New Accounts), South Bend, IN

1st Source Bank•South Bend, IN

58d

About The Position

Responsible for performing maintenance related to overdrawn accounts (NSF processing) and other maintenance as requested. Corresponding with branches, as well as customers concerning overdrawn accounts and/or accounts that have been charged off.

Requirements

Three (3) months to one (1) year of experience preferred.
Good PC skills--proficiency in Microsoft Word and Excel essential.
Analytical and problem-solving skills with attention to detail.
Ability to multi-task and prioritize in a fast -paced environment.
Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
Good verbal communication skills.
Good organizational skills.
Excellent phone and customer skills.
Must be able to adjust workload at any given time.
High School Diploma/GED required.

Nice To Haves

Knowledge of PC based systems a plus.

Responsibilities

Answers incoming phone calls from internal and external customers and handles inquiries.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
Works with branches via phone on proper documentation and assisting with proper codes for each transaction.
Reviews daily, weekly and monthly reports.
Verifies documentation received from the branches for accuracy and compliance.
Works with customers via phone during tax season.
Creates excel and word documents a necessary.
Reviews daily reports for New Accounts.
Reviews incoming documentation for accuracy from the branches.
Works with branches regarding questions on documentation.
Works with Tax system to insure accurate reporting.
Prepares and provides monthly statistical reports to manager for area.
Receives and verifies documentation from the branches regarding changes in deposit accounts (signature cards, resolutions, assignment forms, resignation forms).
Scans documentation into Nautilus and Intra-check as required and file.
Verifies Savings Bond applications, create in tax system and balance.
Performs all other duties as assigned.