Operations Specialist I

Description:

POSITION SUMMARY: Provide a variety of bank operations and support in an efficient and courteous manner. Serve as a back up to the Customer Service Reps.

PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES:

ACCOUNTABILITY 1: Perform Various Bookkeeping/Operations Duties

• Follow rotation schedule and duties for the Computer Room, Front Office, Back Office
• Assists other staff members in the rotation of bookkeeping and operations duties including, Proof, General Ledger, Edit, Internet Banking, and UNET.
• UNET duties include ACH files, Cash Letter files, Wires, Returns, Adjustments, Currency ordering.
• Balance and fill ATM machine
• Assist in ACH/Check Fraud claims
• Assist with other miscellaneous bookkeeping duties as assigned.

ACCOUNTABILITY 2: Back up to CSR/Perform Transactions

• Conduct a variety of banking transactions including deposits, withdrawals, certified checks, cashier checks, money orders, savings bonds, gift/travel cards, loan transactions, certificates of deposit.
• Proof daily transactions using the single pocket proof machine and imaging system and perform end of day balancing and reporting routines.
• Balance various accounts assigned to the operations staff.
• Perform services in accordance with bank standards, policies and procedures regarding document inspection, signature and amount verification, etc.
• Assist with opening new accounts when CSR is not available.

ACCOUNTABILITY 3: Protect the Bank’s Interests

• Seek adequate identification and evaluate availability of full recourse prior to performing transactions. Remain informed regarding the bank’s security policies and procedures, including the safeguarding of employee lives and cash.
• Report suspicious activity and violations of security policy to the supervisor.
• Exercise confidentiality in all matters.

SECONDARY ACCOUNTABILITIES AND RESPONSIBILITES:

• OTHER DUTIES AS ASSIGNED

This position description describes the general nature and level of work performed by the individual assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.

• This position description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the position change.

Requirements:

Education and Experience:

• High School diploma or equivalent required.
• 2-3 years of related customer service experience preferred.

Other Skills:

- Ability to communicate well with customers and employees, both verbal and written.

· Understanding compliance issues and regulations as they apply to operations.

· Organization skills, attention to detail

· Problem-solving abilities.

· Maintain the integrity of highly confidential customer and bank financial information.

· Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs and establish an effective working relationship.

· Express thoughts and ideas in a clear and concise manner to a variety of audiences.

· Project a positive image of the bank to all internal and external customers.

· Manage one’s time to complete work according to established deadlines.

· Prioritize tasks to make the best use of time for high priority tasks.

· Maintain confidentiality of customers account information and follow established policies and procedures in responding to inquiries and requests.

· Monitor compliance to ensure the processing and handling of information is done in a manner that adheres to FDIC regulations and consumer protection issues.