Product Speci...
- 15 Days Ago
Future Opening: Experienced Top Hand
- Larson Tower Specialist
-
Idaho Falls, ID
FULL_TIME
- Title: Telecommunications Tower Technician Level 3 (top hand)Location: Idaho We are seeking an experienced and highly skilled Telecommunications Tower Technician to join our team as a Level 3 technici...
- 1 Day Ago
Cosmetic Merchandiser (2023-31313)
- Apollo Retail Specialist
-
Boise, ID
PART_TIME
- As a cosmetic merchandiser, you’ll take on project-based work to ensure cosmetic products, graphics, and displays are visually appealing to attract and engage shoppers, build strong relationships with...
- 6 Days Ago
Utilization Review Nurse
- Gritman Medical Center Inc.
-
Moscow, ID
FULL_TIME
- Job Summary: At Gritman, we pride ourselves on being the premier healthcare employer on the Palouse. We bring exceptional care that’s close to home for the members of our community, We are seeking a S...
- 2 Days Ago
Branch Review Specialist jobs at Popular Companies
Insurance Specialist
- Bankers Life
-
Franklin, TN
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/19/2024 12:00:00 AM
Branch Specialist I
- AuburnBank
-
Auburn, AL
- Job Details Level Entry Job Location Main Office - Auburn, AL Position Type Full Time Education Level High School Diplom...
- 4/19/2024 12:00:00 AM
Insurance Specialist
- Bankers Life
-
Brentwood, TN
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/19/2024 12:00:00 AM
Insurance Specialist
- Bankers Life
-
Clarksville, TN
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/19/2024 12:00:00 AM
Insurance Specialist
- Bankers Life
-
Bowling Green, KY
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/19/2024 12:00:00 AM
Member Services Representative II (UCLA Branch)
- Wescom Credit Union
-
Los Angeles, CA
- Please use Firefox or Chrome internet browser to complete this application Current Wescom Employees: Please visit the Ca...
- 4/18/2024 12:00:00 AM
System Engineer
- Find Great People | FGP
-
Washington, DC
- Overview The Systems and Network Engineer II will be responsible for supporting multiple small to mid-sized clients with...
- 4/17/2024 12:00:00 AM
Assistant Branch Manager
- Myconsumers
-
Waukegan, IL
- ** Assistant Branch Manager** **Job Category****:** Branches/Retail **Requisition Number****:** ASSIS001564 Showing 1 lo...
- 4/15/2024 12:00:00 AM
About Idaho
Idaho (/ˈaɪdəhoʊ/ (listen)) is a state in the northwestern region of the United States. It borders the state of Montana to the east and northeast, Wyoming to the east, Nevada and Utah to the south, and Washington and Oregon to the west. To the north, it shares a small portion of the Canadian border with the province of British Columbia. With a population of approximately 1.7 million and an area of 83,569 square miles (216,440 km2), Idaho is the 14th largest, the 12th least populous and the 7th least densely populated of the 50 U.S. states. The state's capital and largest city is Boise.
Idaho p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Branch Review Specialist jobs
$46,422 to $60,361
Most Popular Cities in Idaho for Branch Review Specialist Jobs
What does a Branch Review Specialist do?
Branch Review Specialist in Atlanta, GA
This is how branches are going to continue to succeed, so you have to make sure that you have the creativity and knowledge to make it in this job.
January 22, 2020
Branch Review Specialist in Chico, CA
It is an effective way of learning about how a branch is doing and how to change it for the better.
December 21, 2019
Branch Review Specialist in Wilmington, NC
This person looks over the current performance of the branch and helps to maximize efficiency.
December 28, 2019