Time Deposit Associate

3 weeks ago

Pittsburgh, United States WesBanco Bank Inc. Full time

Job Title - Department
Time Deposit Associate - Bank Operations
Location

This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).

Market
Upper Ohio Valley
Work Hours per Week
37.5
Requirements

High school diploma or general education degree (GED) required. Associate's Degree in Business Administration, Management, or legal field preferred.

Customer service and administrative experience preferred.

Job Description

SUMMARY:

Responsible for providing support for retirement accounts, time deposits, and health savings accounts. Works with Banking Center personnel to ensure the efficient and accurate processing of transactions. Monitors beneficiary changes to retirement accounts, reviews accounts for proper government reporting according to IRS rules and regulations, and processes requests for duplicate or corrected tax forms. Maintains and updates the deposit rate sheet and deposit rate tables.

CUSTOMER SERVICE SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

INTERPERSONAL SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.

Ability to interact effectively across all levels of the organization, including senior management, branch network, other departments and vendors.

Ability to accurately follow instructions, multi-task, listen attentively.

Detail oriented with good organizational skills.

Able to work independently and meet communicated deadlines.

Team player with a positive outlook

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Provides support and assistance to branches and customers via phone and email.

Monitors outstanding IRA and HSA documentation. Requests updates from branches as needed.

Tracks beneficiary changes and ensures proper documentation is received.

Conducts daily audits of IRA and HSA transactions.

Monitors reports of savings bond redemptions to ensure proper documentation is received and transactions are input correctly.

Prepares updates to the deposit rate sheet and to the core system rate tables.

Processes requests for duplicate or corrected tax forms related to deposit accounts.

Other duties may be assigned.

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Demonstrated proficiency in basic computer applications such as Microsoft Office and ability to learn various applications.

Knowledge of FIS IBS Insight and other associated FIS applications preferred.

  • Sr Deposit Operations Associate

    1 week ago

    Pittsburgh, United States TriState Capital Holdings, Inc. Full time

    Sr Deposit Operations Associate Department: Deposit Operations Location: Pittsburgh, PA Job Title: Senior Deposit Operations Associate Department: Deposit Operations Location: Pittsburgh, PA Summary of the Position: The Senior Deposit Operations Associate manages the client profile agreements and all accompanying documentation related to the...

  • Sr Deposit Operations Associate

    1 day ago

    Pittsburgh, United States TriState Capital Holdings, Inc. Full time

    Sr Deposit Operations Associate Department: Deposit Operations Location: Pittsburgh, PA Job Title: Senior Deposit Operations Associate Department: Deposit Operations Location: Pittsburgh, PA Summary of the Position: The Senior Deposit Operations Associate manages the client profile agreements and all accompanying documentation related to the...

  • Sr Deposit Operations Associate

    4 weeks ago

    Pittsburgh, United States Raymond James Full time

    TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients. Job Summary Under general supervision, uses specialized...

  • Sr Deposit Operations Associate

    2 days ago

    Pittsburgh, United States Raymond James Full time

    TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients. Job Summary Under general supervision, uses specialized...

  • Deposit Services Specialist

    2 weeks ago

    Pittsburgh, United States TriState Capital Bank Full time

    DEPOSIT SERVICES SPECIALISTLocation: Pittsburgh, PAThe Private Bank Deposit Services Specialist position effectively coordinates the end-to-end Private Banking deposit account process and provides exemplary service and support to our clients. This position must partner effectively with the full Sales organization, Internal and External Counsel, Compliance,...

  • Deposit Services Specialist

    1 week ago

    Pittsburgh, United States TriState Capital Bank Full time

    DEPOSIT SERVICES SPECIALISTLocation: Pittsburgh, PAThe Private Bank Deposit Services Specialist position effectively coordinates the end-to-end Private Banking deposit account process and provides exemplary service and support to our clients. This position must partner effectively with the full Sales organization, Internal and External Counsel, Compliance,...

  • Deposit Services Specialist

    13 hours ago

    Pittsburgh, United States TriState Capital Bank Full time

    DEPOSIT SERVICES SPECIALISTLocation: Pittsburgh, PAThe Private Bank Deposit Services Specialist position effectively coordinates the end-to-end Private Banking deposit account process and provides exemplary service and support to our clients. This position must partner effectively with the full Sales organization, Internal and External Counsel, Compliance,...

