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Financial Operations Specialist

2 months ago

Coxsackie, New York, United States NTNL BK OF COXSACKIE Full time
Position Overview

The NTNL BK OF COXSACKIE is seeking a dedicated Banking Services Coordinator to join our team. This full-time role demands a high level of precision and the capability to manage multiple tasks simultaneously. The successful candidate will engage with various aspects of banking operations and must demonstrate quick learning and effective problem-solving skills.

Key Responsibilities

The primary duties of this role, all conducted in accordance with banking policies and procedures, include:

  • Addressing customer inquiries, including assistance with online banking issues such as locked accounts and forgotten passwords;
  • Routing incoming calls to the appropriate internal departments and branches;
  • Providing backup support for the proof function, which involves encoding tasks, capturing and transmitting encoded items, and reconciling end-of-day proof entries;
  • Reviewing daily, weekly, and monthly financial reports for discrepancies;
  • Managing Debit Card operations, including ordering, investigating potential fraud, and deactivating cards as necessary;
  • Processing and evaluating various reports, including new online banking applications and transaction reports;
  • Entering General Ledger tickets and descriptions into the internal system on a daily basis;
  • Handling returned mail items efficiently;
  • Reconciling various internal accounts regularly;
  • Ensuring all new personal and business accounts are accurately established and maintained in the internal system;
  • Collaborating with branch personnel regarding account modifications and corrections;
  • Addressing customer complaints as required;
  • Developing a comprehensive understanding of banking products, procedures, and policies to assist both customers and staff;
  • Participating in project implementations as needed;
  • Performing additional tasks as assigned by management.
Required Skills and Qualifications
  • Experience in customer service roles is essential;
  • Exceptional verbal and written communication skills are required;
  • Proficiency in computer applications, particularly the Microsoft Office Suite, with a strong emphasis on Excel and Word;
  • Self-motivation and the ability to prioritize tasks effectively while meeting deadlines are crucial for success in this position.