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Deposit Operations & Delivery - Documentation Support Specialist II

NBH Bank
United States, Missouri, Kansas City
Apr 03, 2025

At our Bank, we believe common sense is more than just banking. We believe in finding financial solutions that cater specifically to our client's needs. We are looking for talented associates who understand the complexities of life and will offer simple solutions that best fit the needs of our clients.

If this is what you believe in, then you're definitely right for us. And, we might be the right bank for you.

The focus of this specialized, position is on meeting and exceeding high standards of accuracy and quality based on established systems, technologies and guidelines. Strength in problem solving based on expertise and experience, and a strong commitment to efficiently achieve high quality results is required. A thoughtful, persevering, self-disciplined approach to achieving accurate, detailed work is essential. Job responsibilities and expectations are clearly defined, as is the scope of job authority. Expertise and competency is developed through a systematic training program, as well as an ongoing exposure to and training in new technical systems once they have been adopted and well tested. A key aspect of the job includes the ongoing identification of technical and procedural problems and the development of sound, carefully thought-out solutions. Problem solving is focused on proven systems and technologies and established organizational relationships. Solutions should minimize risk to the organization and utilize existing resources.

Because of the expertise developed in this position, it is necessary to regularly initiate and communicate viewpoints on problems and opportunities in a factual, straightforward manner. This job allows for autonomy and independence. Delegation must be firm, clear and focused on the specific tasks and technical activities of the job. Because of the fast paced job environment, decisions must be made quickly and firmly, within the defined scope of job authority and based on job expertise. In general, this is a valued expert expected to deliver high quality, accurate results, while efficiently maintaining and enhancing existing organizational systems and standards.

As a Documentation Support Specialist II, you will review all deposit account documentation for accuracy, completeness and compliance to policy, procedure and regulations and perform required deposit account maintenance on the core system. You will be responsible for a variety of tasks including insuring client data is maintained at the highest level of consistency and accuracy, archiving all account documentation electronically, and maintain and improve quality by achieving performance goals. You will provide training and support for all new Documentation Support Specialists in addition to identifying ways to streamline current processes.

Documentation Specialist II is expected to support Banking Center Associates and Enterprise Resource Center associates with new deposit account processes and questions including account titling, documentation and bank regulations, and build a great rapport with fellow associates, and treat others with respect and consideration regardless of their status or position.

All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Minimum Requirements: To be considered for this position, you must possess the following qualifications.



  • High School Diploma


* 5+ years previous experience in Deposit Operation and or Document Support

Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications:



  • Associates Degree
  • Banking experience
  • 7+ years previous experience in Deposit Operation and or Document Support


Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list.



  • Ability to think analytically and apply critical thinking skills to issues.
  • Technologically adept with the ability to learn and use technical applications to perform and improve job duties.
  • Ability to prioritize competing demands and effectively manage multiple tasks and/or projects.
  • Self-directed and motivated to accomplish tasks, meet objectives and committed timelines.
  • Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit the situation.
  • Well developed and proven organizational skills with ability to utilize time efficiently.
  • Strong client service skills with the ability to interact in a professional manner with both internal and external clients.
  • Proficient in MS Office applications which include Outlook, Word, Excel.



Work Environment:



  • Office setting with traditional hours.
  • Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).
  • Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday.
  • Must be able to work overtime to the extent necessary.

Thank you for your application!
The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.

The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.

Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.

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