Qureos Mentor

Academy Bank

<div><div>Summary

Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.

Responsibilities
<ul>
<li>Provides &quot;fast, easy, and personal&quot; consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.</li>
<li>Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
</li><li>Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
</li><li>Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.
</li><li>Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.</li>
<li>Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
</li><li>Works closely with clients and business partners to refer products and services to other business lines.</li>
<li>Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.</li>
<li>Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
</li><li>Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.
</li><li>When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.</li>
<li>Maintains 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; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
</li><li>Protect all client and bank information confidentially and follow all company policies.</li>
<li>Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).</li>
<li>Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.</li>
<li>Working at the worksite during regular business hours and/or assigned hours.</li>
<li>Other specified duties as assigned.
</li></ul><div>Compensation &amp; Benefits
The Personal Banker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
Full‐time associates are eligible for our benefits package:
<ul>
<li>Medical</li>
<li>Dental</li>
<li>Vision</li>
<li>401(k) plan</li>
<li>Company paid life insurance</li>
<li>Short and Long-term disability insurance
</li><li>Company paid vacation, paid leave and holidays</li>
</ul>
This position will remain open until a qualified applicant is hired.
</div>
</div>Requirements:
Skills
<ul><li>Strong written and verbal communication skills required.</li>
<li>Strong attention to detail and ability to complete work accurately.</li>
<li>Ability to organize work.</li>
<li>Strong sales skills.
</li><li>Basic math skills including the ability to calculate figures and amounts such as cash back and percentages.</li>
<li>Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.</li>
<li>Ability to be NMLS licensed and registered.</li>
</ul>
Education &amp; Experience
<ul><li>High school diploma, GED, or equivalent, required, Associate degree or higher preferred.
</li><li>Previous banking experience preferred.
</li><li>6 months in a client service experience role preferred.
</li><li>6 months sales experience preferred.</li>
<li>Minimum 6 months cash handling experience preferred.</li>
<li>Ability to be NMLS licensed and registered and obtain a state notary license.</li>
</ul>
Physical Requirements
The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force.</div>

Personal Banker

<div>Summary

The BSA Financial Crimes Investigation Analyst I is responsible for the ongoing review of system-generated transaction monitoring reports and investigating situations involving unusual or suspicious activity of non-complex transactions. This position will also conduct the back-office processing for completion of Currency Transaction Reports (CTRs). Additionally, the BSA Financial Crimes Investigation Analyst I will review, maintain, and update data in other areas of compliance related to the BSA (Bank Secrecy Act) and other AML (anti-money laundering) laws and regulations.

Responsibilities
<ul>
<li>Analyze currency transaction data and complete CTRs electronically.</li>
<li>Manage, complete, and maintain the annual CTR exempt review.</li>
<li>Meet daily CTR filing deadlines.
</li><li>Meet high volume of alert review deadlines.</li>
<li>Investigate accounts and make recommendations to either clear or to further investigate.</li>
<li>Make sound subjective decisions when suspicious activity is detected and document decisions accurately.</li>
<li>Actively participate in career development, 1:1's, department meetings and complete other specified duties related to BSA compliance as may be assigned.
</li><li>Attend BSA/AML compliance training sessions to maintain current knowledge of industry best practices, laws, regulations, policies, and procedures applicable to BSA/AML/CFT.</li>
<li>Maintain a 90% or higher Quality Control score each month.
</li><li>Conduct all duties in compliance with applicable laws, regulations, and bank policies and procedures.</li>
<li>Contact branch associates and other business units for clarification of client activity, as needed, while maintaining client information in complete confidence.</li>
<li>Make sound, risk-based conclusions and recommendations to clear activity or conduct additional monitoring.</li>
<li>Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).</li>
<li>Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.</li>
<li>Working at the worksite during regular business hours and/or assigned hours.</li>
<li>Other specified duties as assigned.
</li></ul>Compensation &amp; Benefits
The BSA FCI Analyst I position pays a minimum of $21.63.
Full‐time associates are eligible for our benefits package:
<ul>
<li>Medical</li>
<li>Dental</li>
<li>Vision</li>
<li>401(k) plan</li>
<li>Company paid life insurance</li>
<li>Short and Long-term disability insurance
</li><li>Company paid vacation, paid leave and holidays</li>
</ul>
This position will remain open until a qualified applicant is hired.

