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Wilson Bank & Trust

Independent bank delivering personalized financial solutions

Deposit Documentation Manager

Full-Time
No salary listed
Senior
Bachelor's
Lebanon, TN, USA
In Person
Risk & ComplianceRegulatory Compliance & Ethics

About the job

Requirements
  • A high school diploma or GED is required.
  • Five years of experience in deposit documentation, including legal, compliance, and regulatory requirements for account documentation, is required.
  • Three years of supervisory or leadership experience are required.
  • Proficiency with Microsoft Office, Teams, OneNote, SharePoint, and other standard software applications is required.
  • Knowledge of federal regulations and state legal requirements pertaining to deposits is required.
  • Ability to apply technical knowledge and expertise to department policies and procedures using knowledge of banking principles and practices is required.
  • Ability to train others in one-on-one and presentation-style environments is required.
  • Ability to balance team and individual responsibilities, provide and welcome feedback, and contribute to building a positive team spirit is required.
  • Ability to develop, lead, and complete projects in a timely manner is required.
  • Ability to focus on a high level of detail verification is required.
  • Strong ability to multitask is required.
  • Excellent organization and communication skills, as well as the ability to interact in a helpful and professional manner, are required.
  • Ability to work on multiple projects simultaneously while accomplishing daily tasks is required.
  • Excellent interpersonal, critical-thinking, analytical, and problem-solving skills are required.
  • High standards for integrity, honesty, professionalism, and work ethic are required.
  • Commitment to service excellence is required.
  • Ability to work independently while demonstrating excellent organization and follow-through is required.
  • Ability to demonstrate flexible and efficient time management and prioritize workload is required.
  • Ability and willingness to work with purpose and a strong sense of urgency are required.
  • Ability to maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion, is required.
  • Ability to effectively work in collaboration with others is required.
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.
  • Review policies and procedures related to deposit documentation, influence revisions, and update them as needed.
  • Supervise, train, and mentor staff; identify professional development opportunities and provide ongoing performance feedback.
  • 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 their development and ongoing maintenance as changes occur.
  • Verify that deposit documentation input and review are completed accurately and timely.
  • Determine the appropriate course of action for exception items.
  • Serve as a backup trainer for new-hire orientation and development training related to deposit documentation.
  • Maintain an acceptable annual audit rating for department processes.
  • Support management, team members, and customers with expertise in deposit documentation, including account titling, trusts, power of attorney, and payable-on-death accounts.
  • Partner with various business units on cross-functional initiatives and special projects.
  • Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks.
  • Attend requested training.
  • Comply with all federal banking regulations and laws, including consumer protection regulations and the Bank Secrecy Act/Anti-Money Laundering Program.
  • Participate in outside community activities as required.
  • Perform other duties as assigned.
Desired Qualifications
  • A bachelor's degree in business administration or a related field is preferred.
  • One year of experience with Jack Henry SilverLake systems as they relate to deposit operations or deposit parameters is preferred.

About the company

Wilson Bank & Trust is a community-focused bank that provides personal and business banking services. It combines the resources and reliability of a larger bank with locally attentive, personalized service. Its offerings include knowledgeable business bankers who tailor financial solutions, customized banking products, and robust online and mobile banking with cash-management tools to help customers manage daily finances and optimize cash flow. The bank differentiates itself by delivering fast, local expertise and support, backed by stability and technology, while leveraging its deep understanding of the local market. It also participates in programs for military veterans through the Association of Military Banks of America and the Veterans Benefits Banking Program. The goal is to be a trusted financial partner that helps individuals and organizations manage and grow their finances and business.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Lebanon, Pennsylvania

Founded

1987

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Simplify's Take

What believers are saying

  • First-quarter 2026 assets reached $5.991 billion, up 8.31% year over year.
  • Loans grew to $4.394 billion, while deposits climbed to $5.338 billion.
  • Cookeville's F&M branch acquisition and 2025 office openings expanded Tennessee coverage.

What critics are saying

  • Wilson Bank's growth depends on integrating acquisitions like Cookeville without credit slippage.
  • Heavy Tennessee concentration leaves earnings exposed to one-region deposit competition.
  • A sharp commercial credit setback could erode capital and stall future expansion.

What makes Wilson Bank & Trust unique

  • Wilson Bank & Trust operates 32 offices across ten Tennessee counties, staying locally dense.
  • Community banking and Heritage partnerships deepen civic loyalty in Middle Tennessee.
  • Forbes ranked Wilson Bank & Trust #40 among America's Best Banks in 2026.

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Benefits

Paid Vacation

Paid Sick Leave

Employee Stock Purchase Plan

Company News

Real Estate Press Releases
May 6th, 2026
Friends of Two Rivers welcomes Wilson Bank & Trust as new Banking and Heritage Partner.

