Operations Support Specialist

JOB TITLE:

Operations Support Specialist

LOCATION:

Whitehall, OH

STATUS:

Full-time

FSLA JOB CLASS:

Non-exempt

REPORTS TO:

Operations Supervisor

REQUIRED TRAVEL:

< 5%

DIRECT REPORTS:

None

RECRUITER:

If working for a company with an empowered group of individuals dedicated to the financial well-being of their customers is appealing to you, look no further than Heartland Bank!

At Heartland Bank, our goal is quality – in our work, in our play and in our people. We value our ability to attract and retain talented professionals, as this is the bottom line for excellent customer service.

The Heartland Team is looking for an Operations Support Specialist at the Heartland Corporate Center in Whitehall, Ohio. In this highly visible role, you will collaborate with the IRA/HSA, Production, and Branch Support areas of the Operations department to provide support for the frontline areas of the branch network, internal bank departments, and external customers related to the products and services offered by the bank. Assist with researching internal and external customer requests; along with processing, posting, and resolving errors.

A typical day might include the following:

• Receive retail branch, internal department, and external customer calls and research to resolve issues as needed.
• Support the IRA/HSA Specialist in verifying customer documents and correcting transactions for accuracy.
• Develop an understanding of tax implications on transaction activity related to IRA/HSAs to provide phone support to branches and external customers related to IRA and HSA account questions.
• Administer all aspects of garnishments, levy’s, subpoenas, and child support through research, production of copies, issuance of checks, account holds, working with the courts, etc.
• Provide support for the bank’s Visa Credit Card program, including initial Credit Card account setup, maintenance, closing of cards, posting, reversal, and application of Credit Card payments.
• Process chargebacks and disputes for Visa debit cards (pin-based only) and ATM cards; including providing provisional credit to customer accounts during debit card disputes and fraud monitoring through Case Tracker.
• Prepare outgoing mail and bank branch courier bags; distribute sorted USPS mail for corporate building.
• Entering daily data for Sweep, Collateral Accounts, Savings Bonds, and HSA Deposits.
• Verifying end-of-day batch totals are in balance and contacting branches with confirmation.
• Perform deposit account maintenance including stop payments, holds, OPS limit changes, ATM, Business, and Consumer Debit Card orders, scanning, and indexing as needed.
• Review system set-up of all new CDs for accuracy and process CD interest checks.
• Process Credit Verifications and large dollar check verifications for DDA and HELOC accounts.
• Sending internal notifications to Lending and Accounting departments of Incoming and Outgoing wire releases.

THIS ROLE MIGHT BE THE RIGHT FIT FOR YOU IF:

• You Live Our Values. You demonstrate Heartland’s shared values and do the right thing, even when no one is watching.
• You Achieve Results. You meet and exceed goals through teamwork. You grow and apply job knowledge and have focused execution.
• You Coach and Lead. You have strong communication, you are focused on performance development, and foster positive relationships and trust.
• You Hustle. You possess a driven work ethic to succeed and respect focused collaboration.

JOB REQUIREMENTS:

• High school diploma or equivalent.
• Must complete Wolters Kluwer On-Demand training course curriculum, within the initial twelve months of employment, leading up to the IRA certification program the following year.
• 2 years previous banking experience, knowledge of IRA and HSA rules and regulations preferred.

ADDITIONAL QUALIFICATIONS:

• Microsoft Windows, Microsoft Word, Excel, PowerPoint, Outlook, Internet Explorer, Fiserv Navigator & Director Card Management and Credit Console. Familiarity with the online learning environment.

WORK ENVIRONMENT & PHYSICAL DEMANDS:

• the work environment: temperature, noise level, inside or outside, or other factors that will affect the person’s working conditions while performing the job.
• the physical demands of the job, including bending, sitting, lifting, and driving including the amount of time in each
• Example: Walking (<1/3 of the time)
• Bending (<1/3 of the time)
• Sitting (1/3-2/3 of the time)
• Lifting up to 10 lbs. (1/3-2/3 of the time)
• Standing (1/3-2/3 of the time)
• Vision (up close and distance >2/3 of the time)

WHAT’S GREAT ABOUT WORKING AT HEARTLAND?

• Competitive compensation package
• Healthcare on Day 1 that includes: Medical, Dental, Vision and Life Insurance
• 401(k) up to 4% of salary match
• Company-paid holidays
• Generous Paid Time Off
• Parental Leave
• Casual dress policy
• Career development opportunities
• On-site fitness center (Corporate Center)
• Tuition reimbursement and training support
• Free checking and savings accounts
• Free financial planning
• Mortgage Rate Discount Program

Heartland Bank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected Veteran status.