Deposit Operations Specialist I
About The Position
This is a fast-paced, client-centric, role with a mix of client service (over the phone) and back office work in a supportive team environment. Consider joining Team WNB! As a Deposit Operations Specialist I, your primary function will be supporting our clients over the phone. In addition to client calls, you will be responsible for verification of all new accounts and maintenance on deposit accounts, indexing of documents into Synergy, and deposit account asset verifications. You will work closely with Deposit Specialist Support II staff and Electronic Banking Specialists.
Requirements
- A High school diploma or equivalent with emphasis on business related coursework required.
- A minimum of 1+ years customer service experience required.
- Must possess courteous and professional customer service attitude
- Excellent verbal and strong written communication skills for interacting professionally with clients (both pleasant and difficult situations) and relating to other co-workers
- Ability to maintain the integrity of highly confidential client and Bank information.
- Must possess technical ability to input and retrieve computerized information
- Strong organization skills
- Basic mathematical skills (add, subtract, multiply, divide, fractions, percents, decimals)
- Legible handwriting
- Effective problem solving and research skills.
- Must possess ability to deal effectively with time pressures and stress that can change hourly depending on level of client activity.
Responsibilities
- Provides client support over the phone to address and resolve customer inquiries
- Provides client support for all account access devices offered by the Bank
- Assists with fraud education for clients
- Reviews closed account report daily to ensure that related products are closed.
- Verifies the accuracy of all new deposit accounts, ATM/Debit cards, telephone transfers, new and deleted stop payments, and deposit and CIF maintenance according to set procedures
- Indexes signature cards, account maintenance, and other account documentation into Synergy
- Completes external account verification requests
- Backs up Deposit Operations Department coworkers as assigned
- Serves on Bank committees as needed
- Other job related duties necessary to carry out the responsibilities of this position
- Participates in internal and external training and development opportunities as required
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
