- Process daily charge back checks for returned deposited items within acceptable timeframes based upon return codes, according to customer requests and in adherence to Reg CCIRS Reporting
- IRS Interest Reporting for Bonds Redeemed and interest earned on Deposit Accounts to ensure all year end tax reporting is accurate.
- Perform transfer setups received from branches using IBS Insight CIS / Deposit and IFMS systems and review to ensure requests received are appropriate and will function properly.
- Complete Safe Deposit Box setup and maintenance requests received from branches to verifying boxes are set up appropriately and ensuring correct payments and key deposits were collected or disbursed.
- Verification of
New Accountsreport review all new accounts opened to ensure all settings meet bank standards and complete additional maintenance as needed. - Support retail staff by assisting clients with EFT inquires and maintenance EFT disputes including entering disputes in to Centrix program.
- Processes and sorts all outgoing mail according to size and zip code.
- Review and enter safe box access tickets.
- Reviews transactions for anomalies, signatures, and proper endorsements.
- Processes daily branch research requests and provide notices and/or statements as needed.
- Monitor and document all files sent to and received from Kaye Smith.
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Deposit Support Specialist I or II - Bremerton, United States - Kitsap Bank
Description
Job Description Job DescriptionJOIN THE KITSAP BANK TEAM AS A DEPOSIT SUPPORT SPECIALIST I OR II (DOE)Kitsap Bank is an independently owned, local bank whose roots trace all the way back to 1908.
We are focused on the long-term and being responsible stewards of the resources entrusted to us by our customers, our communities, and the environment.
As a local, woman and family-owned company, our culture is like a big family, and we recognize our responsibility in supporting othersgiving back both time and money into the causes that enrich our communities.
Kitsap Bank has been recognized numerous times by the Puget Sound Business Journal and its employees as one of Washington's Best Workplaces.
Compensation Structure:
Grade: 14 Range: $ $ Range: $ $27.74This position may be eligible for an annual bonus depending on business factors and if the employee meets eligibility criteria
Summary:
The Deposit Support Specialist I provides effective operational services by performing the following deposit servicing functions within the department: Input, research, maintenance, verification, Branch Customer telephone support, balancing reconciling and problem solving.
Ensure compliance with existing Bank policies and legal requirements.Essential Functions :
Handle an equitable percentage of client and branch support calls per month over a 12-month period utilizing Contact Center platform for documentation.
Deposit Control Balancing reconciliation, research, and resolution of all deposit accounts to the general ledgerAccount Reconciliation Reconciliation/Balancing of discrepancies for Bank Control accountsChargebacks
Transfer Setup
Safe Box
New Accounts
Dollar Transactions Review, verify and perform all online dollar transactions from branch requests to ensure appropriate general ledger offsets and ensure requests meet bank standards.
EFT DisputesMail Processing
Safe BoxAccess
Transaction Review
Research
File Transmission
Additional Responsibilities:
Participate in achieving critical and interim goals to meet service level agreement and budget.
Work in collaboration with branch personnel to research and resolve issues.
Help minimize costs associated with supplies, equipment, staffing and other expenseActively participate and contribute in team and department meetings to disseminate information and acceptance of new procedures.
Fosters team approach and promotes professional relationships within Deposit Support and other departments within the bank.Monitoring and reviewing FIS Bulletins essential to job functions.
Upon completion of cross training, each employee completes a thorough review of all written procedures related to the task and make notes to review with management before they are considered proficient in the task.
Performs related duties as assigned.Required Education, Experience, and Skills:
High School Diploma or GED.2 to 3 years customer service and clerical experience preferably in a banking or financial services industry.
A basic understanding of deposit operations, deposit account histories and the function of on-line activity and corrections.
Demonstrate ability to balance a cash drawer or experience reconciling accounts.
Ability to effectively prioritize work projects and meet deadlines.
Must have the ability to work with speed and accuracy.
Working knowledge and experience with personal computers (Microsoft Word, Excel, and Email), and ability to operate other standard office equipment such as a typewriter and 10 key calculator/adding machine.
Ability to navigate, inquire and perform maintenance using FIS applications.Strong interpersonal and customer service skills to represent the Bank in a positive manner dealing with customers, bank employees and team members.
Previous work experience requiring good judgement, problem solving and organizational skills.Ability to work independently and take initiative.
Ability to function efficiently and effectively under pressure while maintaining a professional demeanor.
Self-motivated and be flexible/adaptable to change.
Physical Requirements:
Ability to communicate effectively on the telephone, hearing and speaking clearly.
Ability to sit at a workstation for long periods of time.
Ability to move around the office as needed.
Ability to lift to 20 lbs.
Benefits Provided:
MedicalDentalVisionFlexible Spending Accounts and Health Spending AccountsLifestyle Spending AccountsHealth Reimbursement AccountsEmployee Assistance ProgramCompany Sponsored Life/AD&D and Long Term DisabilityVoluntary Plans (Accident, Hospital Indemnity, Critical Illness, Short-Term Disability, Cancer Riders, and Life/AD&D Insurance)
Pet InsuranceRetirement:401k (match 4%) and Profit Sharing
Time Off:10 Vacation Days (prorated for first year)2 Personal Days1 Volunteer Time Off Day11 Holidays1 Sick Day per Month#J-18808-Ljbffr