Requirements:
Skills
<ul><li>Ability to be adaptable and flexible while responding to deadlines on assignments and workflow fluctuations in a multi-task, high-volume environment.</li>
<li>Ability to establish working relationships with branch associates and other business units as well as maintain effective working relationships externally.</li>
<li>Ability to handle confidential information in a mature and professional manner.</li>
<li>Excellent interpersonal, oral, and written communication skills.</li>
<li>Excellent time management skills with the ability to work both independently and as a member of a team.</li>
<li>Focus, attention to detail, problem-solving skills, and a strong attitude in favor of high-quality work.</li>
<li>Proficient in Microsoft Word and Excel.</li>
<li>Self-motivated and results oriented.</li>
<li>Strong organizational skills.
</li></ul>Education &amp; Experience
<ul><li>High school diploma with two to three years of overall banking experience, required. Experience in account opening or transaction processing, preferred.</li>
<li>One year of investigation experience in BSA/AML compliance, preferred.</li>
<li>Good understanding of banking or financial business operations and systems.</li>
<li>Ability to handle confidential information in a mature and professional manner.</li>
</ul>
Physical Requirements
The work environment is typical of a standard office or retail banking setting. The position is sedentary, involving sitting most of the workday; however, the position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force.</div>

BSA FCI Analyst I

<div>Summary

The Business Intelligence Analyst will leverage their business and technical knowledge to design, develop, and implement reports and analytics solutions in Power BI. Will work with business and technical teams to understand business strategy and objectives, gather information, and ensure business needs are being met throughout the analytics lifecycle. This role is a unique opportunity to deliver valuable content, insights and analysis for business unit leadership across the Bank. The Business Intelligence Analyst will develop and provide significant business insights to help business leaders make better decisions. With a good eye for business, you'll partner with internal stakeholders and help execute on our strategic objectives. 


Responsibilities
<ul>
<li>Develop Power BI dashboards for Business Unit Leaders across the organization that deliver timely and accurate data, performance indicators, and insights.</li>
<li>Build relationships and collaborate with Business Unit Leaders and internal clients to understand, gather, clean, and transform relevant datasets required to meet reporting and analytical objectives.</li>
<li>Effectively communicate and interact with business and technical personnel to solve complex data problems.
</li><li>Utilize Power BI, DAX, M, and SQL to expand and optimize the Bank&rsquo;s portfolio of enterprise reporting and analytics. Improve the bank&rsquo;s capabilities and processes by researching, presenting, and implementing new Power BI product features.</li>
<li>Perform quantitative and qualitative ad-hoc analysis to support strategic initiatives. This analysis may include analyzing trends and synthesizing multiple datasets to uncover valuable insights.</li>
<li>Build and maintain clear and relevant data and reporting documentation as needed.</li>
<li>Independently handle complex issues with minimal supervision, while escalating and communicating significant issues appropriately.</li>
<li>Ability to serve as a Power BI application subject matter expert and provide assistance, troubleshooting and support for users across the enterprise.</li>
<li>Understand, communicate, and instill the Company&rsquo;s mission, vision, and values (Pillars of Success).</li>
<li>Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.</li>
<li>Working at the worksite during regular business hours and/or assigned hours.</li>
<li>Other specified duties as assigned.</li></ul></div>

Business Intelligence Analyst

<div>
 
 POSITION IS LOCATED IN DOWNTOWN KANSAS CITY, MISSOURI
 
 
 
 
 Summary
 
 
 
 This role serves as a senior accounting leader responsible for financial reporting accuracy, regulatory compliance, and internal controls, while supporting the Controller and CFO in managing the bank&rsquo;s financial operations.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Assist in daily accounting operations, including general ledger maintenance, journal entries, and account reconciliations, ensuring accuracy and completeness.
 </li>
 <li>
 Support the preparation and presentation of monthly financial statements and reports.
 </li>
 <li>
 Review financial data prepared by accounting staff and assist in ensuring compliance with GAAP and internal policies.
 </li>
 <li>
 Assist in treasury and cash management activities, including monitoring liquidity position.
 </li>
 <li>
 Contribute to the preparation of the annual budget and periodic forecasts.
 </li>
 <li>
 Support the preparation and submission of regulatory filings and ensure compliance with applicable financial regulations.
 </li>
 <li>
 Assist in the development and maintenance of internal control procedures to ensure the integrity of financial data and safeguard company assets.
 </li>
 <li>
 Coordinate with external and internal auditors, prepare audit schedules, and support resolution of audit findings.
 </li>
 <li>
 Participate in cross-functional projects and initiatives, providing financial insights and ensuring accounting considerations are addressed.
 </li>
 <li>
 Perform other duties as assigned in support of the finance function or organizational objectives.
 </li>
 </ul>
</div>

Assistant Controller

Join Academy Bank and explore 5   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Academy Bank

About Company

Personal Banker

Personal Banker

BSA FCI Analyst I

Business Intelligence Analyst

Assistant Controller