Deposit Documentation Manager

Wilson Bank & Trust; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Wilson Bank & Trust is seeking a Deposit Documentation Manager in Lebanon, TN, to oversee the deposit documentation function, ensure compliance, and drive efficiency. The role requires leadership, policy oversight, and mentoring staff to maintain high service standards.

You will work with management to update policies, manage exceptions, and support customers while upholding the bank's values.

Qualifications

• High school diploma or GED.
• Bachelor's degree in business administration or related field preferred.
• 5 years of experience in deposit documentation to include legal, compliance and regulatory requirements for account documentation.
• 3 years of supervisory or leadership experience.
• 1 year of experience with Jack Henry Silverlake systems as relates to deposit operations or deposit parameters preferred.
• Proficient with Microsoft Office, Teams, OneNote, SharePoint, and other standard software applications.
• Knowledge of federal regulations and state legal requirements as pertains to deposits.
• Ability to apply technical knowledge and expertise to department policies and procedures using knowledge of banking principles and practices.
• Ability to train others in one-on-one and presentation-style environments.
• Ability to balance team and individual responsibilities, provide and welcome feedback, and contribute to building a positive team spirit.
• Ability to develop, lead, and complete projects in a timely manner.
• Ability to focus on high level of detail verification.
• Strong ability to multi-task.
• Excellent organization and communication skills as well as the ability to interact in a helpful and professional manner.
• Ability to work on multiple projects simultaneously while accomplishing daily tasks.
• Excellent interpersonal skills, critical thinking, analytical and problem-solving skills.
• High standards for integrity, honesty, professionalism, and work ethic.
• Commitment to service excellence.
• Ability to work independently while demonstrating excellent organization and follow through.
• Demonstrate flexible and efficient time management and ability to prioritize workload.
• Ability and willingness to work with purpose and a strong sense of urgency.
• Self-starter, positive and enthusiastic with a desire to exceed expectations and capable of supporting a team.
• Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion.
• Ability to effectively work in collaboration with others.
• Willing to grow and be challenged.

Responsibilities

• Provide leadership and support to the Deposit Documentation team, fostering a supportive and growth-oriented culture.
• Provide oversight for all aspects of the deposit documentation function including policies, procedures, and regulatory compliance.
• Responsible for ongoing review of policies and procedures related to deposit documentation, influencing revisions and updating as needed.
• Supervise, train, and mentor staff. Identify professional development opportunities and provide performance feedback on an ongoing basis.
• Encourage innovation, efficiency and growth within the team to improve banking processes, manage compliance and inspire excellence.
• Assist in driving operational efficiency through strategic initiatives.
• Maintain familiarity with department processes and procedures, assisting in development and ongoing maintenance as changes occur.
• Verify deposit documentation input and review is completed in an accurate and timely manner.
• Responsible for determining course of action for exception items.
• Serve as a backup trainer for new hire orientation and development trainings related to deposit documentation.
• Maintain an acceptable annual audit rating for department processes.
• Support management, team members, and customers with expertise in deposit documentation to include titling of accounts, trusts, power of attorney, payable on death, etc.
• Partner with various business units regarding cross-functional initiatives and special projects.
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks.
• Attend training as requested
• Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
• Participate in outside community activities as required
• Perform other duties as assigned

Education

Bachelor's degree in business administration or related field

Tools

Jack Henry Silverlake

Job description

Deposit Documentation Manager

Location: Lebanon, TN

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.

About Us

Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees - through recognition, rewards, and opportunities to grow. Inside our walls, you'll find a workplace that reflects the same trusted reputation we've built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here - feedback drives decisions on workplace flexibility, transparency, and strategic priorities.

About The Position

Power Behind the Promise

If Retail is the face of our brand, Operations is the heartbeat that keeps everything moving. In an Operations role, you're the unseen hero ensuring every process runs smoothly so customers experience consistency and trust every single day. You may not interact with customers directly, but your impact is undeniable—you’re the reason the organization stays strong, secure, and ready for whatever challenges come our way. Think of yourself as part of the vital system that keeps the big picture alive, year after year. When you thrive, the entire organization thrives.

