Description
This is a fast-paced, client-centric, role with a mix of client service (over the phone) and back office work in a supportive team environment. Consider joining Team WNB!
As a Deposit Operations Specialist I, your primary function will be supporting our clients over the phone. In addition to client calls, you will be responsible for verification of all new accounts and maintenance on deposit accounts, indexing of documents into Synergy, and deposit account asset verifications. You will work closely with Deposit Specialist Support II staff and Electronic Banking Specialists.
Essential Functions:
Customer Service 75%
Provides client support over the phone to address and resolve customer inquiries
Provides client support for all account access devices offered by the Bank
Assists with fraud education for clients
Operations 20%
Reviews closed account report daily to ensure that related products are closed.
Verifies the accuracy of all new deposit accounts, ATM/Debit cards, telephone transfers, new and deleted stop payments, and deposit and CIF maintenance according to set procedures
Indexes signature cards, account maintenance, and other account documentation into Synergy
Completes external account verification requests
Backs up Deposit Operations Department coworkers as assigned
Additional Duties and Responsibilities 5%
Serves on Bank committees as needed
Other job related duties necessary to carry out the responsibilities of this position
Participates in internal and external training and development opportunities as required
Requirements
Work Relationships and Scope:
Has regular contact with clients and co-workers. Occasional contact with suppliers/vendors. Works regularly with highly confidential business and client information. Occasionally participates in bank committees and events.
Performance Dimensions:
Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co-workers; customer satisfaction with services provided; strong attention to detail; meets established deadlines; keeps Bank and client information confidential; demonstrates friendly and helpful approach and attitude toward internal and external clients. Effectively communicates and develops good working relationships with all co-workers and clients; professional workplace appearance and conduct; honesty and integrity in all client and co-worker communications; reliability in reporting to work regularly and on time; understands Bank policies and procedures and applicable state and federal regulations. Participates in training and appropriate professional development. Multi-tasks and effectively manages varying duties throughout the workday. Demonstrates professionalism, commitment to the job, and loyalty to the bank.
Knowledge, Skills and Abilities:
A High school diploma or equivalent with emphasis on business related coursework required. A minimum of 1+ years customer service experience required. Must possess courteous and professional customer service attitude; excellent verbal and strong written communication skills for interacting professionally with clients (both pleasant and difficult situations) and relating to other co-workers; ability to maintain the integrity of highly confidential client and Bank information. Must possess technical ability to input and retrieve computerized information; strong organization skills; basic mathematical skills (add, subtract, multiply, divide, fractions, percents, decimals); legible handwriting; effective problem solving and research skills. Must possess ability to deal effectively with time pressures and stress that can change hourly depending on level of client activity.
Working Conditions:
Work is performed largely in an office environment with minimal chance for personal injury. Occasional out-of-town and overnight business travel (air or auto) is required for business and education. Regular mental and visual concentration for computer usage required.…