Deposit Operations Specialist I

Job Description

Job Description

Provide a variety of traditional bookkeeping duties associated with Deposit Services. Is cross trained in all functions to allow for rotation of weekly responsibilities and provide backup as needed. Interaction with internal and external customers is expected to provide an exceptional customer experience at all times.

PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES:

ACCOUNTABILITY 1:

Responsible for the accurate and timely processing of deposit related transactions to customer accounts. Has oversight and accountability for specific deposit operational area of expertise. Areas of responsibility may include: return item processing; ATM and debit cards; Visa gift and travel cards; processes overdrafts, stop payments; resolves non-posts; monitors dormant accounts; assists in aspects of savings accounts, checking accounts, IRA/HSAs, certificate of deposit; safe deposit box billing; conducts account research; answers customer phone calls and assists with questions, troubleshooting and account servicing issues; sends notices; processes returned mail.

ACCOUNTABILITY 2:

Proficiently perform all the duties and tasks in carrying out the Overdraft program.

ACCOUNTABILITY 3:

Answer customer inquiries for basic deposit services, ensuring prompt and accurate problem resolution and excellent customer service.

ACCOUNTABILITY 4:

Process notices, performs scanning, indexing, and mail processing functions. May run imaging work and complete item processing functions

ACCOUNTABILITY 5:

Document departmental operating procedures and assist in the implementation and ongoing usage of procedures.

ACCOUNTABILITY 6:

Ensure adherence to all applicable compliance and regulatory requirements as well as bank procedures.

SECONDARY DUTIES AND RESPONSIBILITIES:

• Assist with department projects as assigned
• Actively seek opportunities to strengthen ties between the Bank and the community, while maintaining a positive, professional, and respectful image of the Bank.
• Other duties as may be assigned.

EDUCATION, EXPERIENCE, AND OTHER REQUIREMENTS:

• High school diploma or equivalent
• Previous work experience requiring computer skills
• Banking and/or banking operations experience preferred
• Data entry skills with speed and accuracy
• Proficient computer skills to include Word and Excel
• Accurate with a strong attention to detail
• Effective problem solving and decision making skills
• Ability to multi-task and handle changing priorities in a deadline oriented environment
• Proficient verbal and written communication skills
• Good math skills
• Dependable
• Customer service focus
• The ability to contribute in a team environment, ensuring that departmental and individual goals are met
• Courteous and professional