Position Summary

The Deposit Documentation Manager provides oversight for all aspects of the deposit documentation function. This position encourages innovation, efficiency and growth within the team to improve banking processes, manage compliance, and inspire excellence. The Deposit Documentation Manager supports management, team members, and customers with expertise in legal, compliance, and regulatory requirements for account documentation and is responsible for determining course of action for exception items. The Deposit Documentation Manager reports to the Deposit Operations Manager and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.

Position Duties & Responsibilities

• Provide leadership and support to the Deposit Documentation team, fostering a supportive and growth-oriented culture
• Provide oversight for all aspects of the deposit documentation function including policies, procedures, and regulatory compliance
• Responsible for ongoing review of policies and procedures related to deposit documentation, influencing revisions and updating as needed
• Supervise, train, and mentor staff. Identify professional development opportunities and provide performance feedback on an ongoing basis.
• Encourage innovation, efficiency and growth within the team to improve banking processes, manage compliance and inspire excellence
• Assist in driving operational efficiency through strategic initiatives
• Maintain familiarity with department processes and procedures, assisting in development and ongoing maintenance as changes occur
• Verify deposit documentation input and review is completed in an accurate and timely manner
• Responsible for determining course of action for exception items
• Serve as a backup trainer for new hire orientation and development trainings related to deposit documentation
• Maintain an acceptable annual audit rating for department processes
• Support management, team members, and customers with expertise in deposit documentation to include titling of accounts, trusts, power of attorney, payable on death, etc.
• Partner with various business units regarding cross-functional initiatives and special projects
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks
• Attend training as requested
• Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
• Participate in outside community activities as required
• Perform other duties as assigned

Required Qualifications

• High school diploma or GED
• Bachelor's degree in business administration or related field preferred
• 5 years of experience in deposit documentation to include legal, compliance and regulatory requirements for account documentation
• 3 years of supervisory or leadership experience
• 1 year of experience with Jack Henry Silverlake systems as relates to deposit operations or deposit parameters preferred
• Proficient with Microsoft Office, Teams, OneNote, SharePoint, and other standard software applications
• Knowledge of federal regulations and state legal requirements as pertains to deposits
• Ability to apply technical knowledge and expertise to department policies and procedures using knowledge of banking principles and practices
• Ability to train others in one-on-one and presentation-style environments
• Ability to balance team and individual responsibilities, provide and welcome feedback, and contribute to building a positive team spirit
• Ability to develop, lead, and complete projects in a timely manner
• Ability to focus on high level of detail verification
• Strong ability to multi-task
• Excellent organization and communication skills as well as the ability to interact in a helpful and professional manner
• Ability to work on multiple projects simultaneously while accomplishing daily tasks
• Excellent interpersonal skills, critical thinking, analytical and problem-solving skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work independently while demonstrating excellent organization and follow through
• Demonstrate flexible and efficient time management and ability to prioritize workload
• Ability and willingness to work with purpose and a strong sense of urgency
• Self-starter, positive and enthusiastic with a desire to exceed expectations and capable of supporting a team
• Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion
• Ability to effectively work in collaboration with others
• Willing to grow and be challenged

Comprehensive Benefits & Recognition

• Generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay
• Employee Assistance Program and Employee Care Fund provide additional support when you need it most
• We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees' contributions are recognized companywide

Grow With Us

Grow With Us is more than a slogan—it’s an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you'll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive. Wilson Bank & Trust is more than a just a bank - we’re a community-focused, people-first organization committed to supporting both our customers and our employees. As an independent, community-based bank, we combine big-bank resources with hometown service, creating a workplace where you can build meaningful relationships, grow your career, and make a real impact every day.