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Support Operations Representative

CB&S Bank

Job Description

Job Description

GENERAL FUNCTION

Provides assistance and quality customer service to retail employees and other bank employees. Completes daily tasks as assigned.

 

MAJOR DUTIES AND RESPONSIBILITIES

  • Entry level into this area is concerned with acquiring the knowledge and skills to efficiently and accurately perform the duties of each area in the support departments.
  • Follows established procedures and management policies to provide good system control and backup files to safeguard financial information.
  • Maintains sufficient records for good audit trail of all transactions handled by the department.
  • Meets reporting deadlines as directed.
  • Performs job functions in a variety of functional areas, including but not limited to:
  • Edits, corrects, and processes transactions to customer accounts – processes research and adjustments.
  • Captures, indexes and manages customer documentation in centralized system- processes outgoing mail.
  • Verifies and balances bank accounts, monitors and clears exceptions, processes for bank debit and credit card program, processes escrow payouts.
  • Balances all teller related activities- processes incoming mail- processes returned mail- processes credit verifications.
  • Monitors and maintains ACH origination for bank customers.
  • Loads and verifies data into the core system for deposits and loan.
  • Monitors and reports account activity as required by regulations, processes card disputes.
  • Resolves posting exceptions and processes returns.
  • Updates transactions to customer accounts, processes customer statements and notices.

 

ADDITIONAL RESPONSIBILITIES:

  • Maintains accurate department records.
  • Assists in research on an as needed basis.
  • Knowledgeable of bank trancodes, account types, and class code and their usage for all applications.
  • Knowledgeable of all bank products and services.
  • Performs any other duties needed in the maintenance of the department or any other department as directed by management.
  • Assists other departments as needed.
  • All other tasks as assigned by supervisor.

 

JOB QUALIFICATIONS

  • High school graduate or equivalent.
  • One year of operational experience, customer service experience or equivalent.
  • Must be able to set priorities and demonstrate excellent organizational skills.
  • Good communication skills, both verbal and written.
  • Ability to interact well with all bank personnel.
  • Ability to perform repetitive tasks and to operate well within time restraints.
  • Demonstrated ability in working with computers.
  • Must be able to follow specific instructions.
  • Must have good motor skills, continuous movement of hands.
  • Ability to perform repetitive tasks.
  • Ability to sit for extended periods of time.
  • Demonstrates proficiency and commitment to excellence in performance of duties.
  • Knowledgeable of regulations governing transactions in relation to deposit and loan accounts
  • Individual has demonstrated aptitude for banking and begins developing a general knowledge of bank operations.

 

STANDARDS OF PERFORMANCE

  • Provides courteous and professional service to all customers and co-workers.
  • Reports to work in a timely manner.
  • Completes work accurately and efficiently.
  • Maintains positive work-environment with co-workers and customers.
  • Requires ability to work well with others.
  • Conducts customer relations in a manner that will enhance the overall marketing effort of the bank.
  • Follows all company policies and procedures.
  • Procedures are clearly defined and errors easily avoided by following those procedures.
  • Progresses toward proficiency developed through training and supervision.
  • Maintains efficiency standards and goals set by the supervisor.

Job Posted by ApplicantPro
Vacancy posted 7 days ago
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