Research Exceptions – Document Management Specialist I

S&T Bank • Columbus, OH

1d • $15 - $22 • Onsite

About The Position

Performs various duties in the Bank's Operations- Research Exceptions area. This role involves direct responsibility for one of the following areas: Stop Payments, Decedent Reporting, Money Garnishments, Writs Levy, Domestic Relations Court Orders, and reconciling general ledgers. The specialist will also verify scanned work in Optima and respond to attorney inquiries on accounts owned by deceased customers. All personnel are expected to maintain a good working relationship with bank employees, demonstrate strong interpersonal skills, work independently and as a team player, compile data for monthly productivity reporting, perform additional duties as required, and assist Deposit Operations Supervisors with implementing annual Business Plan projects.

Requirements

• Requires a high school diploma or equivalent basic academic education.
• Requires up to one-year general experience.
• Operates a keypad device.
• Operates office equipment.
• Possess the ability to focus visually at a close distance of 18”-20” for a period of up to 75% of the business day.
• Must be able to occasionally lift and/or move up to 10 lbs.
• Must be able to stand, walk, and reach with hand and/or arm throughout the business day.

Nice To Haves

• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Responsibilities

• Verifies all stop payments added to the system and reviews required documentation for accuracy.
• Identifies items to be returned for stop payments.
• Reviews decedent accounts when notified of the death of a customer to determine deposit types.
• Determines what items need to be returned for decedent accounts and initiates this process.
• Adds appropriate deceased codes and restriction codes to deposit accounts.
• Prepares all decedent account documentation to be imaged into OnBase.
• Reports applicable accounts to the appropriate State Inheritance Tax Bureau according to state law.
• Acts upon Money Garnishments, Writs Levy, and Domestic Relations Court Orders according to regulation and PA law.
• Reconciles general ledgers including GL 11-25010 Non-Post, GL 11-14612 Return Items Clearing, GL 11-25090 Safe Deposit Box, and GL 147-79340 Proof Difference.
• Verifies scanned work in Optima.
• Responds to attorney inquiries on accounts owned by deceased customers.
• Maintains a good working relationship with bank employees.
• Demonstrates strong interpersonal skills with the ability to work independently and as a team player.
• Compiles data for monthly productivity reporting.
• Performs additional duties as required.
• Assists various Deposit Operations Supervisors with implementing annual Business Plan projects as needed.

Benefits

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
• S&T Bank believes in Equal Opportunity for all and is committed to ensuring all individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic.
• S&T Bank is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform their job related duties.
• If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at: Phone: [phone] Email: [email protected]

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED