Operations Specialist

First Western Bank & Trust•Minot, ND

51d•Onsite

About The Position

Responsible for completing daily operations activities for First Western Bank & Trust’s accounts to ensure the accuracy of records while adhering to the bank’s culture of excellence in customer service to its patrons.

Requirements

High School diploma or general education degree (GED) required
Demonstrate good communication including oral, written and listening skills
Courteous manners with the public and internal personnel
Ability to multi-task with high level of accuracy and attention to detail
Dependable in fulfilling assigned responsibilities
Proficient 10 key and computer processing skills with knowledge of Microsoft programs
Ability to handle confidential information with discretion

Nice To Haves

Associate’s degree in business-related field preferred
One year of banking, customer service or cashier related work experience preferred

Responsibilities

Greet visitors and customers in a courteous manner and work with them on various account issues
Assist customers with general bookkeeping including but not limited to account transfers, stop payment requests, account closures and balancing issues
Answer telephone inquiries from customers and internal staff regarding customer account transactions
Research accounts as requested to verify transactions and provide documentation
Distribute reports and notices from prior business day
Perform daily reconciliation of the Bank’s general ledger accounts and make corrections or adjustments
Prepare electronic files to post and code ACH returns and corrections to the Federal Reserve
Administer debit card disputes including intake, application of provisional credit and performing write offs
Process overdraft accounts, apply fees and send customer notifications
Process or return non-post items
Process chargebacks or redeposits
Close overdrawn accounts and notify consumer reporting agency of bad accounts and report to collection agency
Balance the Bank’s official checks, debit cards, credit cards, ATMs, and Zelle
Balance Canadian checks
Reconcile teller/vault cash from prior day
Compile statements, check copies and deposit history documentation for subpoenas
Complete paperwork for levies, garnishments, and verifications
Assist with processing check and account adjustments
Assist with reviewing and auditing dormant and escheat accounts
Refer escalated customer issues to management as necessary