Description

At Foresight Bank, we are committed to fostering wise financial decisions and building trusted relationships. As a Full-Time Customer Support Operations team member, you will be at the forefront of enhancing customer relationships by providing outstanding service and ensuring every transaction is processed accurately and efficiently. Your role is essential in helping our customers achieve their financial goals and ensuring their satisfaction with our services.

In addition to providing outstanding customer service, the Operations team member will be the subject matter expert for bank cash levels, statement and notice processing, check program, and safe deposit box billing.

We are looking for positive, smart, and motivated individuals who are passionate about helping others. If you value relationships, accountability, and continuous improvement, and if you excel in a dynamic, collaborative setting, we invite you to apply for this rewarding opportunity. Join us in making a difference in the lives of our customers and communities.

Requirements

Customer Support Specific Duties/Responsibilities

Customer transaction processing

• Deposits, withdrawals, loan payments, official checks, bond redemption, change orders, etc.
• Complete Reg CC Holds, CTR and SARs as needed
• Buy and selling cash between tellers, TCR and vaults
• Process night drop and mail
• Daily balancing of drawers, TCRs, coin machine and vault
• Maintain equipment as needed

Phone, Conversations and Email

• Answer incoming phone calls, answer questions, resolve issues or direct to another employee in a friendly manner
• Monitor internet conversations and respond in timely, professional manner
• Monitor and respond to all incoming service emails

Complete customer requests

• Moving funds via telephone
• Loan advance requests sent to loan officer and support team
• Collect information for address changes
• Provide wire transfer information for incoming wire requests
• Collect stop payment information

Check orders

• Collect and verify address information
• Process check order requests

Operational Duties/Responsibilities

• Monitor cash levels in vault and TCRs for the branch to have adequate funds
• Perform shipment ordering and selling procedures as needed
• Conduct closed account letter processing
• Levy and Garnishments processing and monitoring
• Complete credit references as requested
• Daily balancing
  
  • Balance Teller Cash Clearing
  • Balancing Currency & Coin
  • Balancing Teller Over/Shorts and reporting
  • Balance Official Check Account
  • Reconcile other accounts as needed
• Daily Review: Review checks for fraud
• Process Address Changes
• Stop Payments
• Receive information, complete forms and key stop payments for checks and ACH
• Monitor forms and expirations dates

Check Program Duties/Responsibilities

• Complete check orders
• Review all check orders for accuracy
• Enhance check program for pricing, education and customer needs

Statements, Notices, and Mailing Duties/Responsibilities

• Perform duties related to statements and notices
  
  • Weekly, Monthly & Quarterly Statement printing
    
    • Transaction accounts, CD statements, First Reserve Statements
  • Special Statement printing
  • Daily notices
    
    • Ready Reserve, Overdraft, Transfers, Late notices
    • Electronic notices
    • Pre-notes
  • Returned statements
  • Coordinate year-end statement printing
• eStatements
  
  • Setup or removal of eStatements for customers including multiple users
  • Verify eStatements were sent on scheduled days
  • Add eStatement messages and statement stuffers as needed
• Mail
  
  • Daily mail sort and monitoring
  • Complete requested mailings by other departments (Plainview Bankshares)
  • Mail merge and label creations
  • Coordinate statement stuffers as needed
  • FedEx/UPS documents and pickup scheduling

Safe Deposit Box Duties/Responsibilities

• Perform duties relating to Safe Deposit Boxes
• Complete billing process for all Safe Boxes
• Record and monitor delinquent box rent
• Issue new keys and drillings as needed
• Process unclaimed property
• Audit access cards

ATM Duties/Responsibilities

• Monitor ATM activity and deposits
• Maintain cash levels and balance
• Troubleshoot any issues or maintenance

Summary

The team member will work primarily at Foresight Bank’s Plainview location, varying shifts between 7:15 AM and 6:15 PM, Monday through Friday and 8:45 AM to noon on a rotating Saturday schedule. This schedule is subject to change based on Foresight’s business needs. Unscheduled evening and weekend work may be needed to meet the needs of customers and employees.

Work is performed largely within the bank with limited chance for personal injury.  Prolonged and frequent mental and visual concentration is required. The position involves the potential for periodic stressful situations in response to multiple priorities within established deadlines. The position involves lifting and moving up to 20 pounds of office supplies and equipment, and it involves some bending, turning, and twisting.

Foresight Bank provides a competitive pay and benefits package.

• Salary Range: $19.00 – $23.00 per hour. The position also includes a bonus plan once the training period is completed.
• Benefits: This position is eligible to participate in Foresight’s benefits plan, which includes medical insurance, dental insurance, vision insurance, paid time off, pre-tax savings plans (health savings accounts and flexible spending accounts for eligible expenses), and retirement plans (including a 401(k) plan with an employer match).

This job description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all-inclusive.  It does not state or imply that these are the only duties and responsibilities assigned to the position.  The employee may be required to perform other job-related duties.

This job description does not constitute an employment contract. The person who fills this position will be an at-will employee of Foresight Bank. Duties and responsibilities will change with the changing business environment and needs of the bank, so every position with the bank will involve constant change. This job description is subject to possible modification to reasonably accommodate individuals with a disability.

Foresight Bank is an Equal Employment Opportunity (EEO) Employer. It has been and will continue to be a fundamental policy not to discriminate on the basis of race, color, creed, religion, gender, gender identity, pregnancy, marital status, partnership status, domestic violence victim status, sexual orientation, age, national origin, alienage or citizenship status, veteran or military status, disability, medical condition, genetic information, caregiver status, unemployment status or any other characteristic prohibited by federal, state, and/or local laws. This policy applies to all aspects of employment, including hiring, promotion, demotion, compensation, training, working conditions, transfer, job assignments, benefits, layoff, and termination.