Cash Balancing POD Dept Lead

Cash Balancing Pod Dept Lead

Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! The Cash Balancing Pod Department Lead provides administrative, operational, and customer service support for Deposit Operations bookkeeping functions, with primary responsibility for Official Stop Payments, Official Large Item Review, Offsite ATM Reconciliation, Cash Ordering, Cash Balancing, and Pod adjustment corrections. Ensures accurate transaction processing, timely resolution of discrepancies, compliance with policies and procedures, and excellent service to internal and external vendors. Assists management with scheduling, staffing coordination, workflow distribution, and operational support to achieve departmental goals and service standards.

Key Responsibilities:

• Identifies and corrects out of balance transactions on cash reconciliation sheets.
• Responds to department phone calls and emails professionally and timely.
• Assists branches in locating and correcting outages.
• Reviews and works daily cash management and Pod reports.
• Reviews multiple internal accounts, such as teller and operational suspense, to minimize any loss.

Competencies Required:

• Proficiency with 10 key by touch and Microsoft Office (Excel, Word, Outlook, SharePoint, Access), and the ability to quickly learn and navigate banking software applications and systems.
• Excellent organizational and data entry skills, with the ability to multi-task, maintain accuracy, and meet deadlines in a fast paced, high volume environment.
• Good written and verbal communications skills.
• Customer service orientation with effective problem solving abilities and strong analytical skills.
• Self-starter possessing the ability to work independently while supporting a team environment.
• Ability to follow directions and apply proper policies, procedures and guidelines.
• Ability to work flexible hours; demonstrated good attendance and punctuality.
• Strong attention to detail and high concern for data accuracy.
• Maintain a high level of professionalism and confidentiality.

Minimum Qualifications/Experience:

• Three or more years of banking or financial services operations experience. Three years of Bookkeeping or Deposit Operations experience preferred.
• High School Diploma or equivalent required.

Work Status:

Full-Time

Supervisory Responsibility:

None.

Travel:

0% - Negligible amount of travel expected.

Working Conditions:

Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.

Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans.