Job Details
The primary role of this position is the completion of next level day to day daily functions of Deposit Operations. The position is responsible for ensuring that all daily functions are completed accurately and timely. Many daily functions must be completed more than once, and time management is of upmost importance in this role. It is expected that this role has mastered all the functions of a Level I specialist and can perform those functions whenever necessary.
- Handles incoming external and internal customer calls to resolve inquiries about credit/debit cards, Zelle/TransferNow and Electronic Banking questions. Calls are not limited to these exact duties but can be about other duties should coverage be needed.
- Verifying wires, as per bank Wire policy and procedures.
- Performs End of Day Processing
- Completes the Sweeping/Indexing of daily work for Maintenance review
- Performs maintenance on EOD scan work from all PVB branches including, but not limited to, stop payments, WSUDS,
death notices and miscellaneous addendums. - Work daily Maintenance query against daily maintenance
- Completes Federal Withholding on IRA customers twice weekly
- Monitor CSS Maintenance Inbox
- Transaction Content Manger (TCM)-completed daily
- Review and complete daily CC and debit card reports, including but not limited to card dipsutes/investigations, provisional credit, ATM surcharges, ISA fees, ENFACT reports, etc.
- Monitor CSS Card Inbox
- Understand Regulation E to know when disputes are in violation or appropriate.
- Work Zelle/Transfer Now requests as they come in
- Work Charge Off Report
- Complete Levies for IRS/State Levies and County Suggestions
- Update Rate Sheet
- Electronic Banking maintenance as requested by branches for retail customers, basic changes, such as port change, temporary password, unlock user, etc.
- Serves as back up for CSS Deposit Operations
- Assist with the overflow of documents that need scanned into the Director Archive system.
- May be requested to assist in the support of other bank activities.
Critical Skills
- Professional demeanor in appearance, interpersonal relations and work ethic
- Regular, reliable and predictable attendance
- Proficient in Excel and Microsoft Word to produce documents and compile information
- Excellent verbal and written communication skills
- Diplomacy in dealing with both customers and coworkers
- Ability to work independently, exercise good judgment and initiative
- Ability to multi-task and to prioritize many daily functions while working with conflicting deadlines.
- Must have excellent communication, customer service and human relations skills.
- Knowledge of bank products and service.
- Strong attention to detail