Deposit Operations Representative IV

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personal & commercial banking • brokerage services • mutual funds • asset management • insurance

10,000+

💰 Grant on 2023-10

Description

• The Deposit Operations Representative IV processes paperwork received from branches and other units to ensure accuracy and completeness. • Takes corrective action as necessary. • Performs complex or non-routine administrative tasks exercising judgment and discretion in the performance of duties usually in support of a single unit or team within Deposit Operations. • Works within standard procedures or modifies procedures for supervisory review and approval. • Tasks are performed independently with limited supervision and review. • May include filing, research and Customer service and contact. • Provides information and procedural knowledge for less experienced staff. • Suggests changes or modifications to policies and procedures to supervisor based on day-to-day observations and activities. • Makes non-routine entries into processing and tracking systems related to paperwork, deposits, and information processed. • Clarifies procedures and performs the more complex aspects of tasks performed by assigned unit or team. • Acts as an experienced resource for information and know-how for less experienced staff. • Assesses work flow and productivity of assigned units to make improvement recommendations to management. • Contacts Customers to explain items affecting their accounts. • Processes Customers written requests such as death notices, tax changes, tax audits and other account information changes, corrections or updates.

Requirements

• High school diploma or GED • 2-4 years related experience • Basic computer literacy and proficiency in common PC applications • Knowledge of deposit services policies and procedures or other relevant banking operations experience is required • Excellent Customer Service Skills • Demonstrated attention to detail and the ability to prioritize workload to meet unit objectives • Excellent verbal and written communications skills • Ability to provide guidance to others, clarifying complex policies and procedures and facilitating knowledge-sharing in the work group is required • 1-3 years banking experience preferred

Benefits

• Base salary and variable compensation/incentive awards • Health and well-being benefits • Savings and retirement programs • Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO) • Banking benefits and discounts • Career development • Reward and recognition