Friends of Two Rivers welcomes Wilson Bank & Trust as new Banking and Heritage Partner. Two Rivers Mansion (Courtesy Friends of Two Rivers) Wilson Bank & Trust Logo (R)Wilson Bank & Trust. (Courtesy of Wilson Bank & Trust) Friends of Two Rivers welcomes Wilson Bank & Trust as new Banking and Heritage Partner to support the non-profit group's efforts at historical preservation. NASHVILLE, TN, UNITED STATES, May 6, 2026 / EINPresswire.com / - The Friends of Two Rivers is proud to announce Wilson Bank & Trust as its new Banking Partner and as a Heritage Partner, a relationship that strengthens the organization's ongoing mission to preserve some of Middle Tennessee's most treasured historic properties. "We would like to thank Wilson Bank & Trust for supporting The Friends of Two Rivers mission in restoring, preserving and protecting Two Rivers Mansion, the 1802 House and Stone Hall," says Friends of Two Rivers President Jeff Syracuse. "Their support ensures that we can continue those efforts along with proving their use as historic, cultural treasures that enrich, educate and connect the community." "We are thrilled to partner with such a great organization like The Friends of Two Rivers," says Brendan Holloway, AVP-Office Manager of Wilson Bank & Trust's Hermitage Office. "At Wilson Bank & Trust, community involvement is at the heart of who we are, and this partnership reflects that. We look forward to supporting all the new and exciting things the organization has in store for the Donelson, Hermitage, and Greater Nashville community." The partnership comes at a pivotal moment for the organization. In August 2025, Two Rivers Mansion reopened to the public following a $4.5 million exterior restoration led by The Tradesmen Group, completed in partnership with Metro Parks after nearly two years of work. The project extensively repaired the exterior, roof, front porch, and overall structure of the 1859 Italianate home, returning one of Middle Tennessee's most architecturally significant houses to its original grandeur. An estimated 400 guests attended the ribbon-cutting ceremony to celebrate the milestone. While the mansion was undergoing restoration, the Friends of Two Rivers worked to expand its mandate, evolving into a regional historic and cultural preservation organization. The group dropped "Mansion" from its name to reflect this broader scope and added Stone Hall, a 1918 property in nearby Hermitage, to its portfolio alongside Two Rivers Mansion and the 1802 House. Looking ahead, the organization has full design and construction documents in place for a planned "Two Rivers Cultural & Educational Center," a 250-person event center behind the mansion, designed as a carriage house to architecturally complement the historic site where expanded educational programming and events can occur. - Spirit of Two Rivers Historic Tours - June 1 through October 28, 2026. Guided tours offered Mondays, Wednesdays, and Thursdays at 9am, 10am, 11am, and noon. - Movies at the Mansion: Welcome to Summer - "David" - Friday, June 5, 2026 | 5:30-10:00pm - Music at the Mansion: Nashville Symphony - Saturday, June 6, 2026 | 6:00-9:30pm. Outdoor performance on the mansion grounds. FREE admission. - Whispers From the Past: Paranormal Investigation Series - Overnight experiences from 7:00pm-1:00am, held one weekend each month from June through September. Click here for more details. - Movies at the Mansion: Back to School - "GOAT" - Friday, August 7, 2026 | 5:30-10:00pm - Music at the Mansion: Timbo & Lonesome Country - Saturday, August 8, 2026 | 6:00-9:30pm - Music At The Mansion: Two Rivers Community Orchestra - Sunday, August 30, 2026 | 3:00-6:00pm. Outdoor performance on the mansion grounds. FREE admission - Music At The Mansion: The Moonlighters Big Band - Saturday, September 19, 2026 | 6:00-9:30pm - Movies at the Mansion: Celebrate America's 250th - "National Treasure" - Friday, September 25, 2026 | 5:30-10:00pm - After Dark Tours - October 16-18, 2026. host tour experience where ghost-hunting equipment is welcome. For tickets, membership information, and event details: www.friendsoftworivers.com - (615) 639-0676 - [email protected] 3130 McGavock Parkway, Nashville, TN 37214 ABOUT FRIENDS OF TWO RIVERS Friends of Two Rivers was established in 2010 to protect, preserve, restore, and promote the historic Two Rivers Mansion in partnership with the Metro Parks Department and the Metro Historical Commission. The organization was officially incorporated on August 20, 2010, and received 501(c)(3) tax-exempt status later that year. Since then, its mission has expanded to include the historic Stone Hall site, located on the scenic bluffs of the Stones River. Today, Friends of Two Rivers is dedicated to honoring and sharing Nashville's rich past by preserving these treasured landmarks through community engagement, fundraising, and educational initiatives. ABOUT WILSON BANK & TRUST Founded in 1987, Wilson Bank & Trust is a full-service community bank committed to providing equal access to credit for everyone. Taking a personal approach to business, Wilson Bank & Trust offers customized banking needs for customers across the region. With 32 offices in ten counties, we remain local, independent, and dedicated to serving Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.

TipRanks
Nov 13th, 2024
Wilson Bank Expands in Cookeville with F&M Branch Acquisition

Wilson Bank & Trust is set to expand its presence in Cookeville, Tennessee by acquiring a branch from F&M Bank, enhancing its service capabilities and community ties.

The Business Journals
Mar 8th, 2024
Submit People on the Move

Wilson Bank & Trust proudly announces the promotion of Shannon Bruff to the position of Senior Vice President, Head of Learning and Development/Culture and Engagement.

The Business Journals
Mar 4th, 2024
Submit People on the Move

Wilson Bank & Trust (WBT) has officially promoted Kayla Hawkins, CPA to Executive Vice President and Chief Financial Officer.

Main Street Media of Tennessee
Feb 15th, 2024
Hatley named regional president at WB&T

Wilson Bank & Trust announced the appointment of Keith Hatley as the regional president for the Sumner County market, effective Jan. 2.