Financial Transaction Specialist

3 weeks ago


Live Oak TX USA, United States Workway Full time
Job Summary

Workway is seeking a highly skilled Deposit Service Specialist to join our team. As a key member of our operations team, you will be responsible for providing exceptional customer service and ensuring the smooth processing of financial transactions.

Key Responsibilities
  • Customer Service: Provide professional and courteous telephone service to members and non-members, responding to inquiries and resolving issues in a timely and efficient manner.
  • Transaction Processing: Process and research standard and specialized inquiries and transactions, ensuring accuracy and attention to detail.
  • Technical Support: Serve as a first-line technical support for basic ATM/ETM alerts or faults, troubleshooting and resolving issues as needed.
  • Deposit Monitoring: Monitor, review, and research virtual deposits made via the ATM/ETM, ensuring compliance with regulations and company policies.
  • Software Utilization: Effectively utilize a range of software systems, including DNA-Prod, DNA Publisher, Vertifi, Workday, IP Admin, Portfolio Viewer, Verafin, Internal chat, Avaya, DSI Avaya Marque, Calabrio, Client Analytics, and Active Teller.
Requirements
  • Education: High School Diploma or equivalent required.
  • Experience: Minimum of one year of job-related work experience required.
  • Skills: Excellent organizational, communication, interpersonal, critical thinking, and decision-making skills, with the ability to type and 10-key by touch.
  • Technical Skills: Proficient in utilizing PCs, software, and other office equipment.
What We Offer

Workway offers a competitive compensation package, including healthcare benefits and a 401(k) plan. Our employees also have access to professional development opportunities and a supportive work environment.



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