Deposit Accts Document Specialist

1 month ago

Malvern, United States Malvern National Bank Full time

Description/Job Summary

Position Title: Deposit Accts Document Specialist

Location: Malvern, AR

Department: Deposit Operations

Reports To: Operations Team Manager

EEO-1 Status: 5A Office and Clerical

FLSA Status: Non-exempt

Hours: Full-time position

GENERAL SUMMARY

Under general supervision and guidance of the Operations Team Manager, the Deposit Accts Document Specialist will provide exceptional support and clerical service specific to MNB retail teams insuring compliance with internal controls, policies and procedures, and legal requirements while assisting to maintain the bank's RMS (Relationship Management System). The incumbent will have full working knowledge of the set-up of customer accounts to assist the frontline customer service representatives. Work is highly confidential in nature and involves the skilled use of a computer.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

  • Consistently deliver phenomenal customer service through aggressive friendliness accompanied by honest, positive and confident behaviors (in-house and on the phone)

  • Provide timely and accurate service to both internal and external customers

  • Remain abreast of all deposit products offered to MNB customers

  • Display working knowledge of CSR procedures and responsibilities in order to offer support to MNB retail teams, to include research and problem solving abilities

  • Work daily with the bank's RMS (Relationship Management System); involving any customer added or maintenances (DDA, Savings, CD, IRA, Lockbox, Loans) within the system

  • Process new account signature cards, checking all Demand and Savings accounts, CD and IRAs opened each day; process any revised signature cards

  • Enter and review stop payments; work with Account Monitoring - account and REG CC holds

  • Review Branch Safe Deposit Accounts for accuracy

  • Set-up and review Auto Transfers/Dynamic Transfers

  • Enter ACH/Check Translations

  • Analyze Crippled statements for customer statement preparation

  • Verify all "CIP" information is received on all customers according to CIP procedures

  • Follow up with CSRs to effect corrections and collections of required documentation on a timely basis while developing exception and tracking reports

  • Maintain a working knowledge of ATM, ACH, and Online banking

  • Crosstrain in other Deposit Operation positions in order to assist team members and serve as a backup when necessary

  • Maintain customer confidence and protect bank operations through utmost confidentiality

  • Perform any other related duties as may be required or assigned

TEAM EXPECTATIONS

  • Champion the MNB mission statement with pride and enthusiasm

  • Perform all aspects of your position with a coachable spirit

  • Support all other team members, providing assistance and encouragement to ensure service is provided in the most efficient and effective manner

  • Collaborate in the sharing of new ideas that will drive the organization's bottom line

  • Participate in volunteer opportunities surrounding the bank

  • Exhibit professionalism at all times

QUALIFICATIONS AND REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

  • High school diploma or GED required

  • Associates Degree; or two (2) years related work experience/training in business fields (e.g. accounting, business admin, finance, etc.) required.

  • Minimum one (1) year of experience working in a bank or other financial institution preferred; Opening new accounts a PLUS

OTHER SKILLS AND ABILITIES

Deposit Accts Document Specialist must be able to

  • Effectively support Supervision

  • Foster an atmosphere of teamwork and enthusiasm

  • Exercise trustworthy service, courtesy, tact and diplomacy in dealing with others

  • Demonstrate excellent communication skills (both oral and written)

  • Exhibit strong organizational skills and attention to detail

  • Manage assigned tasks effectively and independently while meeting time constraints

  • Read, understand and comply with documents (e.g. policy manuals, laws, regulations, internal procedures and controls, etc.) and exercise independent judgement, initiative, and discretion based on knowledge of such in performing daily activities

  • Multi-task and rotate job tasks with seamless flexibility

  • Provide transportation to attend required training/meetings at designated locations within the bank

  • Proficiently type on a keyboard

  • Efficiently use standard office equipment (i.e. desktop/laptop computer and software, copier, scanners, printers, fax, 10-key calculator, multi-line telephone system, etc.)

  • Proficiently use MS Office applications (Word, Excel)

  • Exhibit professional appearance and manner

PHYSICAL DEMANDS

The physical demands 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.

This position requires manual dexterity; to regularly sit; use hands to finger, key data, handle or feel; to reach with hands and arms; to talk and hear; the employee must occasionally stand, walk, bend, stoop, or kneel.

The employee may regularly be required to lift and/or move up to 10 lbs.; occasionally lift and/or move up to 20 lbs.

Specific vision abilities required by this job include close, distance, and focus.

ENVIRONMENTAL CONDITIONS

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

There are no harmful environmental conditions that are present for this position. The noise level in the work environment is usually moderate and that of a typical office setting.

SAFETY SENSITIVITY

This position is not considered safety sensitive as defined by the MNB Drug-Free Workplace Policy.

OTHER

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

EOE STATEMENT

MNB is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, pregnancy, status as a protected veteran, status as a qualified individual with a disability, or any other basis that may be determined by law.

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