Deposit Services Representative
4 weeks ago
We are seeking a highly skilled Deposit Services Representative to join our team at 1st Source. As a key member of our deposit services team, you will be responsible for performing maintenance related to overdrawn accounts (NSF processing) and other maintenance as requested. You will also be responsible for corresponding with branches and customers concerning overdrawn accounts and/or accounts that have been charged off.
Key Responsibilities- Answer incoming phone calls from internal and external customers and handle inquiries.
- Responsible for the completion of all compliance training related to the position.
- Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
- Works with branches via phone on proper documentation and assisting with proper codes for each transaction.
- Reviews daily, weekly and monthly reports.
- Verifies documentation received from the branches for accuracy and compliance.
- Works with customers via phone during tax season.
- Creates excel and word documents as necessary.
- Three (3) months to one (1) year of experience preferred.
- Good PC skills - proficiency in Microsoft Word and Excel essential.
- Knowledge of PC based systems a plus.
- Analytical and problem-solving skills with attention to detail.
- Ability to multi-task and prioritize in a fast-paced environment.
- Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
- Good verbal communication skills.
- Good organizational skills.
- Excellent phone and customer skills.
- Must be able to adjust workload at any given time.
High School Diploma/GED required.
Travel RequirementsMinimal or occasional travel for meetings, projects or training as needed.
Physical DemandsThe 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 to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee frequently is required to sit, stand and walk. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EquipmentMS Office PC, fax, phone and standard office equipment.
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