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ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Own and maintain the end-to-end governance of the deposit disclosure inventory, including tracking, version control, and ensuring completeness and accuracy across all disclosure artifacts (e.g., agreements, fee schedules, Account Overview Guides, client notices, digital disclosures, and forms).
Establish and maintain structured processes and procedures for disclosure lifecycle management, including creation and maintenance of job aids, tracking tools (e.g., Airtable, SharePoint), and documentation standards to support audit readiness and consistent execution.
Manage disclosure review cycles (annual and event-driven) by coordinating updates driven by regulatory changes, product enhance...