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Deposit Operation Representative II
2 months ago
GENERAL DESCRIPTION OF POSITION
The Deposit Operations Representative II acts as the lead clerk for processing delinquent deposit accounts. This position is responsible for quality control reviews for operational tasks.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Serves as the lead processor for handling of delinquent deposit accounts. This duty is performed daily, about 20% of the time.
Reviews and processes deposit charge off dispute inquiries. This duty is performed as needed, about 15% of the time.
Identifies areas or tasks that could be automated and discuss with management. This duty is performed as needed, about 10% of the time.
Responds to and assists branches regarding deposit-related questions. This duty is performed daily, about 20% of the time.
Evaluates and responds to account verification requests. This duty is performed daily, about 20% of the time.
Executes quality control for Deposit Operations and Item Processing. This duty is performed weekly, about 15% of the time.
Serves as a backup in the absence of the Deposit Operations Rep I and Senior Deposit Operations Rep. This duty is performed as needed, about 15% of the time.
Performs monthly Iota/Iolta submissions.
Completes required BSA/AML training and other compliance training as required. This duty is performed quarterly.
The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.
Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE
Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 2 years related experience and/or training, or equivalent combination of education and experience.
COMMUNICATION SKILLS
Ability to read a limited number of words and recognize similarities and differences between words and between series of numbers; ability to write and speak simple sentences as a means for basic communication. ability to read and understand simple instructions, short correspondence, notes, letters, and memos; ability to write simple correspondence. ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.
CRITICAL THINKING SKILLS
Ability to use common sense understanding in order to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
Not indicated.
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS
Not indicated.
SOFTWARE SKILLS REQUIRED
Basic: 10-Key, Accounting, Alphanumeric Data Entry, Contact Management, Spreadsheet, Word Processing/Typing
WORKING CONDITIONS
Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Highly repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is regularly required to sit, use hands to finger, handle, or feel, talk, or hear; occasionally required to stand, walk, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
ADDITIONAL INFORMATION
- Two (2) years of related experience and/or training
- Keen eye for details
- Be able to handle pressure due to deadline restraints
- Requires multi-task capabilities
- Requires the ability to prioritize workflow