DEPOSIT OPERATIONS CLERK

Whitaker Bank Corp of Kentucky•Lexington, KY

13d

About The Position

The position of Deposit Operations Clerk is responsible for reviewing all new account paperwork to make sure accounts are set up properly in Precision; assisting branches with questions relating to customer service; reviewing reports to make sure accounts are coded correctly in Precision; and providing operational support to the branches. This position is well suited for a detail oriented individual. Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.

Requirements

High school diploma or general education degree (GED); or 1 year of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution operations, sales or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial account customers.
Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
Intermediate typing skills to meet production needs of the position.
Basic knowledge of general office practices.
Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
Effective organizational and time management skills.
Ability to work with general supervision while performing duties.
Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Responsibilities

Provides support to all assigned areas of branch operations where service or assistance is needed by the CSR.
Review all new accounts, as well as updated accounts to ensure all documentation has been obtained, scanned and matches the information in the Precision software.
Maintains knowledge of customer service processes and requirements in order to answer questions from the CSRs regarding a specific process or product.
Provide effective customer service to the branch employees by answering questions, investigating errors, and resolving problems or issues.
Reviews reports to verify the information entered into the Precision software is correct.
Process the Non-post, Suspect and NSF Reports on a daily basis.
Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.
Records, files, updates information and sorts mail or reports as required.
Gathers data and process various reports and callbacks with bank personnel.
Cross-trains less experienced deposit operations personnel.
Types routine letters, reports and forms.
Maintains files, copies and faxes documents, and orders and distributes supplies.
May represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business.
Treats people with respect; keeps commitments; Inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
You are to conduct yourself professionally and as a bank representative while at work and in public.
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the bank through outside activities.
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.