Operations & Electronic Banking Representative
About The Position
As a member of the UBI team, this position is responsible for assisting customers with various inquiries related to Online Banking, Mobile Banking, Mobile Deposit, Bill Pay, Bank to Bank Transfers, Person to Person Transfers, My Finance Tracker and other Online Banking services. Other responsibilities include a wide range of duties related to checking and savings accounts, CD's, loans, and general ledger (GL) accounts. Additional responsibilities include daily reconciling of various general ledger accounts, computer-oriented operations, handling telephone inquiries, processing incoming and outgoing returns and other day-to-day functions of the bookkeeping department, as needed. Maintains exceptional customer service when working with or assisting all customers and employees. Sells and promotes all bank services in such a way as to enhance the bank's image within the community.
Requirements
- Associate's Degree or higher in Banking or Business related field
- Strong reading, writing and verbal skills
- Count, add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals
- Ability to calculate figures and amounts such as interest and percentages
- Recognize irregular or suspicious transactions and take appropriate steps to prevent loss
- Comprehend and understand bank operations, policies (manuals), and procedures
- Reconcile problems requiring common sense judgment, tact, and on-the-spot decisions
- Determine whether or not requests for confidential information should be granted or refused
- Basic understanding of computer-related operations
- Interpersonal skills to deal with customers in a courteous and professional manner
- Basic understanding of debits and credits
- Proficiency with ten key calculator
- Computer skills in Microsoft Word, Microsoft Excel and database software to generate correspondence and reports
- MUST HAVE SATISFACTORY BACKGROUND CHECK INCLUDING CREDIT HISTORY
Responsibilities
- Assisting customers with inquiries related to Online Banking, Mobile Banking, Mobile Deposit, Bill Pay, Bank to Bank Transfers, Person to Person Transfers, My Finance Tracker and other Online Banking services
- Duties related to checking and savings accounts, CD's, loans, and general ledger (GL) accounts
- Daily reconciling of various general ledger accounts
- Computer-oriented operations
- Handling telephone inquiries
- Processing incoming and outgoing returns
- Day-to-day functions of the bookkeeping department, as needed
- Maintains exceptional customer service
- Sells and promotes all bank services
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
