About this role
POSITION SUMMARY:
This position in Deposit Operations reports to the Deposit Operations Officer and is responsible for the daily monitoring of new & revised accounts submitted by branch staff.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Review new accounts reports and review all new customers & accounts on the system for accuracy
- Track errors and report to management
- Review all revised customers & accounts for accuracy
- Review required customer & account documents
- Maintain a document exception report of all missing or incorrect documents daily
- Daily review of the following reports: File Maintenance (DDA,SAV,CDS, IRA, SDB, CIF), Dormant Control, Closed Accounts, Safe Deposit Box Journal, CDS & IRA Transaction Journal and others as needed.
- Prepare IOLTA report monthly
- Prepare Club Account report monthly
- Answer phones and act as customer & branch support as backup to CRC
- Assist with other functions of deposit processing as needed to include but not limited to wire transfers, fraud monitoring, file maintenance, customer service, etc.
- Other tasks as assigned
Qualifications
EXPERIENCE REQUIRED:
- High school diploma or GED
- Three to six months related experience in New Accounts and/or training, or equivalent combination of education and experience required.
SPECIFIC EDUCATION, EXPERIENCE AND SKILL
- Effective interpersonal relationships with management and team members
- Ability to perform tasks efficiently and accurately
- Basic Mathematical Skills
- A thorough understanding and application of all policies, procedures and regulations pertaining to the work of a Deposit Operations Specialist
- Ability to operate in a team environment to accomplish shared goals
- Ability to effectively manage time as related to daily tasks
- Ability to solve practical problems and interpret a variety of instructions
- Ability to communicate professionally by phone or email
- Must possess accurate typing, spelling and grammar skills as well as written and oral communication skills.