Job Description

Position Summary:

Provide support to Branch Operations for deposit account documentation, account and system maintenance and various other areas as described below.

Essential Duties & Responsibilities:

  • Edit all new deposit accounts on a daily basis to ensure accounts are correctly entered on the system and to ensure accounts are opened in accordance with internal procedures and applicable regulations.

  • Verify the correctness of new account documentation, such as signature cards and resolutions, and other documents as needed.

  • Verify information on updated account documentation.

  • Perform daily maintenance and account corrections.

  • Process returned mail on a daily basis.

  • Send letters to customers who change their Opt IN/Out status via a phone call.

  • Perform routine editing duties to ensure accuracy of recorded data. Compare information or figures from one record against same data on records.

  • Record and monitor all W-8BEN customers, including on follow up on expiring forms.

  • Add, track and remove customers on/from backup withholding on a weekly basis.

  • Balance Savings Bond interest addendums.

  • Process levies, garnishments, and subpoena requests.

  • Process verification of deposits daily.

  • Verify inactive and dormant account activity daily.

  • Assist in the research of unclaimed property and assist in the preparation and mailing of unclaimed property letters from March to October.

  • Perform and process file maintenance request from Retail staff in a timely manner on a daily basis.

  • Remit IOLTA/COLTAF interest on a monthly basis to the respective state.

  • Send letters to customers who have sent in an address change request.

  • Ensure proper authorization is obtained when needed.

  • Process Preferred Rate requests.

  • Provide exceptional internal customer services and answer and/or assist with questions or issues from Retail Staff or other departments.

  • Perform other duties as assigned.

Experience & Education:

  • High school diploma or general education degree (GED) required.

  • One year in a retail banking environment.

  • Excellent Customer Service skills.

  • Solid knowledge of Microsoft Word, Excel and Outlook.

Skills & Abilities Required:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Language Skills

  • Ability to read, write and speak English.  Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to other employees of the organization.

Reasoning Ability

  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills

  • To perform this job successfully, an individual should have knowledge of database software, spreadsheet software, and word processing software. 

Certificates, Licenses, Registrations

  • None required

Work Environment:

The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate noise (i.e. business office with computers, phone, and printers, light traffic).

  • Ability to work in a confined area.

  • Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.

  • While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.

  • Specific vision abilities are required by this job due to computer work.

  • Light to moderate lifting is required.

  • Regular, predictable attendance is required.


Application Instructions

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