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Deposit Operations Assistant

3 months ago

Fairmont, United States Profinium Inc Full time

Job Type

Full-time

Description

Scope

Under limited direction, you are responsible for completing day to day operational processes in an accurate & timely manner. You provide direct, high quality, timely support to customers & internal department personnel. You make recommendations for improving banking functions & creating an AMAZING client experience

Accountabilities

Bookkeeping / Computer Functions - 60%

  • You complete system report verifications & related procedures.
  • You complete tasks as assigned to support the deposit operations day to day functions; including various types of account and system maintenance.
  • You create & maintain written procedures & instructions for all functions.
  • You prepare reports as requested by management.
  • You provide recommendations, documentation & implementation of new & revised procedures for efficient operations.
  • You assist in implementation & testing of new products, services or processes.
  • You process legal requests to obtain account information according to regulatory guidelines.
  • You assist with commercial Pro Biz product customer support & product setup.
  • You create & report or transmit data files to appropriate reporting agencies.
  • You assist with year-end processes
  • You gather & prepare daily mail; deliver to post office as requested.
  • You learn and function as a backup for various tasks as assigned and ensure you have 2 fully trained backups for all areas of your responsibility.
  • You escalate product or services issues to Supervisor if you are unable to solve the issue successfully.
  • You familiarize yourself and follow all policies, procedures and instructions to ensure compliance and accuracy.
  • You learn your assigned duties and complete all tasks efficiently, accurately and independently; ask for help when needed.
Customer Service - 35%
  • You provide customer support by telephone, and various electronic banking channels with deposit related products.
  • You assist customers with access to electronic banking services and troubleshoot as needed.
  • You recommend products &/or services based on customer needs.
  • You achieve referral results based on annual target communicated by supervisor
Other 5%
  • You comply with organization policies, systems, processes & procedures with a strong commitment to the overall direction & focus of the organization.
  • As a part of the overall team of bank employees, you may be requested to assist in the support of other bank activities.
  • You promote the AMAZING positive & energetic environment at Profinium by embracing our Purpose, Pledge & Pursuits (P3's) & Core Values to guide your behavior.
Requirements

Competencies

Analytical - Customer Service Oriented - Dependable - Verbal & Written Communication - Exercise Judgement - Problem Solving - Technology Driven - Numerical Aptitude

Education, Experience & Skills
  • You value client experience & are capable of committing to a team culture like no other
  • You take pride in providing a quality product & having fun along the way
  • You have a High School Diploma or equivalent
  • You have an AAP Certification; Associate's degree (AA) or equivalent from a two-year college or technical school OR
  • You have two to five years related experience &/or training OR
  • You have the equivalent combination of education & experience.
  • You have the ability to calculate figures & amounts such as discounts, interest, commissions, proportions, & percentages
  • You must have expertise in the use of Microsoft Office Products & an aptitude for learning various programs & software.
  • You have the skills needed in a typical office environment, including computer skills & utilization of office equipment.

While performing the duties of this job, you are regularly required to move about inside the office to access file cabinets, office machinery, attend meetings, etc. You have the ability to operate a computer, carry, handle & feel objects; reach with hands & arms; communicate effectively & efficiently in person & over the phone. You must occasionally lift &/or move up to 25 pounds or more with assistance. You have the ability to travel to other locations as needed. Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception & the ability to adjust focus.

The requirements listed above are representative of the knowledge, skills &/or abilities required for this position. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions of this job. This document is intended to describe the general content & performance requirements of this position. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements & does not imply a contract. Other duties may be assigned. Profinium has the exclusive right to alter this job description at any time without notice.

Profinium, Inc. is an Affirmative Action/Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status or any other characteristic protected by law. Profinium, Inc. ("Profinium"), may use third-party websites to post employment opportunities. Profinium is not involved in the actual transaction between employment applicants and any third-party website. Authentication on the Internet is difficult; therefore, Profinium cannot and will not confirm that third-party websites are safe and secure with personal information, such as a social security number. Accordingly, Profinium discourages candidates from sharing personally sensitive information with third-party websites. Because Profinium cannot be involved in user-to-user dealings or control the behavior of employment applicants on third-party websites, in the event that you have damages from sharing personally sensitive information with a third-party website, you release Profinium (and our agents and employees) from claims, demands, and damages of every kind and nature, known and unknown, suspected and unsuspected, disclosed and undisclosed, arising out of or in any way connected with such damages. Profinium is under no legal obligation to, and do not, control the information provided by applicants made available through third-party websites. Profinium expects that you will use caution and common sense when using third-party websites while applying for employment opportunities