Deposit Operations Specialist I

WNB Financial NA•Winona, MN

About The Position

The Deposit Operations Specialist I works in a fast-paced, client-centric role that combines phone-based client service with back-office deposit operations in a supportive team environment. The primary function is to support clients over the phone, while also verifying new accounts, maintaining deposit accounts, indexing documents into Synergy, and completing deposit account asset verifications. The role works closely with Deposit Specialist Support II staff and Electronic Banking Specialists. The position has regular contact with clients and coworkers, occasional contact with suppliers and vendors, and regular access to highly confidential business and client information. Work is performed largely in an office environment, generally during regular business hours, with minimal expectation of overtime. Occasional out-of-town and overnight business travel for business and education is required. The role involves frequent computer and telephone use and alternating between sitting, standing, and walking during the work shift.

Requirements

High school diploma or equivalent, with emphasis on business-related coursework.
At least 1 year of customer service experience.
Courteous and professional customer service attitude.
Excellent verbal and strong written communication skills for interacting professionally with clients and coworkers.
Ability to maintain the confidentiality of client and Bank information.
Technical ability to input and retrieve computerized information.
Strong organizational skills.
Basic mathematical skills, including arithmetic, fractions, percents, and decimals.
Legible handwriting.
Effective problem-solving and research skills.
Ability to work effectively under time pressure and stress that can vary with client activity.
Ability to receive and provide detailed information through verbal communication.
Ability to bend, turn, lift, and carry up to 20 pounds, and climb stairs.

Responsibilities

Provide phone support to address and resolve client inquiries.
Support clients with all account access devices offered by the Bank.
Assist clients with fraud education.
Review the closed account report daily to ensure related products are closed.
Verify the accuracy of new deposit accounts, ATM/debit cards, telephone transfers, new and deleted stop payments, and deposit and CIF maintenance according to established procedures.
Index signature cards, account maintenance, and other account documentation into Synergy.
Complete external account verification requests.
Back up Deposit Operations Department coworkers as assigned.
Serve on Bank committees as needed.
Perform other job-related duties necessary to carry out the position's responsibilities.
Participate in required internal and external training and development opportunities.