Bank Services Specialist
West & Company, LLC
Remote
Posted on Oct 27, 2025
A Bank Service Specialist is responsible for reviewing and evaluating financial institutions’ records for accuracy, completeness, and compliance. Will begin working under a supervisor until a specified time or until able to work independently. When unusual situations arise, they present pertinent information to the appropriate bank service specialist or director and follow their advice. Responsibilities include: Become familiar with the firm’s policies and procedures; Obtain a working knowledge of federal and state banking regulations (TILA, RESPA, ECOA, EFT, TIS, Availability of Funds, BSA); Obtain a working knowledge of firm technology, including industry-specific software; Evaluate banking clients for compliance with laws and regulations; Perform assigned procedures and adequately document workpapers; Prepare workpapers/worksheets and Agreed Upon Procedures reports, including key findings and recommendations; Develop good work habits and be able to work independently on most engagements; Develop quality client relationships and loyalty; Participate in client meetings and executive presentations; Interface with senior management of clients; Become proficient in bank laws and regulations, auditing principles, and general business principles and maintain BAI standards. This job involves working remotely from home or on the client’s premises. Benefits offered. Compensation Range: $50,000 - $70,000.
