Deposit Operations Representative

SYNERGY BANKCypress Gardens, LA
4dOnsite

About The Position

The Deposit Operations Representative is responsible for deposit account and customer maintenance while providing operational support to bank personnel.

Requirements

  • High school diploma or GED equivalent
  • Minimum 6 months in customer service
  • Minimum 6 months of previous deposit account product knowledge.
  • Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.
  • Proficient in Word and Basic Understanding of Excel and Microsoft Outlook
  • Typing / keyboarding and 10 key calculator skills.
  • Effective communication skills both oral and written.
  • Ability to pay close attention to detail.
  • Ability to analyze information in order to draw a conclusion.
  • Ability to organize and prioritize daily tasks.
  • Telephone etiquette skills – ability to professionally and politely provide telephone assistance to customers and employees
  • General knowledge of bank products
  • Ability to multi-task in a fast-paced work environment
  • Must always be looking for ways to help people.
  • Must be able to maintain compose, suppress extreme emotions, control anger, and avoid aggressive behavior even in trying situations.
  • Ability to present a business professional appearance.
  • Must have reliable transportation to commute to and from work.
  • Must be able to work at a computer station in front of a monitor for up to 4 hours at a time without the opportunity for a break.
  • Must be able to interact with the public utilizing various methods or communication.
  • Must have the attention span to stay alert and attentive during a normal 8-hour workday.
  • Must be able to make sound, quick decisions based on the facts of a situations, and remain calm and in control.
  • Must be able to follow instructions and procedures exactly as trained or as directed by supervisor.
  • Must be able to listen to, grasp and respond positively to supervision and instructions by management.
  • Physical and cognitive ability to perform the essential duties and functions of his/her job.

Responsibilities

  • Supports the retail areas of the bank to ensure compliance with regulations and bank policy.
  • Provide the Synergy Bank standard of excellence in customer service
  • Maintain honesty and the highest level of ethical standards at all times.
  • Perform deposit account and customer file maintenance timely and accurately.
  • Review and process IMM and CRM cases timely and accurately.
  • Disburse both incoming and outgoing mail daily.
  • Sort and file Teller work in accordance with established retention requirements
  • Answer incoming calls as necessary and relay messages in a timely manner
  • Follow all bank, department, and security policies and procedures.
  • Assists with other duties, pertaining to deposit operations, as directed by their supervisor.
  • Maintaining a strong understanding of all bank products and services.
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