  • Associate

    1 month ago

    Pittsburgh, United States Ogg, Murphy & Perkosky, PC Full time

    Job DescriptionJob DescriptionFull time attorney and advocate. This position requires exposure and participation in all aspects of litigation, from client intake, discovery, depositions, drafting and responding to dispositive motions and trial advocacy. Ideal candidate will have experience in some or all areas and has trial experience as first or second...

  • Associate

    2 days ago

    Pittsburgh, United States Ogg, Murphy & Perkosky, PC Full time

    Job DescriptionJob DescriptionFull time attorney and advocate. This position requires exposure and participation in all aspects of litigation, from client intake, discovery, depositions, drafting and responding to dispositive motions and trial advocacy. Ideal candidate will have experience in some or all areas and has trial experience as first or second...

  • Lead Service Associate

    3 weeks ago

    Pittsburgh, United States Rite Aid of Pennsylvania Inc Full time

    Lead Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate, today! As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provide direction where needed and be an ongoing example of superior customer...

  • Lead Service Associate

    2 weeks ago

    Pittsburgh, United States Rite Aid of Pennsylvania Inc Full time

    Lead Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate, today! As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provide direction where needed and be an ongoing example of superior customer...

  • Lead Service Associate

    6 days ago

    Pittsburgh, United States Rite Aid of Pennsylvania Inc Full time

    Lead Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate, today! As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provide direction where needed and be an ongoing example of superior customer...

  • Lead Service Associate

    3 weeks ago

    Pittsburgh, United States Rite Aid of Pennsylvania Inc. Full time

    Lead Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate, today! As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provide direction where needed and be an ongoing example of superior customer...

  • Litigation Associate

    1 month ago

    Pittsburgh, United States Leech Tishman Full time

    Leech Tishman Fuscaldo & Lampl, LLC is seeking to hire a mid-level Litigation Associate with 2-5 years of experience in civil and commercial litigation to work in our Pittsburgh office. The position requires significant client contact and the ability to excel when working independently. Superior client communication, writing, research, computer, and...

  • Litigation Associate

    1 month ago

    Pittsburgh, United States Leech Tishman Full time

    Leech Tishman Fuscaldo & Lampl, LLC is seeking to hire a mid-level Litigation Associate with 2-5 years of experience in civil and commercial litigation to work in our Pittsburgh office. The position requires significant client contact and the ability to excel when working independently. Superior client communication, writing, research, computer, and...

  • Litigation Associate

    13 hours ago

    Pittsburgh, United States Leech Tishman Full time

    Leech Tishman Fuscaldo & Lampl, LLC is seeking to hire a mid-level Litigation Associate with 2-5 years of experience in civil and commercial litigation to work in our Pittsburgh office. The position requires significant client contact and the ability to excel when working independently. Superior client communication, writing, research, computer, and...

  • Part-Time Center Associate

    3 weeks ago

    Pittsburgh, United States The UPS Store #2828 Full time

    The Part-Time Center Associate delivers world-class customer service to all retail customers by receiving and processing packages for courier shipment and operating copiers, fax machines, binding equipment, laminating machines, and point-of-sale devices. The Associate expertly advises our valued customers by providing accurate information on our array of...

  • Part-Time Center Associate

    3 weeks ago

    Pittsburgh, United States The UPS Store #0434 Full time

    The Part-Time Center Associate delivers world-class customer service to all retail customers by receiving and processing packages for courier shipment and operating copiers, fax machines, binding equipment, laminating machines, and point-of-sale devices. The Associate expertly advises our valued customers by providing accurate information on our array of...

  • Part-Time Center Associate

    1 month ago

    Pittsburgh, United States The UPS Store #0434 Full time

    The Part-Time Center Associate delivers world-class customer service to all retail customers by receiving and processing packages for courier shipment and operating copiers, fax machines, binding equipment, laminating machines, and point-of-sale devices.The Associate expertly advises our valued customers by providing accurate information on our array of...

  • Part-Time Center Associate

    24 hours ago

    Pittsburgh, United States The UPS Store #0434 Full time

    The Part-Time Center Associate delivers world-class customer service to all retail customers by receiving and processing packages for courier shipment and operating copiers, fax machines, binding equipment, laminating machines, and point-of-sale devices.The Associate expertly advises our valued customers by providing accurate information on our array of...