Transaction Services Specialist

Civista Bank • Margaretta Township, OH

16m • Onsite

About The Position

The Transaction Services Specialist position is set in a fast-paced, time-sensitive environment, requiring good problem-solving skills, accuracy, and attention to detail. An ideal candidate would enjoy working in a positive, team-oriented workplace. This role is responsible for monitoring and processing all deposit-related items as they pertain to various system applications, including customer source, checking, savings, certificate of deposit, IRA (retirement) products, safe deposit box, transfer management, and cards. The specialist is expected to demonstrate Civista Bank’s mission to improve the financial lives of employees and shareholders and to make a difference in the communities served.

Requirements

• One to two years’ experience in banking or financial services.
• High School Diploma or equivalent, with office administrative skills or certification.
• Strong customer service and problem-solving skills and demonstrated ability to respond to inquiries with tact, diplomacy and patience.
• Exceptional organization, time management and follow-up skills.
• Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers.
• Ability to follow detailed instructions and a wide range of procedures requiring sound judgement.
• Must have proficient typing and computer skills, specifically Microsoft Word and Excel and the ability to navigate computer programs.
• Possess the ability and desire to be cross trained on many different job duties within the department.

Responsibilities

• Daily activities to ensure Civista Bank is balanced and in good standing with the Fed and monitoring of statement notices.
• Fulfill on the customer experience through the daily, weekly, monthly and annual creation of: documents, monetary instruments, incoming and outgoing file processing, mail, interoffice and external shipping.
• Ensure the accuracy of transactional data for customer accounts by researching and correcting information on non-posted transactions, reviewing and returning stop payment transactions, and posting deposit return items.
• Reviews and processes Garnishments, Levies and Court Orders for customer deposit accounts.
• Daily interactions and communication with the retail team members to assist in problem resolution to create a positive customer experience
• Daily support to include research, one source activities and verifications for internal and external customer information including: bad addresses, GL’s, Canadian checks, and reports.
• All other duties as assigned and any activities that support the key accountabilities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees