Correspondent Services Specialist II

Correspondent Services Specialist II

Operates with a high degree of independent judgment in planning, organizing and completing assignments. Performs diversified duties and works with staff to ensure proper processing of all Correspondent Services activity. Resolves moderately complex problems involving Correspondent Services activity through research, contact with Bank customers, internal departments, other financial institutions and service providers.

Principal Duties and Responsibilities:

• Maintains complete knowledge of all aspects and intricacies of Correspondent Services operations. Handles administrative responsibilities with assistance from management.
• Serves as a mentor and oversees the work of junior level staff; ensures adherence to established job procedures by staff; assures distribution and timely completion of work flow. Provides cross training to staff on job responsibilities to ensure adequate coverage.
• Provides quality professional services to Bank customers in resolving production or technical problems by providing information and assistance. Investigates and resolves Correspondent Services activity discrepancies in Bank customer accounts reporting escalated situations to management. Interacts with Bank customers and various Bank departments to receive and review information related to DDA accounts involving ACH, Safekeeping, Deposit Services, overdrafts, and other activities affecting the account.
• Remains current on National Automatic Clearinghouse Association, Federal Reserve Bank and securities industry legislation, regulations, practices, and procedures.
• Ensures job procedures are documented, completed and uploaded as necessary.
• Completes the preparation and maintenance of a large variety of previous and current day reports. Submits to management for review and approval and maintains audit records.
• Responsible for participating as an integral component of the Correspondent Services department Business Resumption Contingency Plan and to actively participate in the testing of this plan.
• Performs other duties as assigned.

Minimum Knowledge, Skills and Abilities Required:

• Knowledge of banking at a level normally acquired through completion of a Bachelor's degree in business or related field of study.
• Five years related work experience in progressively responsible positions, preferably within the financial services industry.
• Excellent verbal and written communications skills including interpersonal skills; ability to negotiate effectively, interact in a professional manner and to build strong relationships within the Bank and external contacts.
• Proficient working knowledge of personal computer, Excel, SharePoint and Word. Mathematical aptitude required to perform moderately complex calculations.
• Ability to work independently and resolve complex issues with a high degree of accuracy while following established guidelines. Ability to prioritize workload, work well under pressure to meet established deadlines and pay close attention to detail since errors could result in significant monetary loss to the Bank.
• Must possess problem solving skills to find and implement solutions to problems/situations including the ability to make decisions and formulate an immediate plan of action to address potential problems to minimize or prevent financial loss to the Bank.
• Demonstrates interests in working with a variety of backgrounds and perspectives that align with the Bank's core value. Promotes an environment of empathy and respect to ensure the inclusion of all team members.

Working Conditions: Flexibility to meet changing deadlines and working conditions. Notation: This position has been identified as "high risk" as outlined in the Bank's Background Check policy. Individuals occupying this position will be required to submit to a background check biennially. Such repeat background check(s) are considered a "condition of continued employment".