BASIC PURPOSE:
Under minimum supervision, but in line with established policies and procedures, this position should be able to perform a broad variety of operational duties.
DUTIES OF POSITION:
As a Deposit Ops Rep, you will be an essential member of the BankFirst Operations team. As such, you will provide support to frontline staff with a variety of deposit related needs, including, but not limited to:
- Review new accounts for accuracy and completeness
- Perform maintenance on existing accounts, including:
- Address changes
- Account information changes
- Account messages
- Customer information updates/changes
- Review and process account and customer documentation
- Provide support to internal personnel
- Review and check stop payments, AFTs, and holds
- Key and process daily CD/IRA transactions
- Review various daily reports
- Ensure compliance with policies and procedures
- Performs multiple tasks, duties, and jobs within the department that permits to Deposit Operations
EDUCATION/ EXPERIENCE/ SKILLS:
- Knowledge of personal computer programs such as word processing, spreadsheets, and other programs as required.
- Ability to type accurately.
- Ability to multi-task.
- Highly organized, with an attention to detail and an aptitude for problem recognition and resolution.
- Ability to adapt to technological changes and apply new knowledge to responsibilities.
- Strong verbal and communication skills.
- Ability to deal effectively and tactfully with customers and the personnel of other departments.
- Ability to recognize irregular and suspicious transactions and take the appropriate steps to prevent loss.
- Ability to make good judgements to make appropriate on the spot decisions following standard policies.
- Excellent problem-solving skills to properly handle customer problems and determine when the request for confidential information should be furnished or refused.
- Good knowledge of departmental operations, policies and procedures, and computer-generated reports.
BankFirst is an EO employer- M/F/Veteran/Disability