Support Specialist I - Operations

Summit Bank•Eugene, OR

About The Position

Support Specialist I supports Central Operations and eBanking daily activities and processes, ensuring key operational deadlines are met. The role supports onboarding, maintenance, and client inquiries related to Business VISA cards. The employee is accountable for following Bank policies and procedures and applicable state and federal employment and banking laws and regulations. The position performs wire and foreign draft processing, debit and Business VISA card support, exception-item processing, account maintenance, ACH-related client support, customer service, operational reporting, and general ledger entries and reconciliations. It also maintains banking compliance knowledge and documentation, completes assigned compliance training, supports department functions as needed, and provides service to internal and external clients. This is a full-time, non-exempt position scheduled Monday through Friday, 8:30 a.m. to 5:30 p.m., reporting to the Central Operations Supervisor.

Requirements

High school diploma or equivalent.
One to two years of previous banking and/or client service experience in a professional environment.
Ability to communicate and interact professionally with internal and external clients and work effectively as part of a team.
Intermediate computer terminal and personal computer skills, including keyboarding, word processing, spreadsheets, and specialty software programs.
Excellent organizational and time-management skills to ensure productivity and meet simultaneous deadlines.
Current driver’s license and access to a reliable vehicle.
Ability to address complex problems involving multiple facets and variables in non-standardized situations.
Ability to read, analyze, and interpret business periodicals, professional journals, and technical procedures.
Exceptional verbal, written, and interpersonal communication skills; ability to apply common sense to instructions and communicate clearly with clients, colleagues, and shareholders.
Working knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank’s products and services.
Ability to work with minimal supervision and handle confidential information with discretion.
Ability to perform repetitive hand, wrist, and finger movements for clerical tasks; occasionally push and pull drawers and cabinets; frequently walk within the Bank; sit and/or stand for extended periods; bend and/or reach; and lift and carry up to 30 pounds.
Continuous clarity of vision at 20 inches or less for normal processing of work.

Nice To Haves

QuickBooks or Quicken experience.

Responsibilities

Process daily domestic and foreign wire origination and receipt, foreign draft origination, and related documentation.
Support debit card processes, including Enfact debit card issues, Regulation E claims, maintenance, and card orders.
Support Business VISA card processes, including Enfact card issues, maintenance, card orders, and onboarding new clients and cardholders.
Process daily exception items, including NSF items, stop payments, non-post items, and chargebacks.
Perform account maintenance, including address and contact changes, posting errors, and Cash Letter Adjustments.
Support clients and respond to general inquiries and possible returns for ACH RDFI processing.
Provide direct and indirect customer service by answering questions about products, services, deposit account systems, and back-room functionality for customers and co-workers.
Research, compile, and report work-unit and individual volume, productivity, quality, and other statistics using database queries and resources such as spreadsheets for management presentations.
Review general ledger data and supporting documentation, make general ledger entries, and/or reconcile general ledger accounts.
Maintain proficient knowledge of applicable banking rules and regulations.
Maintain paper filing systems so documents are easy to locate and documentation is consistent and complete.
Cover department functions when staff members are absent or during overload situations.
Complete assigned compliance training and comply with the Bank’s BSA/AML policies and procedures.
Provide respectful, ethical, and reliable service to internal and external clients; follow policies and procedures; complete administrative tasks accurately and on time; and contribute to cost controls and expense monitoring.
Use sound judgment, identify opportunities and problem areas, work according to established schedules, and perform work safely while reporting potentially unsafe conditions.
Perform other duties as defined by management.